Widget Cards

Widget Cards are an eye-catching way to display key metrics, visualize goals, and provide Create buttons on Boards.

Widget Cards are versatile tools that provide key KaiNexus functionality and information in one convenient location. 

This example shows three Widget Cards containing Item Count, Create Button, Chart Goal, and Impact Widgets

Keep reading to learn about the following:

• Adding a new Widget Card to a Board

• Types of Widgets
• Editing existing Widget Cards

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.

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.

• 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.

• In the Add New Widget window, select:
  

• • 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:

    • Chart Goal

    • Create Button

    • Item Count

    • Impact Unit

    • Total Financial Impact

    • Time Savings (Hours)

    • ROI (Only available if your organization has the Advanced ROI Module)

• Select Save after you have configured the Widget-specific options. 

• Add additional Widgets to fill the rows and columns on your Widget Card. 

• Select Add to finalize the Widget Card and add it to the Board. 

Types of Widgets

Each Widget has a different set of configuration options and parameters for who can view it. This section will discuss the differences in configuring each Widget type. 

Chart Goal Widget

Chart Goal Widgets display the goal gauge for a Threshold or Bowling Chart. This allows anyone looking at the Board to check a Chart Goal's progress without opening the Item. 

Example of a Chart Goal Widget

Select Chart Goal as your Widget type on the Add New Widget window to add this Widget to a Card.

• Chart: Use this field to search for and select a Chart. The Widget will display the Chart's Goal. You should only select a Threshold or Bowling Chart with a goal enabled.

Create Button widget

Create Button Widgets help anyone with access to the Board quickly create a particular type of Item. 

Example of a Create Button widget.

Select Create Button as your Widget type on the Add New Widget window to add this Widget to a Card.

• 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 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.

Item Count widget

Item Count Widgets display the number of Items that meet your specified requirements. When you select the number, you can view a List of the Items counted in the Widget. 

Example of two Item Count Widgets on a Card

Select Item Count as your Widget type on the Add New Widget window to add this Widget to a Card.

• 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.
• Default Item List View: Use the field to select which List view you want to see upon selecting the Item Count Widget. 
  • Use the pencil icon to customize the columns on your default List view. 
  • The changes you make will affect how the Item List looks each time you select the Widget. You can temporarily adjust filters and columns as you view the List.

Impact Unit or Time Savings (Hours)

Impact Unit and Time Savings (Hours) Widgets display the Impact of Items that meet your specified requirements. Selecting the Impact will open a List of Items referenced in the Widget. 

Impact Unit Widgets display Impact measured in units, while Time Savings (Hours) Widgets display the Time Saving Impact Type. 

Example of Time Savings (Hours) Widget

Select Impact Unit or Time Savings (Hours) on the Add New Widget window to add these Widgets to your Card. 

• 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.
• Default Item List View: Use the field to select which List view you want to see upon selecting the Widget. 
  • Use the pencil icon to customize the columns on your default List view. 
  • The changes you make will affect how the Item List looks each time you select the Widget. You can temporarily adjust filters and columns as you view the List.

Total Financial Impact or ROI

Total Financial Impact Widgets display the Financial Impact of Items that meet your specified requirements. ROI Widgets display the return on investment of Items that meet your specified requirements. 

Selecting the Widget will open a List of Items referenced in the Widget. 

Example of three Total Financial Impact Widgets on a Card

Select Total Financial Impact or ROI on the Add New Widget window to add these Widgets to a Card. 

• 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 want 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.
• Default Item List View: Use the field to select which List view you want to see upon selecting the Widget. 
  • Use the pencil icon to customize the columns on your default List view. 
  • The changes you make will affect how the Item List looks each time you select the Widget. You can temporarily adjust filters and columns as you view the List.

Edit an existing Widget Card

Who can edit an existing Widget Card?

The following people can 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.

• 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.

Recommended Reading

• Customize a Card's headers
• Move a Card
• Copy a Card
• Export a Card
• Delete a Card