Dashboard Views

Map View

Go to the Dashboard

Open a List

Click on the Map tab

You can click on a pin to get a summary of the form and then click on the View button to view the form

Polygons 

A polygon is a shaded/coloured area on the map that can be linked to a form.

Creating Polygon map view on a dashboard, then click on the add polygon button.

Then click on the map to draw your polygon point by point and then double click at the end to complete drawing the polygon

Linking a Form to a Polygon

Once a polygon is drawn you can click on the create form button to create a new form and link the form to the polygon

On the screen that appears for you to create a new form, you will see all the form types that have a GPS user field configured with the Polygon mode. 

Pick a form type from this list, fill in the details and submit the form.

The polygon will be created with a link to the form.

View a Form Linked to a Polygon

To view the form linked to the polygon click on the pill in the centre of the polygon, then click on the view button

Edit a Polygon

To edit a polygon click on the edit icon on the on hover screen

This will turn the points of the polygon into its editable state. You can then drag around the points to reshape/resize the polygon as required. And then simply click anywhere on the screen to save the changes.

Creating Another Form to Link to an Existing Polygon

To create and link another form against an existing polygon click on the hover tool and then click on the + icon.

As you can only link the same form type as the one already linked to the polygon it will automatically load up that form for you. In this case the Services form.

Associating Existing Forms to a Polygon

To link exiting forms of the same type already linked to a polygon, click on the link icon on the hover screen.

This will load up the associate screen, pre-filtered to the form type already linked to the polygon. In this example, it is prefiltered to the Services form type.

From here you can do a keyword search to find the forms you wish to link. 

Select the relevant forms and then click done.

Deleting a Polygon

To delete a polygon click on the delete icon on the hover screen and follow the prompts.

Note that deleting the polygon will not delete the forms you created against the polygon.

Filtering the Map by Polygons

You can filter your map view by the polygon form types you've configured against your widget.

To filter your map view click on the status filter.

Filter by polygon form type and its status. Then click done to update the map.

Graph View

Viewing More than 10 Items

To view more options you can use your mouse scroll wheel to zoom in and out of the data.

You can also use your mouse to click and drag the chart left or right to see more data.

Chart Type

Depending on the configuration you may see a Bar Chart or Line Chart.

Bar charts are either stacked or next to each other.

In a stacked bar chart the open and closed forms will display in a single bar which is stacked.

In a bar chart where the data is next to each other the open and closed forms will be displayed as 2 bars.

Toggle Between Graph Criteria

Users can change the widget from a list when viewing the dashboard as needed.

Searching with Breadcrumbs

To carry out a search using the breadcrumb, go to the main dashboard view.

1. Click on the browse link

2. Select the criteria you wish to search with.

3. Click on search.

Search Using Cascading User Fields 

When a widget is configured to search by a parent selection of a cascading user field, the search results show forms that contain the parent and / or parent+sub selection.

Fore example:

Zone 1

Zone 1/ Building 1

Zone 1/ Building 2

Keyword Search a List

In the Dashboard list view, you can now perform keyword searching to filter your search results. 

The results will be based on the keywords you type in being anywhere on the form. The results will be based on the iTWO cx Search Operators