Creating and Accessing Charts

Selecting this header in the left pane shows all existing Charts for the current app. If no Charts exist, a [Create Chart] button will be displayed for users with the Create Chart permission enabled. 

Creating Charts

1. Selecting the Charts header in the left pane.

2. Select [+Create] Or you may choose [Clone] to start a new chart with the same settings and objects as the charts being cloned.

3. Complete the New Chart form as follows:

1. Name (required)

2. Description (optional) 

3. Table - select one of the Tables in the current app for use in creating this Chart. If you return to this setting later and change it, you will lose any settings below this point on the form.

4. Type - select the type of chart you want to create. If you return to this setting later and change it, you will lose any settings below this point on the form.

4. Depending on the Table and Type selected above, the remainder of the form will be adjusted to reflect your selections. Most Charts require a Query to be defined based on one or more logical criteria, a Data set to be defined based on a Field, and one or more additional Settings relevant to the type of Chart. Dynamic fields from the selected table are able to be included; however, dynamic fields from related tables are not.

*If you need help, contact your ShotFlow Admin or the ShotFlow Professional Services team for assistance with configuring Charts.

Accessing Charts

The Charts link in the left navigation panel displays all Charts in the current app.

Each existing Chart will be displayed as a small preview panel, including:

• The Chart name at the top

• An icon for the type of Chart (bar, pie, etc.)

• The name of the primary Table the Chart data is sourced from

• A Description (if present)

Depending on the user’s permissions, there may be up to four buttons at the bottom of each Chart preview panel:

• View [eye] - Presents the Chart full size in the main window. For more details: Interacting with Charts 

• Edit [pencil] - Presents the Edit Chart form, which is very similar to the Create Chart form (above) but includes the existing Settings with the opportunity to add, remove and/or edit them

• Clone [copy] - Presents the Edit Chart form, which is very similar to the Create Chart form (above) but includes the existing Settings from the source Chart, with the opportunity to save as a new Chart

• Delete [x] - presents a confirmation prompt to permanently delete the Chart, which cannot be undone.