Configure a generic widget

A generic widget’s settings are on five tabs: Basic, Columns, Filters, Actions and Sorting. They open when you add the widget, and when you click the gear icon on the widget while the dashboard is in edit mode. Click Apply to keep your changes in the widget, and Save the dashboard to store them. Cancel discards the changes.

Basic

Widget title, header color, and how it renders on the dashboard grid.

Setting	What it’s for
Widget name	The title on the widget. Required.
Header color	The color of the counter tile, or of the line under the table title. Type a hex color (#RRGGBB) or pick one.
Display mode	Counter (col-2), Table (half width) (col-6) or Table (full width) (col-12).

The Basic tab: widget name “All applications”, header color and display mode

Columns

Toggle visibility, drag to reorder, and set an optional display name. Order = left-to-right display order.

The tab has two lists: Processes / AH_Sessions for the rows of the widget, and Sessions for the forms you see when you open a row. For each column:

	What it’s for
Drag handle	Drag the column up or down. The order of the visible columns is their order from left to right.
Column	The column. Custom data columns show their label; built-in columns show their name, such as `created_at`.
Display name	Optional. The title of the column in the table, for example “Requested (NIS)” instead of “Requested amount”. Up to 50 characters.
Source	customer_data for your custom data, field for built-in columns.
Visible	Show the column. A column that a filter uses can’t be hidden: “Used in filter — remove the filter first to hide this column”.

Filter-only columns are listed under the processes list. They can be used in filters, and you can give them a display name, but they are not shown in the table: original_workflow_id, destination, template, assigned_to_me and fulltext.

The Columns tab: the processes list with the custom data columns marked “customer_data”, display names and visibility switches

Filters

Static filters are always applied. Dynamic filters appear in the filter bar for viewers.

Static Filters are always applied and hidden from viewers. Use them to decide what the widget is about, for example “Stage is any of In review”.
Dynamic Filters are shown in the widget’s filter bar. Viewers can change the value. You can set a default value.

Click Add Static Filter or Add Dynamic Filter, then select the Column, the Condition and the Value. You can use any column that can be filtered, also if it is not shown. Each column can appear once in each section. A new widget starts with one dynamic filter, modified_at within the last 30 days; remove it if you don’t need it.

The conditions depend on the column:

Column	Conditions	Value
A list (custom data list, `status`, `started_by`, `template`)	is any of, is none of, equals	One or more values from the list
Text	contains, equals, is any of, is none of	Text, or several values
Number	equals, before / less than, after / greater than, between	A number, or two
Date and time	within the last, between, before / less than, after / greater than	1 day, 7 days, 30 days, 45 days or 50 days; or dates
True/false	equals	On or off
`tags`, `destination`	has any of	Values you type
`assigned_to_me`	equals	On: only processes with a form that was sent to the viewer
`fulltext`		The search box of the filter bar

Static and dynamic filters together. When a static filter limits a column, a dynamic filter on the same column offers only the values inside that limit (“Limited by static filter: …”). If a static filter fixes the column to one value, the dynamic filter can’t change it (“Fixed by static filter: …”). If the static filters can’t match anything, the editor tells you: “These static filters match nothing.”

The Filters tab of the “All applications” widget: no static filters, and dynamic filters for the search box, the stage, the product, the branch, the loan officer, the risk grade, and created_at within the last 30 days

Actions

Select which actions are available for row-level and bulk operations. Turn each action on or off for the process rows (Level 1 — Process) and the form rows (Level 2 — Transaction):

Level	Row Actions	Bulk Actions
Level 1 — Process	Show Workflow: opens the process. Extend Process, Delete Process	Extend Validity, Delete
Level 2 — Transaction	Extend Transaction, Send Reminder, Open Agent App (the form in the agent screen), Open Client App (the form itself), Delete	Extend Validity, Send Reminder, Delete

Except Show Workflow, actions are offered only for running processes and forms. Delete actions ask for a confirmation.

Sorting

Initial sort applied on load. Viewers can re-sort by clicking column headers. Select the Default column (any sortable column, also one that is not shown) and the Direction: Ascending or Descending.

Tips

A funnel: one counter for each stage, each with one static filter on the stage, in the order of your process.
A work queue: a full-width table with a static filter for the stage the team works on, sorted by the deadline, with Open Client App so the team opens the form straight from the row.
“My” rows: a dynamic filter on assigned_to_me, or a static one for a counter “Assigned to me”.
Keep the rows meaningful: if some processes have no custom data yet, a static filter on a custom data column (for example the stage, with all its values) hides them.