Charts and Search widgets

Charts: 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.

– Option: As per the ‘Field’ selection, the Field values will be fetched, and select that field value for which you want to display the count. i.e., In Progress, Cancelled.

– 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 a preview of the design.


Search: You can configure the following details for the Search Widget:

– Search Title Text: Insert the search text label. i.e., How Can I help you?, Explore, etc.

– Records per page: set the no. of the records to be displayed on the page.