Flow Help
NovacuraRoadmap
Flow Classic Help
Flow Classic Help
  • What is Novacura Flow?
  • 📓System requirements
  • Release information
    • Main Flow releases
      • Release notes 6.13
      • Release notes 6.14
      • Release notes 6.15
    • Flow service packs
      • 6.10
        • 6.10.35
      • 6.11
      • 6.12
        • 6.12.19
        • 6.12.20
      • 6.13
        • 6.13.7
        • 6.13.8
        • 6.13.9
        • 6.13.10
        • 6.13.11
        • 6.13.12
        • 6.13.13
        • 6.13.14
        • 6.13.15
        • 6.13.16
        • 6.13.17
      • 6.14
        • 6.14.1
        • 6.14.2
        • 6.14.3
        • 6.14.4
        • 6.14.5
        • 6.14.6
        • 6.14.7
        • 6.14.8
        • 6.14.9
        • 6.14.10
        • 6.14.11
        • 6.14.12
        • 6.14.13
        • 6.14.14
      • 6.15
        • Server
          • 6.15.1
          • 6.15.2
          • 6.15.3
          • 6.15.4
          • 6.15.5
          • 6.15.6
          • 6.15.7
          • 6.15.8
          • 6.15.9
          • 6.15.10
          • 6.15.12
          • 6.15.13
          • 6.15.14
          • 6.15.15
          • 6.15.16
          • 6.15.17
        • Studio
          • 6.15.1
          • 6.15.2
          • 6.15.3
          • 6.15.4
          • 6.15.5
          • 6.15.6
          • 6.15.7
          • 6.15.8
          • 6.15.10
          • 6.15.11
          • 6.15.12
        • Installer
          • 6.15.1
          • 6.15.2
          • 6.15.6
    • Connector services
      • IFS OData Connector
        • 2.1.33
        • 2.1.29
        • 2.1.28
        • 2.1.27
        • 2.1.26
        • 2.1.25
        • 2.1.24
        • 2.1.23
        • 2.1.22
        • 2.1.21
        • 2.1.20
        • 2.1.19
        • Earlier releases
          • 2.1.18
          • 2.1.17
          • 2.1.16
          • 2.1.15
          • 2.1.14
          • 2.1.13
          • 2.1.12
      • SFTP Connector
        • 2.1.0
      • M3 Rest Connector
        • 2.1.4
        • 2.1.2
      • File System Connector
        • 2.1.3
        • 2.1.2
        • 2.1.1
        • 2.0.0
      • Microsoft Active Directory
        • 2.1.3
    • Android client
    • iOS client
    • Portal 2
      • 2020.13.2
      • 2020.13.3
      • 2020.13.4
      • 2020.13.5
      • 2020.14
      • 2020.14.1
      • 2020.14.2
      • 2020.14.3
      • 2020.14.4
      • 2023.1
      • 2023.2
      • 2023.3
      • 2023.4
      • 2024.1
      • 2024.2
      • 2024.3
      • 2024.4
      • 2025.1
    • Web client
      • 1.1
      • 1.2
      • 1.3
      • 1.4
      • 1.5
      • 1.6
      • 1.7
      • 1.8
      • 1.9
      • 1.10
      • 1.11
      • 1.12
      • 1.13 and up - Change log
    • Integration Engine
      • 2024-10-08
      • 2024-11-26
      • 2024-11-12
      • 2024-12-10
      • 2025-01-13
      • 2025-03-05
      • 2025-03-27
  • 🎣Getting started
    • Quick start
    • Develop your first app
  • 🔨Installation and upgrade
    • Installation
    • New installation
    • Upgrade installation
    • Apply service pack
    • Add component
    • Windows authentication
    • Event log
    • FAQ
      • Monitoring
      • Troubleshooting
      • Migration tool
      • IIS user permission
      • Moving SQLite portal database
  • 🧱Security
    • Server
      • Security settings
  • 💡Development
    • Performance Guidelines
    • FlowScript
      • Variables
      • Operators
      • Functions
        • Text functions
          • Chr
          • DecodeText
          • Guid
          • InStr
          • IsNull
          • Left
          • Len
          • Lower
          • Mid
          • Split
          • RegexMatch
          • RegexMatches
          • RegexReplace
          • Replace
          • Right
          • Trim
          • URLEncode/URLDecode
          • Upper
        • Number functions
          • Ceil
          • Floor
          • Format
          • IsNaN
          • IsNumber
          • Max
          • Min
          • Pow
          • Round
          • Str
          • Maths
            • Abs
            • Acos
            • Asin
            • Atan
            • Cos
            • Cosh
            • Sin
            • Sinh
            • Tan
            • Tanh
            • ToDegrees
          • Val
          • Random
        • Date functions
          • Date
          • Format
          • Now
        • DateTime module
        • JSON module
        • Other
          • Base64DecodeText
          • Base64Encode
          • Case/When/Then
          • Default
          • Empty
          • Group by
          • In
          • Inner Join
          • Non-Boolean values
      • Table
        • All
        • Any
        • Count
        • CSVFill
        • Eval
        • First
        • FirstOrDefault
        • FirstOrEmpty
        • Last
        • Skip
        • Sum
        • Take
        • XMLFill
        • Table queries
      • Programs
      • Formats
      • Script examples
        • SQL Join equivalent
      • AD sync scripting
    • Studio
      • Installation and log in
        • OpenID Connect
      • Applications
        • Menu
          • Inbox
            • Public variables
        • Workflow
          • Start step
          • User step
            • Header
            • Static text
            • Labeled static text
            • Link
            • External app launcher
            • Image viewer
            • Text input
            • Numeric input
            • Date input
            • Time input
            • Check box input
            • Binary option input
            • List selection input
            • List multi-selection input
            • Menu selection input
            • Data grid
            • Calendar
            • Image selection input
            • List presentation
            • Camera input
            • File gallery
            • GPS location input
            • Signature capture input
            • Item creation sub task
            • Check list sub task
            • Verb sub task
          • Machine step
          • Decision step
          • Assertion step
          • Assignment
          • Table
          • Event
          • Checkpoint
          • Split
          • Join
          • Script item
          • Log point
          • Annotation
          • End step
          • Included workflow - fragments
          • Offline resource
          • Swimlanes
          • Offline workflow
            • Create an offline workflow
            • Create an offline resource
            • Create an offline seed inbox
            • Create offline transactions
          • Source Code Editor
        • Subscribe
        • Server content
          • Workflow scheduler
          • Generate link
        • Elements
        • Problems
        • Find
        • Metadata panel
        • Version panel
        • Navigation
        • Test bench
        • Application package
          • Get started
      • Environment
        • Users
        • Roles
        • Connectors
        • Properties
        • Languages
        • System events
        • Active directory sync
        • License
        • Devices
