Add a control that displays a Saved Search chart.
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.
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.
The Saved Search Chart control has the following configurable settings in the Properties Panel:
Expand the Configuration panel from the Properties Panel on the right to configure the following properties:
Expand the Advanced panel from the Properties Panel on the right to configure the following properties:
From the Controls Menu on the left, expand the Dashboards category, and then locate the Saved Search Chart icon.
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.
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.
Enter an additional ProcessMaker Query Language (PMQL) query from which to filter Saved Search results to display in the chart.
Enable the Title toggle key to display the Saved Search chart's title above the chart. The Title toggle key is enabled by default.
Enable the Border toggle key to display a border around the Saved Search chart. The Border toggle key is enabled by default.
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.
Select the size of the Saved Search chart.
Both: The control displays on both desktop and mobile devices. Both toggle keys are enabled by default.