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How to Switch Widget Types

Updated

The Switch Widget Type feature in the MSPbots app enables admins to identify the widget type that presents data more effectively. It helps generate charts quickly and displays real-time data accurately.  

Prerequisites 

Only users with the admin role can switch the widget types.

How to switch to another widget type 

  1. Navigate to Widgets on the MSPbots app. 
  2. Click the widget for switching to another widget type. 

    image select widget
  3. When the Widget Builder window opens, click Config. 

    image config settings
  4. Next, click the Widget Type dropdown menu and choose the type of widget you want to switch to.



    You can switch between the following types of widgets alternatively. 
    • Grid
    • Funnel
    • Card Number
    • Progress Tracker
    • Line Chart
    • Column Chart
    • Pie Chart
    • Heatmap
    • Pivot Table
  5. Click Apply.
    In New Widget Builder mode, you can switch widget types by clicking the icon of your desired widget type. Remember to click Save to keep your settings.
    The available types for switching in New Widget Builder mode are:
       *   Grid
       *   Pie Chart
       *   Card Number

    chart type.gif
  •  

Which configurations change after switching to another widget type?

The original configurations adjust as you switch the widget from one type to another. The changes in the settings are described below.

  • Basic Setting - This setting is unchanged. It will be the same as the configurations in the original widget.

  • Data Source/Dataset (New Widget Builder mode) - This setting is also unchanged. It will be the same as the configurations in the original widget.

  • Config/Options (New Widget Builder mode)
    • Parameter fields existing in the original and the switched widget will be filled in sequentially. However, if the parameter field is unavailable in the switched widget, it will not be displayed.
    • Configuration is required for parameter fields existing in the switched widget but not in the original widget. 
    • The original widget's Dimension and Measure fields will be synchronized, converted, and filled in the new widget.
  • Condition Formatting
    • If the original and the converted widget have Condition Formatting configured, the new widget's configuration retains the original settings for Condition Formatting. 
    • If the original widget does not have Condition Formatting and the converted widget has Condition Formatting settings, you have to configure the Condition Formatting for the converted widget. 

  • History - The settings for the converted widget are the same as the original widget.

    If you switch to another type of widget and then switch back to the original widget type, the configuration of the original widget will be displayed.

 

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