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Widget Properties

When adding Home Page Widgets Administration, you may wish to customize them to fit your specific needs. The Properties tab allows you to change some settings for each widget. The following table describes these property options.

Some properties are not available for all widgets.

Property

Description

Size

Determines the size of the widget on the Home Page. Options are Small, Medium, and Large.

timeFrame

This option determines what time frame the widget pulls data from. The options are:

  • Hour

  • Day

  • Month

  • Quarter

  • Year

timeStart / timeEnd

Sets the range for the timeFrame.

timePeriod

Sets the range for the timeFrame.

topNum

Indicates how many of the top reasons display in the widget.

timeIntervalFrame

Works the same as timeFrame, but is based on the intervals in the widget.

timeIntervalPeriod

Works the same as timeStart / timeEnd, but is based on the intervals in the widget.

tickInterval

Indicates how many timeIntervalPeriods to put between each tick mark on the X axis.

numWeeks

Sets the number of weeks to display results.

(info) This uses the Start Day field setting from the Calendar Week time frame to determine which day to start each week.

belowRatingColor

For the CSAT Survey widget, this field determines the color of the below average rating column. This field uses a color picker or the RGB, HSL, or HEX color value.

aboveRatingColor

For the CSAT Survey widget, this field determines the color for the above average rating column. This field uses a color picker or the RGB, HSL, or HEX color value.

display

Determines how the title of the widget displays. The options are:

  • code

  • description1

  • description2

  • description3

legend

Determines if the legend is shown or hidden in the widget.

widgetTitle

Allows you to type a name for the widget.

timePeriodHour

For the User Posts widget, this property controls the offset for the time that is displayed on user posts.

timeoutSeconds

Database query timeout interval in seconds. Defaults to 1.

autoRefresh

The widget refreshes every 60 seconds if this field is set to "true." If it is set to "false," the widget only refreshes when the Home Page is loaded. We recommend only using this feature if it is necessary.

(info) The setting entered in cachedMinutes can impact the autoRefresh. If the cached data has not expired, autorefresh will not update the data on widgets. Refer to the Examples section below for more information.

cachedMinutes

The number of minutes that the widget's data should be cached, with 0 (zero) representing no caching. On the Case Listing Report widget, the default is 600. On the Case Queue and User Posts widgets, the default is 60. On the Agent Statistics widget, the default is 30.

(info) The setting entered in cachedMinutes can impact the autoRefresh. If the cached data has not expired, autorefresh will not update the data on widgets. Refer to the Examples section below for more information.

sortByColumn

For the Case Queue widget, this field determines the column used for sorting queues. Available options are "Label", "Total", "Age", and "Average".

When "Label" is selected and a description is not available, the code will display on the widget. If a different language is used, the description1 for that language translation will display.

sortOrder

For the Case Queue widget, this field determines if the column is sorted in ascending or descending order.

favoriteId

This favorite must be distributed to each agent for them to see this report on their Home Page. If not, it displays a blank screen that states the report could not be found.

surveyRunId

For the CSAT Survey Results widget, this field determines the survey results shown to the agent on their Home Page.

The following table outlines which properties are available for each widget, as well as the default property setting for that widget:

Widget

Properties / Default Settings

Case Queue

  • Size: Medium

  • timeoutSeconds: 1

  • autoRefresh: true

  • cached Minutes: 1

  • sortByColumn: Label

  • sortOrder: Ascending

Case Reason

  • Size: Medium

  • timeFrame: Month

  • timeStart: -1

  • timeEnd: 0

  • topNum: 5

  • display: description1

  • legend: -1

  • widgetTitle: Top Reason for the Last Month

  • timeoutSeconds: 1

  • autoRefresh: false

  • cachedMinutes: 600

Case Contact Method

  • Size: Medium

  • timeFrame: Month

  • timePeriod: -1

  • timeIntervalFrame: Day

  • timeIntervalPeriod: 1

  • tickInterval: 1

  • widgetTitle: Case Contact Method

  • timeoutSeconds: 1

  • autoRefresh: false

  • cachedMinutes: 600

Order Queue

  • Size: Medium

  • timeoutSeconds: 1

  • autoRefresh: true

  • cachedMinutes: 1

Recent Pending Actions

  • Size: Medium

  • timeoutSeconds: 1

  • autoRefresh: false

  • cachedMinutes: 1

User Posts

  • Size: Medium

  • timePeriodHour: -5

  • timeoutSeconds: 1

  • autoRefresh: true

  • cachedMinutes: 60

Additional Resources

  • Size: Medium

  • timeoutSeconds: 1

  • autoRefresh: false

  • cachedMinutes: 10

Agents Stats

  • Size: Medium

  • timePeriodHour: -5

  • autoRefresh: false

  • cachedMinutes: 60

CSAT Survey Results

  • Size: Medium

  • timeoutSeconds: 1

  • cachedMinutes: 60

  • numWeeks: 7

  • belowRatingColor: Red
    R=254 G=1 B=1
    H=0 S=99% L=50%
    HEX=#FE0101

  • aboveRatingColor: Green
    R=105 G=140 B= 0
    H=75 S=100% L=27%
    HEX=#698C00

  • surveyRunId: [blank]

Yammer Feed

  • Size: Medium

  • appId: [blank]

  • network: [your network]

Case Listing Report

  • Size: Medium

  • favoriteId: [blank]

  • timeoutSeconds: 1

  • autoRefresh: false

  • cachedMinutes: 1

Chart Report

  • Size: Medium

  • favoriteId: [blank]

  • timeoutSeconds: 1

  • autoRefresh: false

  • cachedMinutes: 600

Telephony Marquee

  • Size: Medium

Telephony Workgroups

  • Size: Medium

Message Center Inbox

  • Size: Medium

  • timeoutSeconds: 1

  • autoRefresh: true

  • cachedMinutes: 60

Examples settings for autoRefresh and cachedMinutes

The setting entered in cachedMinutes can impact the autoRefresh. If the cached data has not expired, autorefresh will not update the data on widgets.

The following examples show some autoRefresh and cachedMinutes combinations:

Example 1

  • autoRefresh = TRUE

  • cachedMinutes = 10

With these settings, the widget data is set to "expired" after 10 seconds. The autoRefresh will run every minute to check if cached data exists. If so, it is expired. Only when it finds that data is expired will it update the widgets. If the data is not expired, it will not update.

Example 2

  • autoRefresh = FALSE

  • cachedMinutes = 10

With these settings, even though data is "expired" after 10 seconds, user intervention is required to update the widgets. Loading the Home Page will trigger an update when:

  • Opening and dismissing a case. Then, returning to the Home Page.

  • Manually reloading the Home Page using [Ctrl + F5].

Only when the Home Page is reloaded will Emplifi Agent query the database and update the widget. Data freshness is not a factor.

Example 3

  • autoRefresh = TRUE

  • cachedMinutes = 0

Every 60 seconds Emplifi Agent checks for cached data and the status of data. In this case it finds no cached data. Next, it queries the database for the widget and loads data for the last timePeriodHour. Every 60 seconds users will see updated data whether they stay on the Home Page or they are opening and dismissing cases.

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