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<!DOCTYPE html>
<html lang="ru">
<html lang="en">
<head>
<title>Использование виджетов для дэшбордов на пользовательских страницах</title>
<title>Use dashboard widgets on custom pages</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="Поскольку виджеты дэшбордов отображают графики и списки, в них необходимо передавать значения вводных данных, по которым будут строиться отчёты. Для этого в настройках виджетов..." />
<meta name="description" content="As dashboard widgets display charts and lists, they need input data for the reports to be generated. To pass this data, use the two kinds of parameters in the widgets’ settings:" />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
<meta property="og:url" content="https://elma365.com/ru/help" />
<meta property="og:image" content="" />
<meta property="og:site_name" content="ELMA365" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
@ -24,7 +23,6 @@
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
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</head>
<body>
<script async src="https://www.googletagmanager.com/gtag/js?id=G-M6ETBEC1R9"></script><script>window.dataLayer=window.dataLayer || []; function gtag(){dataLayer.push(arguments);}gtag('js', new Date()); gtag('config', 'G-M6ETBEC1R9');</script>
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<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://elma365.com/ru/help">
<img src="./logo.svg" alt="header logo">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83179930,'reachGoal','poisk')">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
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</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
</div>
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<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://elma365.com/ru/help">
<img src="./logo-light.svg">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
@ -94,15 +92,15 @@
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>Low-code дизайнер &gt; <a href="interface_settings.html">Создание интерфейсов</a> &gt; Типы виджетов &gt; Виджеты для «ELMA365 CRM» &gt; <a href="crm-dashboards-widgets.html">Виджеты дэшбордов руководителя и сотрудника отдела продаж</a> / Использование виджетов для дэшбордов на пользовательских страницах</p>
<p>Low-code designer &gt; <a href="interface_settings.html">Set up interfaces</a> &gt; Widget types &gt; CRM widgets &gt; <a href="crm-dashboards-widgets.html">Sales rep and sales manager dashboard widgets</a> / Use dashboard widgets on custom pages</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Использование виджетов для дэшбордов на пользовательских страницах</span></h1>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Use dashboard widgets on custom pages</span></h1>
</div>
</header>
@ -111,33 +109,31 @@
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="line-height: 1.28; margin: 0 0 11px 0;">Поскольку виджеты дэшбордов отображают графики и списки, в них необходимо передавать значения вводных данных, по которым будут строиться отчёты. Для этого в настройках виджетов предусмотрены следующие параметры: </p>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter;">As dashboard widgets display charts and lists, they need input data for the reports to be generated. To pass this data, use the two kinds of parameters in the widgets’ settings:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">поля, которые связываются с определёнными переменными, например, созданными в контексте виджета. Значения этих переменных можно задавать вручную или при помощи скрипта;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">опции, которые определяют внешний вид построенных графиков и списков и задаются вручную.</li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 0;">Рассмотрим на примере, как отобразить статистику из виджета для дэшбордов на пользовательской странице. Настроим страницу, на которой бухгалтеры смогут просматривать отчёт распределения сделок в работе по сотрудникам. Для этого: </p>
<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter;">Fields linked with variables. These variables can be created in the widget’s context. You can set their values manually or using scripts.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter;">Options that determine what the generated reports and lists will look like. They are configured manually.</span></li></ul>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter;">Let’s consider an example of how statistics from dashboard widgets can be displayed on custom pages. We’ll set up a page where the accounting department can view how deals are allocated among sales reps. To do that:</span></p>
<ol style="list-style-type:upper-roman">
