News.Letter

Nov 2024 - The EngineerList SUPER KPI Card spectacular

This Month

We’ve had an influx of our favo(u)rite “can we just…” requests aimed at our Engineer.List plugin this month. List was originally designed as a legislation tracker/horizon scan tool to show how different regions were implementing rules when a map wasn’t appropriate, but we’ve seen it blossom into an asset tracker, property portfolio, patent & trademark explorer, personal task management widget and much more. We’re going to dig into some of these this month along with our new use cases:

SUPER KPI CARDS!

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If you don’t have EngineerList yet, you can find out more (including pricing) here: Engineer.List 

SUPER KPI CARDS 

SUPER KPI CARDS
HighQ’s humble KPI card hasn’t seen much love in the 14 years I’ve been working with the platform. While EngineerList has been able to do counts for a little while using the isChoropleth option and totals using the sumColumn option, with a little more configuration we can create our SUPER KPIs.

Let’s say we have 4 columns in our iSheet based around task management: Task Name, Status, Priority, and Assignee. We can create a view filtered so the assignee is [me] therefore a user only sees their own tasks in List (something we can’t do with the default Home page Task widget)

Then we set the following options:
nameColumn: '2',
isChoropleth: 'true',
colorPanelBackground: 'true',

Settiing the nameColumn to 2 (our Status column) and the with choropleth grouping the data we get a KPI card that counts tasks, and the “series” is the Status. We can also add the below to get List to fit into a split Home Page to sit beside another data viz panel:
singleColumn: 'true',

We can extend this to draw focus to some KPI cards, by adding:
groupColumn: '3',

This creates groups of panels by their Priority so we can focus on key tasks.

Lastly, if you have EngineerTable you can add:

             panelLinks: 'table',
            tableOptions: {
                recordLinks: 'edit',
            }

This will allow the user to see all their tasks of a that status without leaving the page and even edit the task from here too! Super KPI cards!

Lastly, we can condense this view even further using the new countChoices option. By setting our nameColumn to our priority column (3) and enabling countChoices we get a pill per group of tasks by Status, so:

nameColumn: '3',
countChoices: 'true',

This might give you multiple layers to your chart if you have more choice columns than just Status.

Why it’s useful
This makes LPM and document review dashboards far more powerful, reducing the number of clicks and page transitions the user needs to get access to and modify their critical tasks.

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We don’t often think of iSheets as a Content Management System, but it can handle text and images, can sort content by date, and can assign an author, so it’s all we need for a simple CMS.

We have added a heroColumn option that makes the first panel image from your imageColumn full width:

heroPanels: '1',

You can also add a URL to a HighQ Hyperlink column or a multiline text column and set:
hyperlinkColumn: '2',

To have the user taken to a website outside of HighQ to read the full article. Useful if you’d rather drive traffic to the Firm’s website rather than have them read it in the iSheet modal (using panelLinks: 'viewItem'),

Lastly, there is a new panelLimit option to show only the most recent articles added to your CMS i.e.:
panelLimit: '10',

Why it’s useful

It allows iSheets content to be turned into a customizable content UI right in a HighQ home page. With the iSheet connector or an API connected app, it’s possible to push content to multiple HighQ sites concurrently too! 

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