The Object Counter widget shows the number of records or objects that meet criteria you specify. Use it to track volumes that matter to you - and select the count to jump straight to the matching records.
What this widget is for
Counters turn a question into a glance. "How many documents do I own that are up for review?", "How many risks are open in my area?" - each becomes a single number on the dashboard. A row of counters makes an effective summary strip for a management dashboard: volumes in, volumes overdue, volumes in draft.
What the widget shows
The widget displays a single count of the records matching your criteria, together with the subtitle and help text you configure. Selecting the count opens the matching records in ProcessPro.
Quick Steps
Select the Edit Layout button on the dashboard.
Select the Add widget button. The Add Dashboard Widget window opens.
On the Details tab, enter a widget header and select Object Counter from the Type dropdown.
On the Configuration tab, set the options listed below.
Select the green Save button. The widget displays on the dashboard.
Select the Done button to exit editing mode.
Configuration options
Company Scope: choose whether the widget uses data from the currently selected company or from all companies (Selected Company / All Companies).
Object Types: choose which record types to count (Process, Attachment, Managed Document, Value Stream, Risk, Control, Plan).
Statuses: choose which statuses to include (for example Active, Published or Overdue).
Scope: limit the count to records you own, created, participate in, or all records (Owned By Me / Created By Me / I Participate / All Participate / All).
Overdue Only: count only records that are overdue.
Tags: limit the count to records carrying selected tags.
Every widget also has common display options for the header, title, subtitle, help text and title styling. See Managing Dashboard Widgets for details.
Example
An example of the Object Counter widget on a dashboard.
Further Information