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a href="360009924451.html" class="topiclink">Создайте страницу</a> и укажите название, например, <span style="font-weight: bold;">Бухгалтерия</span>.</li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Нажмите на значок шестерёнки справа от названия страницы и выберите пункт <span style="font-weight: bold;">Конструктор</span>.</li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">В дизайнере интерфейсов перейдите на вкладку <span style="font-weight: bold;">Контекст</span> и создайте следующие переменные: </li></ol>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Создать отчёт</span> — переменная типа <a href="360009707032.html#yes_no" class="topiclink">Выбор «да/нет»</a> с кодом <code><b>build</b></code>;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Начало периода</span> — переменная типа <a href="360009707032.html#date-time" class="topiclink">Дата/время</a> с включённой опцией <span style="font-weight: bold;">Дата</span>;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Конец периода</span> — переменная типа <a href="360009707032.html#date-time" class="topiclink">Дата/время</a> с включённой опцией <span style="font-weight: bold;">Дата</span>;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Ответственные</span> — переменная типа <a href="360009707032.html#users" class="topiclink">Пользователи</a> с включённой опцией <span style="font-weight: bold;">Несколько</span>.</li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 36px;"><img alt="use-crm-widgets-1" width="800" height="337" style="margin:0;width:800px;height:337px;border:none" src="use-crm-widgets-1.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="4" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Перейдите на вкладку <span style="font-weight: bold;">Шаблон</span>. На панели справа выберите вкладку <span style="font-weight: bold;">Свойства</span> и добавьте<span style="font-weight: bold;"> </span>на поле для моделирования переменные <span style="font-weight: bold;">Начало периода</span>, <span style="font-weight: bold;">Конец периода</span>, <span style="font-weight: bold;">Ответственные</span>. Значения этих переменных будут задаваться вручную пользователем на странице. </li><li value="5" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Добавьте на поле для моделирования виджет <span style="font-weight: bold;">Кнопка</span>. В настройках укажите название кнопки, в поле <span style="font-weight: bold;">Тип действия</span> выберите <span style="font-weight: bold;">Скрипт</span>. </li></ol>
<p style="background: #fffffe; margin: 0 0 0 36px;"><img alt="use-crm-widgets-2" width="725" height="387" style="margin:0;width:725px;height:387px;border:none" src="use-crm-widgets-2.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="6" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">В поле <span style="font-weight: bold;">Событие при нажатии</span> добавьте скрипт, в котором используется переменная <span style="font-weight: bold;">Создать отчёт</span> с кодом <code><b>build</b></code>, добавленная в контекст виджета на <span style="font-style: italic;">шаге 3</span>: </li></ol>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">async&nbsp;function&nbsp;build&nbsp;():&nbsp;Promise&lt;void&gt;&nbsp;{</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;Context.data.build&nbsp;=&nbsp;!Context.data.build;</span><br />
<li value="1" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter;"><a href="360009924451.html" class="topiclink">Create a page</a> and enter its name, for example, </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Accounting</span><span style="font-size: 13px; font-family: Inter;">.</span></li><li value="2" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter;">Click the gear icon next to the page’s name and select </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Widget Builder</span><span style="font-size: 13px; font-family: Inter;">.</span></li><li value="3" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter;">In the interface designer, go to the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Context</span><span style="font-size: 13px; font-family: Inter;"> tab and create the following variables:</span><ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Generate the report</span><span style="font-size: 13px; font-family: Inter;">. A <a href="360009707032.html#yes-no-switch" class="topiclink">Yes/No switch</a> type variable (code: </span><code><b>build</b></code><span style="font-size: 13px; font-family: Inter;">).</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Start of the period</span><span style="font-size: 13px; font-family: Inter;">. A <a href="360009707032.html#date-time" class="topiclink">Date/time</a> (</span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Date</span><span style="font-size: 13px; font-family: Inter;">) variable.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">End of the period</span><span style="font-size: 13px; font-family: Inter;">. A <a href="360009707032.html#date-time" class="topiclink">Date/time</a> (</span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Date</span><span style="font-size: 13px; font-family: Inter;">) variable.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Responsible sales reps</span><span style="font-size: 13px; font-family: Inter;">. A <a href="360009707032.html#users" class="topiclink">Users</a> (</span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Many</span><span style="font-size: 13px; font-family: Inter;">) variable.</span></li></ul></li></ol>
