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 package.
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:
See Screen Types.
Package Required
To add a Saved Search Chart control to a Screen, the Saved Searches package must be installed.
Permissions Required
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.
To select a Saved Search Chart from a Saved Search Chart control, you must be that Saved Search's owner or have been shared the Saved Search.
Add the Control to a Screen
Package Required
A ProcessMaker Platform package is required to do this.
Permissions Required
Permissions are required to do this.
Design Best Practice
Follow these steps to add this control to the Screen:
View the Screen page to which to add the control.
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.
Configure the Saved Search Chart control. See Settings.
Validate that the control is configured correctly. See Validate Your Screen.
Below is a Saved Search Chart control in Preview mode.
Move the Control on the Page
After adding a control to a Screen page, you may move it to another location on that page such that it is above or below other controls placed on that page. A control cannot be moved to another Screen page.
Follow these steps to move a control to another location on that Screen page:
Place the control at the location on the page you want it. The other control(s) on the page automatically adjust position.
Copy the Control with its Settings
Copying a control also copies the current settings of that control. The copied control displays below other controls placed on that Screen page.
Follow these steps to copy a control:
Select the control to be copied.
Delete the Control from a Screen
Deleting a control also deletes configuration for that control. If you add another control, it will have default settings.
Follow these steps to delete a control from a Screen page:
Select the control to be deleted.
Settings
The Saved Search Chart control has the following panel 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:
Chart
PMQL Query
Title
Border
Enable Link
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.
Related Topics
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