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

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.

Follow these steps to add this control to the Screen:

1. Create a new Form-type or Display-type Screen or edit an existing one.

2. From the Controls Menu on the left, expand the Dashboards category, and then locate the Saved Search Chart icon.
3. Drag and drop the control to the Screen Builder canvas. Existing controls in the Screen will adjust positioning based on where you drag the control.
4. Configure the Saved Search Chart control. See Settings.

5. 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

• Advanced panel

Configuration Panel Settings

Expand the Configuration panel from the Properties Panel on the right to configure the following properties:

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

Select the Saved Search chart to display in the Screen. If you are not that Saved Search's owner nor have not been shared the Saved Search associated with the chart, that chart does not display in the Chart setting.

PMQL Query

Enter an additional ProcessMaker Query Language (PMQL) query from which to filter Saved Search results to display in the chart.

Title

Enable the Title toggle key to display the Saved Search chart's title above the chart. The Title toggle key is enabled by default.

Border

Enable the Border toggle key to display a border around the Saved Search chart. The Border toggle key is enabled by default.

Enable Link

Enable the Enable Link toggle key to display theicon that, when clicked, displays the Saved Search from which the chart visualizes data in a new browser window. The Enable Link toggle key is disabled by default.

Size

Select the size of the Saved Search chart.

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

Expand the Advanced panel from the Properties Panel on the right to configure the following properties:

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.

• Both: The control displays on both desktop and mobile devices. Both toggle keys are enabled by default.