Summary 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 summary 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 summary charts:
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Note:
If you don’t have sufficient privileges, you won’t see the Design tab.
- Click the Settings button
.Note:
If you don’t have sufficient privileges, you won’t see the Settings button.
- Click the Shared Charts tab.
- Click Create New in the Saved Charts panel.
- Provide a name for the shared chart in the Chart Name text box.
- Type a field name in the Display Field text box.
The data from this field is used to create the chart.
- Type a name for the field in the Display Name text box.
The Display Name is what appears in the chart and should concisely convey the contents of the field to help others understand the data.
- Optionally, click the Sort Direction drop-down arrow and change the sort order.
- Optionally, click the Color Ramp drop-down arrow and change the chart's color scheme.
- 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.
- 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.
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Note:
If you don’t have sufficient privileges, you won’t see the Design tab.
- Click the Settings button .
Note:
If you don’t have sufficient privileges, you won’t see the Settings button.
- Click the Shared Charts tab.
- Click the chart that you want to reorder in the Saved Charts list.
- Click the Move To Top button
or Move To Bottom button 
, or click the Reorder Chart button 
and drag it to the desired location. - Click Save to update the display order.
- Repeat steps 5 through 7 to reorder additional shared charts.
Edit shared charts
Complete these steps to edit shared charts:
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Note:
If you don’t have sufficient privileges, you won’t see the Design tab.
- Click the Settings button .
Note:
If you don’t have sufficient privileges, you won’t see the Settings button.
- Click the Shared Charts tab.
- 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.
- Update chart settings as necessary.
- 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:
- Access the Workflow Manager web app.
- Click the Design tab.
The Design page appears.
Note:
If you don’t have sufficient privileges, you won’t see the Design tab.
- Click the Settings button .
Note:
If you don’t have sufficient privileges, you won’t see the Settings button.
- Click the Shared Charts tab.
- 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.
- Click the More Actions button
in the panel and click Delete Chart. A confirmation message appears.
- 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 people 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 person 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 |