Saved Search Chart Control Settings

Add a control that displays a Saved Search chart.

Control Description

The Saved Search Chart control embeds a chart from a Saved Search into a Screen. The Saved Search chart visualizes the latest Saved Search result data at the time the Screen displays. The Saved Search chart is interactive as if it were in the Charts tab of its Saved Search. By embedding a Saved Search chart into a Screen widens that chart's viewability to more stakeholders or even individuals who are not users in your organization by allowing anonymous users access ProcessMaker via the Web Entry.

Use the Saved Search Chart control to visualize Saved Search results directly within Screens in the following ways:

  • Request participants can view the current chart configured for a Saved Search using the latest Request data at the time the Request participant views the Screen.

  • Request participants who do not have access to Collections can view charts for Saved Searches based on a Collection.

This control is only available for the following Screen types:

  • Display type

  • Form type

See Screen Types.

Permissions

Your user account or group membership must have the following permissions to design a Screen unless your user account has the Make this user a Super Admin setting selected:

  • Screens: Edit Screens

  • Screens: View Screens

See the Screens permissions or ask your Administrator for assistance.

Add the Control to a Screen

Follow these steps to add this control to the Screen:

  1. View the Screen page to which to add the control.

  2. Drag the Saved Search Chart icon into the Screen Builder canvas. Existing controls on the Screen Builder canvas adjust positioning based on where you drag the control.

  3. Configure the Saved Search Chart control. See Settings.

  4. Validate that the control is configured correctly. See Validate Your Screen.

Below is a Saved Search Chart control in Preview mode.

Settings

The Saved Search Chart control has the following panels that contains settings:

Configuration Panel Settings

Click the control while in Design mode, and then click the Configuration panel that is on the right-side of the Screen Builder canvas.

Below are the settings for the Saved Search Chart control in the Configuration panel:

Type

Select the type of chart. These are the options:

  • Saved Search: Select this option to display charts in Form Screens.

  • Analytics: Select this option to display charts in the Analytic Dashboard.

  • Home Page: Select this option to display charts in the home page.

Analytics Management

When the Analytics option is selected in the Type setting, the Analytics Management setting displays, as shown below. Use this setting to select which Dashboard tab displays the chart.

Chart

PMQL Query

Title

Border

Size

The Size setting options are based on the height of the Saved Search chart. The width of the chart adjusts accordingly. Select from the following options:

  • Half: The Half option displays the chart by half its height.

  • Standard: The Standard option displays the chart in its default height. The Standard option is the default setting.

  • Double: The Double option displays the chart double its default height.

Advanced Panel Settings

Below is the setting for the Saved Search Chart control in the Advanced panel:

Device Visibility

Select on which device types this control displays:

  • Desktop: The control displays only on desktop devices. Enable the Show for Desktop toggle key.

  • Mobile: The control displays only on mobile devices. Enable the Show for Mobile toggle key.

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