Saved Search Chart Control
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.
Add the Control to a Screen
Follow these steps to add this control to the Screen:
Configure the Saved Search Chart control. See Settings.
Validate that the control is configured correctly. See Validate Your Screen.
Below are Saved Search Chart controls that display in the Count of records and Answers.
Settings
The Saved Search Chart control has the following configurable settings in the Properties Panel:
Configuration Panel Settings
Expand the Configuration panel from the Properties Panel on the right to configure the following properties:
Advanced Panel Settings
Expand the Advanced panel from the Properties Panel on the right to configure the following properties: