Create and manage shared charts

Shared charts allow you to visualize jobs in the Map view and change the color of job locations based on attribute values defined in the charts. You can create custom shared charts and share them with workflow item users or specific groups. Shared charts can be accessed on the Manage page in the summary panel.

Create shared charts

Complete these steps to create shared charts:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Settings .

   Note:

   If you don’t have sufficient privileges, the Settings button is not available.

4. Click the Shared Charts tab.
5. Click Create New in the Saved Charts panel.
6. Provide a name for the shared chart in the Chart Name text box.
7. Type a field name in the Display Field text box.

   The data from this field is used to create the chart.

8. Type a name for the field in the Display Name text box.

   The Display Name text is what appears in the chart and should concisely convey the contents of the field to help others understand the data.

9. Optionally, click the Sort Direction drop-down arrow and change the sort order.
10. Optionally, click the Color Ramp drop-down arrow and change the chart's color scheme.
11. Choose one of the following options in the Share Chart With section:
    • Everyone—Share the search with all workflow item users.
    • Group—Check the Shared To check box next to each of the workflow item groups you want to give access to the shared search.
12. Click Save to save the chart.

Change the display order of shared charts

You can specify the display order of shared charts in the summary panel on the Manage page.

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Settings .

   Note:

   If you don’t have sufficient privileges, the Settings button is not available.

4. Click the Shared Charts tab.
5. Click the chart that you want to reorder in the Saved Charts list.
6. Click Move To Top or Move To Bottom , or click Reorder Chart and drag the chart to the desired location.
7. Click Save to update the display order.
8. Repeat steps 5 through 7 to reorder more shared charts.

Duplicate shared charts

Duplicating a shared chart allows you to make a copy of a shared chart that can be used as a starting point for charts with similar criteria. Complete these steps to duplicate a shared chart:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Settings .

   Note:

   If you don’t have sufficient privileges, the Settings button is not available.

4. Click the Shared Charts tab.
5. Click the shared chart that you want to duplicate in the Saved Charts list.
6. Click More Actions and click Duplicate Chart.

   The duplicated shared chart appears in the Saved Charts list with - Copy appended to its name.

The shared chart can now be edited and used to create a chart with similar criteria.

Edit shared charts

Complete these steps to edit shared charts:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Settings .

   Note:

   If you don’t have sufficient privileges, the Settings button is not available.

4. Click the Shared Charts tab.
5. Click the name of the shared chart you want to edit in the Saved Charts list.

   Tip:

   You can filter the Saved Charts list by typing a search term in the Search Saved Charts text box.

6. Update chart settings as necessary.
7. Click Save to save the changes.

Delete shared charts

Deleting a shared chart is permanent and can’t be undone. Complete these steps to delete shared charts:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Settings .

   Note:

   If you don’t have sufficient privileges, the Settings button is not available.

4. Click the Shared Charts tab.
5. Click the name of the shared chart you want to delete in the Saved Charts list.

   Tip:

   You can filter the Saved Charts list by typing a search term in the Search Saved Charts text box.

6. Click More Actions in the panel and click Delete Chart.

   A confirmation message appears.

7. Click Yes to delete the shared chart or click No to cancel.

Display fields

The following is a list of display fields and their descriptions:

Field name	Description	Supports visualization
active_versions	The current branch versions associated with the job	Yes
assigned_to	The users to whom the job is assigned	No
assigned_type	The type of assignment (User, Group, or Unassigned)	No
closed	The closed state of the job in integer format	Yes
created_by	The user who created the job	Yes
created_date	The job's creation date	Yes
current_step	The job's current active steps	No
current_step_id	The unique identifier of the current step in the job's workflow diagram	No
description	The job description	Yes
diagram	The job's workflow diagram	Yes
diagram_version	The job's workflow diagram version	Yes
due_date	The job's scheduled end date	Yes
end_date	The date the job is closed	Yes
job_id	The unique identifier of the job	Yes
job_name	The job's name	Yes
job_status	The job's status	Yes
job_template_id	The unique identifier of the job template from which the job was created	Yes
job_template_name	The name of the job template from which the job was created	Yes
owned_by	The job's owner	Yes
priority	The priority of the job in string format	Yes
priority_rank	The priority of the job in integer format	Yes
start_date	The job's scheduled start date	Yes
started_date	The date the job was started	Yes