Quable PIM widgets bring your dashboard to life by presenting your data in graphical form to help you see and understand it easily. They help you improve time management and enhance collaboration and efficiency.

Actions You Can Perform

Creating Widgets

Widgets are created differently according to their type:

• Saved Search List
• Charts

Organizing Widgets

Widgets are displayed on the dashboard in two columns. You can change the location of a widget by dragging it to another location designated by a dotted blue frame.

📘

Note

While there's technically no cap on the quantity of widgets allowed on your dashboard, we strongly advise keeping it under 20 to prevent any potential performance issues caused by their dynamic nature in your PIM.

Editing Widgets

You can edit a widget by clicking on the action icon in the upper right corner of a widget and selecting Edit. The widget's edit window will appear. Make your changes and click the Save Widget button to save your changes or the Close button to exit the dialog without editing the widget.

Duplicating Widgets

You can copy a widget by clicking on the actions icon in the upper right corner of a widget and selecting Duplicate. The widget is immediately duplicated and added to the bottom of your dashboard.

Sharing Widgets

This widget sharing feature is only available to administrators.

You can share a widget on your dashboard with other users. Select a widget, click the action icon in the upper right corner and select Share. The Share Widget window appears.

You can:

• enter a name in Name to search for a specific user after clicking on the magnifying glass icon
• select users and drag them from one panel to another with the arrows.

You can also use the checkbox in the header to select all users in the list displayed;

Click on the Share button to validate the widget assignment or Close to abandon the operation.

Removing Widgets

You can remove a widget from your dashboard by clicking the action icon in the upper right corner of the widget and selecting Delete. The confirmation window will appear. Click the Delete button to remove the widget or the Cancel button to cancel the removal.

View a widget in full screen

You can display your widgets in full screen to improve their visibility. To do so, click on the dedicated "full screen" icon, to the left of the actions icon.

Types of widgets

Saved Search List

You can save searches as a list on your dashboard. This can be especially useful for tracking workflows or the status of certain document types.

To create this widget, run a search on the [Advanced Search] page (doc:search-avancee). Click on the Save this search button to open the following window :

Complete one of the following:

• Search Label - Enter a name to record a new search.
• Update an existing search ** - Select an existing search to replace/update.

You can also select the following Options:

• Include in Dashboard- Adds the search as a widget on the dashboard.
• Make available in distribution channels** - Makes the search available to feed into distribution channels.

On this type of widget, you can access the list in the Advanced Search page by clicking on the "magnifying glass" icon.

Charts

Graphs are based on a selection of your PIM objects (documents, media, classifications or variants) to display a variety of information.

The following chart types are available:
Bars

• Stacked bars

• Lines

• Secteurs

Creating Charts

To create a new graphical widget, run a search on the Advanced Search page. This is very similar to a Saved Search List, then click on the "Create View" button and select WIDGETS.

This opens the New Widget dialog.

The required information depends on the type of chart you want to create.

When you've finished selecting the data points for your chart, click the Add to My Dashboard button. Your new widget is automatically added to the bottom of your dashboard.

Example Charts

The following sections describe the steps to create chart widgets based on specific scenarios.

Based on Workflow

To create a horizontal stacked bar chart widget based on the steps or statuses of a workflow like this:

1. Run and save a search on the Advanced Search page.
2. Click on the Widgets button to open the New Widget dialog.
3. Name - Enter a name for the widget
4. Graph Type - Select Stacked Bars
5. Sense of the graph - Select Horizontal
6. Calculation - Select Number of results
7. Breakdown By (X) - Select Workflow
8. And Data Breakdown By (X) - Select a different data point (Classification, Completeness, or Filterable attribute)
9. Click the Add to My Dashboard button. Your new widget is automatically added to the bottom of your dashboard.

Based on Completeness

To create a pie chart widget based on the completeness level of a document type like this:

1. Run and save a search for a specific document type on the Advanced Search page.
2. Click on the Widgets button to open the New Widget dialog.
3. Name - Enter a name for the widget
4. Graph Type - Select Sectors
5. Calculation - Select Number of results
6. Breakdown By (X) - Select the Completeness Rate (in %) or Status (Complete / Incomplete) you want to display
7. Click the Add to My Dashboard button. Your new widget is automatically added to the bottom of your dashboard.

Based on classification

To create a horizontal bar chart widget based on the classification of your data like this:

1. Run and save a search on the Advanced Search page.
2. Click on the Widgets button to open the New Widget dialog.
3. Name - Enter a name for the widget
4. Graph Type - Select Bars
5. Sense of the graph - Select Horizontal
6. Calculation - Select Number of results
7. Breakdown By (X) - Select Classification level 3
8. Click the Add to My Dashboard button. Your new widget is automatically added to the bottom of your dashboard.

Based on List Attribute

To create a horizontal bar chart widget based on a single or multiple selection list attribute like this:

1. Run and save a search on the Advanced Search page.
2. Click on the Widgets button to open the New Widget dialog.
3. Name - Enter a name for the widget
4. Graph Type - Select Bars
5. Sense of the graph - Select Horizontal
6. Calculation - Select Number of results
7. Breakdown By (X) - Select an attribute (only attributes from Single predefined value list or Multiple predefined value list are available)
8. Click the Add to My Dashboard button. Your new widget is automatically added to the bottom of your dashboard.