List 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.

To create a Filter Widget

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

Go to the Admin tab on the top of the screen.
Go to Organization on the left side of the screen and click the plus to extend the Organization options.
Select Employee.
Under Advanced Search on the right side of the screen, select the data that you want to show in your widget and Apply.
(For this example, we would choose for the Operating Unit 'Demo Unit')
It should now show all employees in the 'Demo Unit'.
To make a filter widget click the icon (The icon is shown in the picture directly above the highlighted in orange) Add to Widget icon
Select to create a new widget.
Select a widget Name
(For this example, the name is "Salaried Employees")
Select a Display Type
(For this example List)
Click Save
Select the Widget Name
Select a Group by Category(For this example we will group by Employee Type)
Select a Group By Display Name
(For this example we will Display the Employee Type Name)
Select a 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)
Select a By. 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 Id')
Click Save
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.

Go to the Admin tab on the top of the screen.
Go to Utilites on the left side of the screen and click the plus to extend the Organization options.
Select Missing Timesheets.
Under Advanced Search on the right side of the screen, select the Relative date that you want to show in your widget and Apply.
(For this example, we would choose 'This Month')
It should now show all missing timesheets for this month.
To make a filter widget click the icon (The icon is shown in the picture directly above the highlighted in orange) Add to Widget icon
Select to create a new widget.
Select a widget Name
(For this example, the name is "Missing Timesheets")
Select a Display Type
(For this example List)
Click Save
Select the Widget Name
Select a Group by Category(For this example we will group by Location)
Select a Group By Display Name
(For this example we will Display the Location Name)
Select a 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)
Select a By. 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 Id')
Click Save
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)