        • Branding
        • Reports
      • Monitoring
        • Tasks
        • Applications
        • Help requests
      • Connectors
    • Portal 2
      • Getting started
      • General
        • Add pages and portlets
        • Edit pages
        • Navigation
        • Style
        • Settings
          • Global Variables
          • List of values management
          • Time offset
          • Presentation mode
      • Portlets
        • Basic
          • Data tree
          • Document viewer
          • Filter
          • HTML Advanced
          • HTML table
          • Record viewer
          • Table
          • Text
        • Workflow
          • Inbox
          • Workflow
        • KPI
          • KPI card
          • Speedometer
        • Visual planning
          • Gantt
          • Kanban
          • Map
          • Scheduler
        • Chart portlets
          • Bar chart
          • Column chart
          • Line chart
          • Pie chart
        • Common configuration
          • Visual planning input data
      • Portal Push Notifications
    • Portal
      • Get started
      • Options
        • Settings
        • List of values management
        • Global variables management
        • Content access management
        • Translations management
        • Import/export
      • Portlets
        • Table
          • Database source
          • Workflow source
        • Record viewer
        • Process overview
        • Iframe
        • Inbox
        • News viewer
        • Document tree
        • Document list
        • Document viewer
        • Generic document viewer
        • Generic document viewer URL
        • Generic document viewer
        • Filter
        • HTML
        • Text
        • Data visualizer card
        • Data visualizer navigator
        • Visual planning
          • Gantt chart
          • Kanban
          • Resource bucket
          • Scheduler
        • Map
      • Icons
    • Integration Engine
      • Get Started
        • Set up Flow 6 Server connection
        • Create an integration
          • Webhook trigger
            • Try the webhook
          • Schedule trigger
        • Turn on diagnostics
        • Add data processing
        • Inspect history and retry execution
        • Monitor all executions
  • 🔌CONNECTORS
    • Overview
    • Installation
      • System Requirements
      • Install
        • Windows Service
      • First-time Setup
      • Tuning performance
    • Areas
      • Business systems
        • Database
          • Oracle
          • SQL Server
        • IFS Applications
          • IFS OData
            • Authentication in IFS Cloud
            • Obtaining end-point info from IFS Cloud
            • Configuring IFS OData connector
            • Configuring databases
            • Operations
              • Create
              • Read
              • Update
              • Delete
              • Get by key
              • Actions
              • Functions
              • Batch
              • Custom request
          • IFS Applications 9/10
        • Infor M3
          • M3 Infor API
          • Infor M3 REST
            • Obtaining end-point info from Infor ION API
            • Configuring Infor M3 REST connector
            • Technical Details
        • Maximo Generic
        • SAP
          • SAP BAPI
            • Basic API
              • BAPI: ZNCFLOW_APPLICATION_COMPONENT
              • BAPI: BAPI_MONITOR_GETLIST
              • BAPI: BAPI_INTERFACE_GETDOCU
              • BAPI: RFC_GET_FUNCTION_INTERFACE
              • BAPI: ZNCFLOW_DDIF_FIELDINFO_GET
        • Oracle Primavera
        • Microsoft Dynamics AX
        • Microsoft Dynamics CRM
        • Microsoft Active Directory
        • Microsoft SharePoint 2013
          • Generic operations
            • Custom list
              • Attachments
              • Create new item
              • Create new item, with field values
              • Delete item
              • Get items by query
              • List all items
              • List fields of items
              • Update item field
            • Document library
              • Check in/out file
              • File management
              • Create sub folder
              • Upload/download
            • Tasks
              • Attachments
              • Predecessors
              • Task information
              • Update task
              • Create new subtask
              • Create new task
            • User operations
              • Group operations
              • Get user by ID
              • Get user by login name
              • List users
      • Communication
        • Email
        • Web page submit
        • FTP
          • Server Operations
          • Directory operations
          • Download Operations
          • File Operations
          • Upload operations
        • SFTP
          • Directory operations
          • Download operations
          • File operations
          • Upload operations
        • Modbus
          • Read operations
          • Write operations
        • External Oauth 2.0 provider
        • Siox
        • REST service
          • REST Project Tool
            • Getting started
            • Operations
              • Parameters
                • Computed parameters
              • Outputs
            • Models
              • Custom model member
            • Model transform
            • Global output
            • Global parameters
            • Authorization schemes
            • Enumerations
            • Tools
        • Web service
          • Example
            • Webservice example: Connector to Microsoft Dynamics AX
        • OPC UA Connector
      • Printing
        • BarTender 2016
          • Print
          • Manually select
          • Print from BTXML script
          • Print from BTXML script
          • List printers
        • NiceLabel
        • Html to PDF
      • Utility
        • Flow environment
        • Custom .NET
        • Google API
        • Generate Xml Data
        • Generate text
        • File System
          • Connector service
            • Configuration
            • Operations
            • Flow Integration
            • API Access
            • Triggers
          • Embedded connector
            • Configuration
            • Directory operations
            • File operations
            • Zip operations
  • 📱Clients
    • Mobile clients
      • Get started
      • Miscellaneous
      • Mobile Device Management
        • Microsoft Endpoint Manager
      • Offline
      • Scanning
    • Web client
      • Get started
      • Miscellaneous
      • Offline
      • Scanning
      • Self hosting
    • Windows 10 client
    • Android legacy client
    • iOS legacy client
    • Web legacy client
    • Windows CE client
  • ❓FAQ
    • How do i find which version of Flow i am running?
  • 📧Contact
Powered by GitBook
On this page
  • General
  • Advanced settings
  • Listeners
  • Data
  • Data source
  • Data source columns
  • Presentation
  • Background color rules
  • Style

