Filter Widgets

Filter widgets allow the user to link the user directly to any section of admin based on the previous advanced search within the DATABASICS application. The purpose of filter widgets are to give the user quick access to a predefined query. It is also a snapshot of what is happening in the system. Filter widgets save a favorite search combination and provides a direct link on the Home page.

Helpful Tips:

**Filter widgets can only be created in any module within admin that contains an advanced search.
**Modification of a filter widget has to be done in the query that it’s pulling from.

To create a Filter Widget 

Scenario 1: You want to make a filter widget to show the different Employee Types of all your employees. 

1. Go to the Admin tab on the top of the screen. 
2. Select a role and Continue.
   (For this example, we would choose 'Administrators')
3. Go to Organization on the left side of the screen and click the plus to extend the Organization options. 
4. Select Employee.
   
5. Under Advanced Search on the right side of the screen (Advanced search is shown in the picture above, highlighted in yellow), select the Employee Type that you want to show in your widget and Apply.
   (For this example, we would choose 'Salaried' for the Employee Type)
6. It should now show all employees with the same Employee Type. 
7. To make a filter widget, go to the filter icon on the far right (The icon is shown in the picture above, highlighted in orange) before 'Group by:' and select Add to Filter Widget 
8. Select *Add New* to create a new widget or select from the existing widgets.
   a. When you add a new widget, type the name (For this example, the name is "Employees")
   b. Click Save and choose your new widget.
9. Choose a filter name. 
   (For this example, the name is "Salaried Employees")
10. Select a Calculate Method.
    
    1. Count: Counts all the records or rows that are returned in the search
    2. Sum: Total value of all numbers in one column (for numeric columns)
    3. Average: Average of all numbers in one column (for numeric columns)
    4. Max and Min: Maximum or Minimum of all numbers in one column (for numeric columns)
11. Select a field. The fields are the same as in the column (The column is shown in the picture above, highlighted in red)
    (For this example, the field is 'Employee Type')
12. Click Add.
13. Your widget is now made and added to the Home page under Admin
    **(After editing and adding the widget, refresh in order for the change to display on the Home page)
    

Scenario 2: You want to make a filter widget to show all of the Missing Timesheets of your employees using the relative date.

• The Relative Date can only be used in the options under the Utilities tab on the far left of the screen. 
• When setting up a new Relative Date search, 0= today
  
  

Here is a video demonstrating how to make a filter widget:

1. Go to the Admin tab on the top of the screen. 
2. Select a role and Continue.
   (For this example, we would choose 'Administrators')
3. Go to Utilities on the left side of the screen and click the plus to extend the Utilities options. 
4. Select Missing Timesheet. 
5. Under Advanced Search on the right side of the screen (Advanced search is shown highlighted in yellow), select the Relative Date and Employee Type that you want to show in your widget and Apply.
   (For this example, we would choose 'Salaried' for the Employee Type and 'This Month' for the Relative Date)
6. Search now shows all employees with missing timesheets, the selected Employee Type and within the Relative Date.
7. To make a filter widget, go to the filter icon before 'Group by:' (The icon is shown highlighted in orange) and select Add to Filter Widget 
8. Select *Add New* to create a new widget or select from the existing widgets.
   a. When you add a new widget, type the name (For this example, the name is "Timesheets")
   b. Click Save and choose your new widget.
9. Choose a filter name. 
   (For this example, the name is "Missing Timesheets")
10. Select a Calculate Method. 'Count' is the default Calculate Method. 
    
    1. Count: Counts all the records or rows that are returned in the search
    2. Sum: Total value of all numbers in one column (for numeric columns)
    3. Average: Average of all numbers in one column (for numeric columns)
    4. Max and Min: Maximum or Minimum of all numbers in one column (for numeric columns)
11. Select a field. The fields are the same as in the column (The column is shown in the picture above, highlighted in red)
    (For this example, the field is 'End Date' because it is the closest to Relative Date)
12. Click Add.
13. Your widget is now made and added to the Home page under Admin 
    **(After editing and adding the widget, refresh in order for the change to display on the Home page)