<p style="text-indent: -24px; line-height: 1.20; margin: 0 0 11px 58px;"><img alt="use-dashboards-widgets-1" width="912" height="447" style="margin:0;width:912px;height:447px;border:none" src="use-dashboards-widgets-1.png"/></p>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter;">Go to the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Template</span><span style="font-size: 13px; font-family: Inter;"> tab. On the right-side panel, switch to </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Properties</span><span style="font-size: 13px; font-family: Inter;"> and add the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Start of the period</span><span style="font-size: 13px; font-family: Inter;">,</span><span style="font-size: 13px; font-family: Inter; font-weight: bold;"> End of the period</span><span style="font-size: 13px; font-family: Inter;">, and </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Responsible sales reps </span><span style="font-size: 13px; font-family: Inter;">fields</span><span style="font-size: 13px; font-family: Inter; font-weight: bold;"> </span><span style="font-size: 13px; font-family: Inter;">to the modeling canvas. The user will set the values of these properties manually on the report’s page.</span></li><li value="5" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter;">Add the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Button</span><span style="font-size: 13px; font-family: Inter;"> widget to the modeling canvas. In the widget’s settings, specify the button’s name. In the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Action type</span><span style="font-size: 13px; font-family: Inter;"> field, select </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Run a script</span><span style="font-size: 13px; font-family: Inter;">.</span></li><li value="6" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 13px; font-family: Inter;">In the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">On click handler</span><span style="font-size: 13px; font-family: Inter;"> field, add a script. It will use the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Generate the report </span><span style="font-size: 13px; font-family: Inter;">variable (code </span><code><b>build</b></code><span style="font-size: 13px; font-family: Inter;">) that we added to the widget’s context in step 3.</span></li></ol>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">async </span><span class="f_CodeExample" style="font-weight: bold;">function</span><span class="f_CodeExample"> build (): Promise&lt;</span><span class="f_CodeExample" style="font-weight: bold;">void</span><span class="f_CodeExample">&gt; {</span><br />
<span class="f_CodeExample"> &nbsp;&nbsp;&nbsp;Context.data.build = !Context.data.build;</span><br />
<span class="f_CodeExample">}</span></p>
<p style="background: #fffffe; margin: 0 0 0 36px;"><span style="font-size: 13px; color: #000000; background-color: #fffffe;">&nbsp;</span></p>
<ol style="list-style-type:upper-roman" start="7">
<li value="7" style="background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;">Вынесите на поле для моделирования виджет <span style="font-weight: bold;">Распределение Лидов/Сделок по сотрудникам</span>.</li><li value="8" style="background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;">В настройках виджета свяжите опции <span style="font-weight: bold;">Построить график</span>, <span style="font-weight: bold;">Пользователи</span>, <span style="font-weight: bold;">Начало периода</span> и <span style="font-weight: bold;">Конец периода</span> с переменными, добавленными в контекст виджета. Для этого нажмите на значок <img alt="chain_icon" width="17" height="17" style="margin:0;width:17px;height:17px;border:none" src="chain_icon.png"/> справа от названия поля, затем на ссылку <span style="font-weight: bold;">&lt;Не установлено&gt;</span>. В открывшемся списке выберите соответствующее свойство.</li><li value="9" style="background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;">Задайте другие параметры виджета, например, в поле <span style="font-weight: bold;">Приложение</span><span style="font-weight: bold; color: #ff0000;">*</span> укажите приложение <span style="font-weight: bold;">Сделки</span>, в поле <span style="font-weight: bold;">Воронки</span> — отметьте все созданные для сделок воронки. При таких настройках в отчёте будут показываться все назначенные на выбранных пользователей сделки из всех воронок.</li></ol>
<p style="background: #fffffe; margin: 0 0 0 36px;"><img alt="use-crm-widgets-3" width="712" height="701" style="margin:0;width:712px;height:701px;border:none" src="use-crm-widgets-3.png"/></p>
<p style="background: #fffffe; margin: 0 0 0 36px;">Подробнее о полях виджета читайте в статье <a href="crm-dashboards-widgets.html#assigned-items" class="topiclink">«Виджеты дэшбордов руководителя и сотрудника отдела продаж»</a>.</p>
<ol style="list-style-type:upper-roman" start="7">
<li value="10" style="background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;">Сохраните настройки виджета.</li><li value="11" style="background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;">Чтобы страница стала доступной для пользователей, нажмите кнопки <span style="font-weight: bold;">Сохранить</span> и <span style="font-weight: bold;">Опубликовать</span> на верхней панели дизайнера интерфейсов.</li></ol>
<p style="background: #fffffe;">Настроенная страница может выглядеть следующим образом: </p>
<p style="background: #fffffe;"><img alt="use-crm-widgets-4" width="956" height="523" style="margin:0;width:956px;height:523px;border:none" src="use-crm-widgets-4.png"/></p>