Was this helpful?

  1. Development
  2. Portal 2
  3. Portlets
  4. KPI

KPI card

PreviousKPINextSpeedometer

Last updated 1 year ago

Was this helpful?

The KPI cards portlet allows for a quick view of specific values; Key performance indicators. The card and values can be configured in different sizes and with color rules to draw the user's attention to value changes.

General

General data is required for all portlets.

Advanced settings

Initialize load: When checked, the KPI card will be refreshed every time the user enters the page. If not checked, the KPI card will only be refreshed on listening commands.

Listeners

The portlet can listen to the following events:

  • On Row Selection

  • On Refresh

  • On Point Selection

The portlet can send the following events:

  • On Row Selection

  • On Refresh

Data

Data source

The portlet data source configuration enables the portlet to execute specified queries towards the chosen database connector to fetch data or fetch data from a workflow.

  • Database: uses a flow connector to retrieve data from a database

  • Workflow: runs a workflow to retrieve data

Data source columns

Manage: the columns can be configured as a grid view as well as the list view. This view can help for a better overview and quicker configuration when a lot of columns are in use.

Value in Presentation must be filled in before data source columns can be configured.

Click Execute in the data source section to fetch the columns. Each column can be configured with:

  • display name

  • column type

There are a number of column types to choose from. The default column type is text.

  • Text: use to display column as a text fields

  • Number: use for number fields where the number is an integer

  • Decimal: use for numbers with decimals

  • Date: will display the column as a date with no time

  • Date & Time: use to display date and time

Presentation

  • Description: the description to describe the value.

  • Value: the value which is to be displayed as the primary information in the portlet.

  • Unit: the unit of the value.

  • Bottom left corner: the information displayed in the bottom left corner of the portlet. Configure with Widget type:

    • Data Field - input value will be displayed as it is, ie if the input is the text Area: Central, that is what will be shown

    • Trend - will be displayed as an arrow in the direction as per the input value. Input must be an integer between -2 and 2, where -2 is an arrow pointing down and 2 is an arrow pointing up.

  • Bottom right corner: the same configuration as the Bottom left corner but the information is displayed to the right.

Background color rules

The KPI card can have its background color changed (default color). It can also have one or more color rules, for example, to be used to make the background color change to indicate the value is below or above a certain threshold. A color rule will always have priority over the default color and override this if its condition is met.

To enter a new rule:

  • click New

  • select a color

  • enter the condition field, operator and value

  • preview the result or save

To edit an existing rule, click on the rule and it expands into edit mode.

Style

Change the header text color and add a header stripe by configuring style.

Under presentation, add the data which is to be displayed in the KPI card. All presentation objects are configured with a fixed size, default color and an optional color rule (for configuration see ).

💡
Background color rule
KPI Card presentation configuration
KPI card example with data field configured to the left and Trend to the right.
General configuration
Listeners configuration
Data source configuration
Workflow source configuration
Style configuration