If you want to display the analytics in Charts by selecting the Entity & its specific field, you need to configure the following details:
Title: Insert the relevant Chart Title. i.e., Total Cases, In Progress Cases.
Select Entity: Select the Entity from the list. i.e., Account, Case, Attachment, Contract, Call, Order.
Select Field: As per the Entity selection, the Fields will be fetched.
Select Field Value: Select the field value of the entity that you want to display in the chart.
Enable Workflow: Tickmark this option to assign the workflow and derive the results based on the assigned conditions.
– Data Loading Workflow: Assign the created workflow to the widget that you want to enable for the data loading.
– Design Layouts: By scrolling down, you will get the 4-predefined Design Layouts to select the appearance of the chart in the customer portal.
By clicking on the design, you will get the preview of the design.
Enable reCAPTCHA: If you have enabled the reCAPTCHA, you will get the “Enable reCAPTCHA” option in the widget. By enabling the reCAPTCHA, the page will be protected from spam when the portal users navigate to the page.
Note: If the V3 reCAPTCHA is configured, only then you will get the Enable reCAPTCHA option in the Chart widget configuration. If you have enabled it, the V3 reCAPTCHA will appear in the customer portal.