<p style="background: #fffffe;">Пользователи указывают необходимые даты и сотрудников в полях вверху страницы и нажимают кнопку <span style="font-weight: bold;">Построить график</span>. Виджет на странице отобразит статистику по количеству сделок, находящихся в каждом из статусов воронки и назначенных на выбранных коллег.</p>
<li value="7" style="line-height: 1.20; background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">Save the settings of the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Button</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> widget.</span></li></ol>
<p style="text-indent: -24px; line-height: 1.20; background: #fffffe; margin: 0 0 0 38px;"><img alt="use-dashboards-widgets-2" width="827" height="525" style="margin:0;width:827px;height:525px;border:none" src="use-dashboards-widgets-2.png"/></p>
<ol style="list-style-type:upper-roman" start="8">
<li value="8" style="line-height: 1.20; background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-size: 13px; font-family: Inter;">Drag the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Allocation of Leads/Deals by Employee</span><span style="font-size: 13px; font-family: Inter;"> widget to the modeling canvas.</span></li><li value="9" style="line-height: 1.20; background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-size: 13px; font-family: Inter;">In the widget’s settings, link the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Build chart</span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 13px; font-family: Inter;">, </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Users</span><span style="font-size: 13px; font-family: Inter;">, </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Start of the period</span><span style="font-size: 13px; font-family: Inter;">, and </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">End of the period</span><span style="font-size: 13px; font-family: Inter;"> fields with the variables added to the context. To do that, click the </span><img alt="link-icon" width="17" height="17" style="margin:0;width:17px;height:17px;border:none" src="link-icon.png"/><span class="f_ImageCaption"> </span><span style="font-size: 13px; font-family: Inter;">icon to the right of a field and select </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">&lt;Not defined&gt;</span><span style="font-size: 13px; font-family: Inter;">. In the window that opens, select the corresponding variable.</span></li><li value="10" style="line-height: 1.20; background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-size: 13px; font-family: Inter;">Set up other parameters of the widget. For example, select </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Deals</span><span style="font-size: 13px; font-family: Inter;"> in the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">App</span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-size: 13px; font-family: Inter;"> field and check all sales pipelines in the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">Pipelines</span><span style="font-size: 13px; font-family: Inter;"> field. With these settings, all deals from all pipelines that are assigned to the specified users will be included in the report.</span></li></ol>
<p style="text-indent: -24px; line-height: 1.20; background: #fffffe; margin: 0 0 0 38px;"><img alt="use-dashboards-widgets-3" width="683" height="774" style="margin:0;width:683px;height:774px;border:none" src="use-dashboards-widgets-3.png"/></p>
<p style="line-height: 1.20; background: #fffffe; margin: 0 0 0 36px;"><span style="font-size: 13px; font-family: Inter; color: #394149;">Read more about the widget’s settings in <a href="crm-dashboards-widgets.html#assigned-items" class="topiclink">Sales rep and sales manager dashboard widgets</a>.</span></p>
<ol style="list-style-type:upper-roman" start="11">
<li value="11" style="line-height: 1.20; background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">Save the widget’s settings.</span></li><li value="12" style="line-height: 1.20; background: #fffffe; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">To make the page available to users, click </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Save</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> and </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Publish</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> in the interface designer toolbar.</span></li></ol>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">The page you configure may look like this:</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="use-dashboards-widgets-4" width="1035" height="650" style="margin:0;width:1035px;height:650px;border:none" src="use-dashboards-widgets-4.png"/></p>
<p style="line-height: 1.20; background: #fffffe; margin: 7px 0 16px 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">Users can specify the dates and the employees in the fields at the top of the page and click </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Generate Report</span><span style="font-size: 13px; font-family: Inter; color: #394149;">. The widget on the page displays statistics on the number of deals in each status of the pipeline assigned to the selected sales reps.</span></p>
<div class="bottom-nav">
@ -147,14 +143,14 @@
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<span class="bottom-nav__link">income-widget.html</span> <span
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