Customizing Statistics Chart in Portal

aavramov

Hello all,

I want to customize the statistics chart so that I can display only current tasks by their priority.
I have changed the Statistics json accordingly:

[
  {
    "id": "0",
    "names": [
      {
        "locale": "de",
        "value": "Aufgaben nach Priorität"
      },
      {
        "locale": "en",
        "value": "Tasks by Priority"
      },
      {
        "locale": "fr",
        "value": "Tãches par priorité"
      },
      {
        "locale": "es",
        "value": "Tareas por prioridad"
      }
    ],
    "type": "TASK_BY_PRIORITY",
    "filter": {
    	"selectedCaseStates": ["RUNNING"],
      	"isAllCaseStatesSelected": false,
        "customFieldFilters": {
         "CustomDecimalField1": [0,1,2,3,4,5,6]
      }
        }
  }
]

Is it valid, or am I missing anything because it doesn't seem to work and shows all tasks, regardless of their state?

Any ideas about what am I missing or should change to make it work?

Thanks,

Aleksandar Avramov

nhthinh

Hi Aleksandar,
Thanks for your question.

If you want to customize the statistics chart to display only current tasks by their priority, you can use selectedTaskPriorities to filter tasks. The currently available priority is EXCEPTION, HIGH, NORMAL, LOW.
You can also refer to this document to check whether the data model is valid: Dashboard statistic widget

Please check it and if you need more information, please let us know.
Best regard!

aavramov

Hello @nhthinh ,

Thanks for your answer.
I have tested different filters as shown in the documentation but unfortunately, it seems not to work.
Currently I have the following json, jsut to test out whether the filter would be applied:[ { "id": "0", "names": [ { "locale": "de", "value": "Aufgaben nach Priorität" }, { "locale": "en", "value": "Tasks by Priority" }, { "locale": "fr", "value": "Tãches par priorité" }, { "locale": "es", "value": "Tareas por prioridad" } ], "type": "TASK_BY_PRIORITY", "filter": { "selectedTaskPriorities": ["HIGH"] } } ]
But it is not:

Is there anything else that I need to do or apply in order to have the filter to be applied?

Regards,
Aleksandar Avramov

nhthinh

Hello Mr. Aleksandar, My apologies for the delay in my response.

I've created a JSON structure for a statistic chart that you may find helpful.

      "chart": {
                    "id": "0",
                    "names": [
                        {
                            "locale": "de",
                            "value": "Aufgaben nach Priorität"
                        },
                        {
                            "locale": "en",
                            "value": "Tasks by Priority"
                        },
                        {
                            "locale": "fr",
                            "value": "Tãches par priorité"
                        },
                        {
                            "locale": "es",
                            "value": "Tareas por prioridad"
                        }
                    ],
                    "type": "TASK_BY_PRIORITY",
                    "filter": {
                        "selectedTaskPriorities": ["HIGH"],
                        "isAllTaskPrioritiesSelected": false
                    },
                    "position": 0
                }

It appears that the isAllTaskPrioritiesSelected variable is not included in your JSON structure. Upon reviewing the documentation, we realized that we neglected to specify the default value for this variable. We apologize for the oversight and have created a ticket to update the documentation accordingly.

Feel free to ask if you have any more concerts and would like further assistance. Don't hesitate to try it out again as well.

Best regard!
Thinh Nguyen

aavramov

Hi @Thinh Nguyen

Thanks for your reply.
It made me realize that I was not configuring it the right way.
Nevertheless, what I want to achieve is for the chart to display only active tasks.
For example, here in the task list, we have only 1 active task but the chart says that it is based on 4 tasks:

I really don't understand how the data is calculated there.
My understanding is that if I override the task query it will be picked out from there but it seems that this is not the case.
Any tips or advice on how to achieve my goal?

Thanks in advance,
Aleks

Thinh Nguyen

Hi @aavramov

Based on my understanding of your goal, it appears that our predefined statistic chart does not currently support query tasks by state. However, you can narrow down the scope by filtering the case first and then the task within that case since the data is calculated based on the case filter.

[{ "id": "42e2d9afd9824abc8d3a70b9d9867dba",
   "names": [{
         "locale": "en",
         "value": "Task chart"
      }],
   "type": "TASK_BY_EXPIRY",
   "filter": {
      "timePeriodSelection": "LAST_WEEK",
      "createdDateFrom": null,
      "createdDateTo": null,
      "selectedCaseCategories": ["Alpha_Company"],
      "selectedRoles": ["Everybody"],
      "isAllRolesSelected": false,
      "selectedCaseStates": ["RUNNING"],
      "isAllCaseStatesSelected": false,
      "selectedTaskPriorities": ["HIGH"],
      "isAllTaskPrioritiesSelected": false,
      "customFieldFilters": {
         "CustomVarCharField": ["Request for new computer"],
      }
   },
   "position": 1
}]

Additionally, we have plans to rework all the statistic charts in the upcoming LTS version. Please stay tuned for further updates.

Best Regard!
Thinh Nguyen

Reguël Wermelinger

A friendly reminder here from the admins. Code blocks, such as long json listings, are much easier to read with proper formatting. So please try to use code-blocks in the future 😇

this is a long code block

I added it by stating three code-quotes on start and end

```
this is a long code block
```

aavramov

Hi @Thinh Nguyen

Thanks for your reply.
I have another question regarding task filters. Is there a possibility where we could set a global filter, but at the same time to be specific for every user?
What I mean is:

Any ideas on this one?

Thanks in advance!

Aleksandar

Thinh Nguyen

Hi @aavramov

If I'm not mistaken, it seems like you're interested in setting up a filter that allows session users to view their tasks on a global scale.
However, the Portal already has this capability built-in. If you log in as an admin, you'll be able to see all tasks, while logging in as a specific user will only display the tasks and cases that involve that user on the Portal task list.

aavramov

Hi @Thinh Nguyen ,

Thanks again for your reply.
What if we do override of the BuildTaskQuery, how this would impact what is visible in the Portal Task list?
Is our custom query added on top of the default one, or do we override it completely with it?

Thanks for you replies and support!

Aleks

Thinh Nguyen

Hi @aavramov ,
Thanks for asking!
While the BuildTaskQuery override is still currently available in Portal version 10 but we are planning to phase it out.
The Portal will detect the override query and apply it to the Task list, statistic, excel export...
Overriding the default query with a custom one can lead to performance problems and require your project to depend on the Portal so we recommend that developers avoid using it for the current multi-app approach.
Feel free to ask if you have any more concerts and would like further assistance. 😁