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Create and manage shared charts

Summary charts allow you to visualize jobs in the Map view and change the color of job locations based on attribute values defined in the charts. You can create custom summary charts and share them with workflow item users or specific groups. Shared charts can be accessed on the Manage page in the Summary panel.

Create shared charts

Complete these steps to create shared summary charts:

  1. Access the Workflow Manager web app.
  2. Click the Design tab.

    The Design page appears.

    Note:

    If you don’t have sufficient privileges, you won’t see the Design tab.

  3. Click the Settings button Settings.
    Note:

    If you don’t have sufficient privileges, you won’t see the Settings button.

  4. Click the Shared Charts tab.
  5. Click Create New in the Saved Charts panel.
  6. Provide a name for the shared chart in the Chart Name text box.
  7. Type a field name in the Display Field text box.

    The data from this field is used to create the chart.

  8. Type a name for the field in the Display Name text box.

    The Display Name is what appears in the chart and should concisely convey the contents of the field to help others understand the data.

  9. Optionally, click the Sort Direction drop-down arrow and change the sort order.
  10. Optionally, click the Color Ramp drop-down arrow and change the chart's color scheme.
  11. Choose one of the following options in the Share Chart With section:
    • Everyone—Share the search with all workflow item users.
    • Group—Check the Shared To check box next to each of the workflow item groups you want to give access to the shared search.
  12. Click Save to save the chart.

Change the display order of shared charts

You can specify the display order of shared charts in the Summary panel on the Manage page.

  1. Access the Workflow Manager web app.
  2. Click the Design tab.

    The Design page appears.

    Note:

    If you don’t have sufficient privileges, you won’t see the Design tab.

  3. Click the Settings button Settings.
    Note:

    If you don’t have sufficient privileges, you won’t see the Settings button.

  4. Click the Shared Charts tab.
  5. Click the chart that you want to reorder in the Saved Charts list.
  6. Click the Move To Top button Move To Top or Move To Bottom button Move To Bottom, or click the Reorder Chart button Reorder Chart and drag it to the desired location.
  7. Click Save to update the display order.
  8. Repeat steps 5 through 7 to reorder additional shared charts.

Edit shared charts

Complete these steps to edit shared charts:

  1. Access the Workflow Manager web app.
  2. Click the Design tab.

    The Design page appears.

    Note:

    If you don’t have sufficient privileges, you won’t see the Design tab.

  3. Click the Settings button Settings.
    Note:

    If you don’t have sufficient privileges, you won’t see the Settings button.

  4. Click the Shared Charts tab.
  5. Click the name of the shared chart you want to edit in the Saved Charts list.
    Tip:

    You can filter the Saved Charts list by typing a search term in the Search Saved Charts text box.

  6. Update chart settings as necessary.
  7. Click Save to save the changes.

Delete shared charts

Deleting a shared chart is permanent and can’t be undone. Complete these steps to delete shared charts:

  1. Access the Workflow Manager web app.
  2. Click the Design tab.

    The Design page appears.

    Note:

    If you don’t have sufficient privileges, you won’t see the Design tab.

  3. Click the Settings button Settings.
    Note:

    If you don’t have sufficient privileges, you won’t see the Settings button.

  4. Click the Shared Charts tab.
  5. Click the name of the shared chart you want to delete in the Saved Charts list.
    Tip:

    You can filter the Saved Charts list by typing a search term in the Search Saved Charts text box.

  6. Click the More Actions button More Actions in the panel and click Delete Chart.

    A confirmation message appears.

  7. Click Yes to delete the shared chart or click No to cancel.

Display fields

The following is a list of display fields and their descriptions:

Field nameDescriptionSupports visualization

active_versions

The current branch versions associated with the job

Yes

assigned_to

The people to whom the job is assigned

No

assigned_type

The type of assignment (User, Group, or Unassigned)

No

closed

The closed state of the job in integer format

Yes

created_by

The person who created the job

Yes

created_date

The job's creation date

Yes

current_step

The job's current active steps

No

current_step_id

The unique identifier of the current step in the job's workflow diagram

No

description

The job description

Yes

diagram

The job's workflow diagram

Yes

diagram_version

The job's workflow diagram version

Yes

due_date

The job's scheduled end date

Yes

end_date

The date the job is closed

Yes

job_id

The unique identifier of the job

Yes

job_name

The job's name

Yes

job_status

The job's status

Yes

job_template_id

The unique identifier of the job template from which the job was created

Yes

job_template_name

The name of the job template from which the job was created

Yes

owned_by

The job's owner

Yes

priority

The priority of the job in string format

Yes

priority_rank

The priority of the job in integer format

Yes

start_date

The job's scheduled start date

Yes

started_date

The date the job was started

Yes

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