Types of Cards
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      3. Types of Cards

      Widget Cards

      Provide easy access to specially configured critical features, visualize goals, and display key metrics.

      A Widget Card is a way of compiling key KaiNexus functionality, tools, and information in one place.


      Keep reading to learn about the following:

      Add a Widget Card

      Who can add a Card to a Board?

      • The Board's Owner.
      • The Board's Editor(s).
      • Anyone with the "Board Administrator" permission for Boards in that Board's Location.

      Two Line OfieBoards can have up to 16 Cards. Once a Board has 16 Cards, you won't be able to add or copy additional Cards to that Board. 

      Add a new Widget Card

      Open the Board with which you want to work, then:

      • Click Add in the top right corner of the Board.

      A Board with an arrow pointing to the Add button-1

      • Click Widgets in the resulting drop-down menu and the Widget Card window will open.
        • Card Name (required): The name will appear in the Card's primary header and can be used to identify this Card.
        • Number of Rows (required): Enter the number of rows that should be included on this Card. There can be up to 5.
        • Number of Columns (required): Enter the number of columns that should be included on this Card. There can be up to 5.
        • Click the plus icon in the top right corner of the “Widgets” section and the Add New Widget window will open.

      The Widget Card window with an arrow pointing to the plus icon

          • Title (required): The title will be used to identify this widget.
          • Type (required): Expand the drop-down to select the type of widget you want to add to this Card. Once you've made your selection, additional options will appear. The possible widgets are:
        • Repeat these steps as many times as necessary to build all the widgets you want to add.
        • Click Add to finalize the Widget Card and add it to the Board.

      Chart Goal widget

      From the "Type" drop-down on the Add New Widget window, select "Chart Goal" as your Widget type.

      • Chart: Use this field to search for and select the Chart for which you want to display the goal. You should only select a Threshold or Bowling Chart that has a goal enabled.
      • Click Save.

      Create Button widget

      From the "Type" drop-down on the Add New Widget window, select "Create Button" as your Widget type.

      • Description: Enter an optional description in this field. The description will appear when people hover over this Create button.
      • Parent: If you want all Items created via this button to be automatically nested under a particular Item, enter that parent into the “Parent” field.

        People who do not have permission to nest an Item under the chosen parent will not see this Create button when they access this Board.
      • Template: If you want to control which templates are available to create from this button, expand this drop-down and select the ones you want to include.

        If you entered a parent, be sure that the parent supports the selected templates. Any templates that are not supported by the parent will not appear on the Create button.

        People who do not have permission to create any of the selected templates will not see this Create button when they access this Board.
      • Click Save.

      Item Count widget

      From the "Type" drop-down on the Add New Widget window, select "Item Count" as your Widget type.

      • Description: Enter an optional description in this field. The description will appear when people hover over this widget.
      • Item Filter: If you do not apply any filters, this widget will return a count of all Items in the system. Click the filter icon to open the Item Filter window and apply the appropriate filters to have it return a list of Items meeting certain requirements instead.
      • Apply View Permissions: When this box is checked, the number each person sees on this widget will reflect their view permissions. This can result in different people seeing different results.

        When this box is not checked, the number each person sees on this widget will reflect the true number of Items that meet the requirements. This can result in a person seeing one number on the widget and a smaller number when they expand the list of Items.
      • Click Save.

      Impact Unit or Time Savings (Hours)

      From the "Type" drop-down on the Add New Widget window, select "Impact Unit" or "Time Savings (Hours)" as your Widget type.

      • Description: Enter an optional description in this field. The description will appear when people hover over this widget.
      • Impact (required): Expand this drop-down to select the Impact(s) you'd like this widget to display.
      • Impact Value: If you do not select any Impact Values, this widget will return the sum of all Impact Values for the selected Impact(s). If you'd like to narrow down the result to only include certain Impact Values, expand this drop-down to select the ones you'd prefer.

        If the selected Impact(s) have not yet had any Values defined, this option will not be available.
      • Resolution Type (required): Expand this drop-down to select which type of Resolution's data should be included in this widget. This option may not appear if your organization isn't using Target or Forecast Resolutions.
      • Realized Date: Enter a Starting and Ending Realized date if you only want to include data for impacts realized within certain dates.
      • Item Filter: If you do not apply any filters, this widget will return data for all Items in the system. Click the filter icon to open the Item Filter window and apply the appropriate filters to have it return a list of Items meeting certain requirements instead.
      • Apply View Permissions: When this box is checked, the number each person sees on this widget will reflect their view permissions. This can result in different people seeing different results.

        When this box is not checked, the number each person sees on this widget will reflect the true number of Items that meet the requirements. This can result in a person seeing one number on the widget and a smaller number when they expand the list of Items.
      • Click Save.

      Total Financial Impact or ROI

      From the "Type" drop-down on the Add New Widget window, select "Total Financial Impact" or "ROI" as your Widget type.

      • Description: Enter an optional description in this field. The description will appear when people hover over this widget.
      • Impact (required): Expand this drop-down to select the Impact(s) you'd like this widget to display.
      • Impact Value: If you do not select any Impact Values, this widget will return the sum of all Impact Values for the selected Impact(s). If you'd like to narrow down the result to only include certain Impact Values, expand this drop-down to select the ones you'd prefer.
      • Resolution Type (required): Expand this drop-down to select which type of Resolution's data should be included in this widget. This option may not appear if your organization isn't using Target or Forecast Resolutions.
      • Realized Date: Enter a Starting and Ending Realized date if you only want to include data for impacts realized within certain dates.
      • Item Filter: If you do not apply any filters, this widget will return data for all Items in the system. Click the filter icon to open the Item Filter window and apply the appropriate filters to have it return a list of Items meeting certain requirements instead.
      • Currency (required): Expand this drop-down to select the currency for which data should be displayed. This option may not appear if your organization is using only one currency.
      • Apply View Permissions: When this box is checked, the number each person sees on this widget will reflect their view permissions. This can result in different people seeing different results.

        When this box is not checked, the number each person sees on this widget will reflect the true number of Items that meet the requirements. This can result in a person seeing one number on the widget and a smaller number when they expand the list of Items.
      • Click Save.

      Edit an existing Widget Card

      Who can edit an existing Widget Card?

      The following people are able to edit existing Widget Cards:

      • The Board's Owner
      • The Board's Editors
      • The Card's Editors
      • Anyone with the "Board Administrator" permission for Boards in the Board's Location.
      • Anyone who can access the Board and has the "Card Administrator" permission for Cards in the Card's Location.

      Edit a Widget Card

      To edit an existing Widget Card, locate the Card with which you want to work, then:

      • Click the ellipsis in the top right corner of the Card.

      A Board with an arrow pointing to a Widget Cards ellipsis

      • Click Edit in the resulting drop-down menu.
        • Update the Card Name, Number of Rows, or Number of Columns fields as necessary.
        • To add additional widgets, follow the steps described above.
        • To edit an existing widget, hover over its line in the "Widgets" section  so that it's highlighted blue, then:
          • Click the pencil icon that appears to its right.
          • Make any necessary changes as described above.
          • Click Save.
        • To delete an existing widget, hover over its line in the "Widgets" section  so that it's highlighted blue, then:
          • Click the x icon that appears to its right. The widget will disappear from the list.
        • Click Save.

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