Charts

Charts are the building blocks of a dashboard. They are live — they update automatically as the underlying data changes. Over 20 chart types are available, from bar and donut charts to treemaps, packed bubbles, and text tables.

Who configures this

Users with access to the New module. The Chart Builder is accessible from New > Custom Fields & Configuration > Chart Builder.

Chart list

Opening the Chart Builder displays the Chart Editor — a list of all charts in the organisation. Each chart is shown as a tile with its name. Click Create New Chart to start a new chart, or click any existing tile to edit it.

Chart Editor list

Chart Builder

Selecting a chart opens the Chart Builder. The interface has three panels: the DATA panel (left), the shelf and preview area (centre), and the FORMAT panel (right).

Chart Builder

DATA panel

The left panel is where you connect a datasource and browse the available fields.

Field	Description
Chart Name	The name of the chart.
Datasource	The virtual datasource the chart draws from. Datasources are created in the Query Builder. Click the eye icon to view the datasource definition.
Search fields	Filters the list of dimensions and measures by name. Appears once a datasource is selected.
Dimensions	Text and date fields from the datasource. Drag these onto the shelves to group and categorise data.
Measures	Numeric fields and aggregations (e.g. Count). Drag these onto the shelves to calculate values.

Shelf area

The centre-top section contains the shelves that control how fields map to the chart. The Role pill shows the active chart type. The available shelves change depending on the chart type selected in the SHOW ME panel.

Shelf	Chart types	Description
X Axis	Bar, Line, Area, and similar	The dimension used to group data along the horizontal axis.
Y Values	Bar, Line, Area, and similar	The measure(s) plotted on the vertical axis. Supports aggregations (sum, avg, count, etc.).
Color	Most types	A field used to colour-code series or segments.
Detail	Most types	A field that adds granularity without creating a separate series.
Label	Most types	A field whose values appear as chart labels.
Tooltip	Most types	A field shown in hover tooltips.
Label/Series	Radar	The dimension that defines each axis on the radar.
Value	Radar	The measure plotted on each axis, with an aggregation selector (sum, avg, count, etc.).
Columns	Data Grid	The fields displayed as columns in the table.

Chart preview

The centre area shows a live preview of the chart as fields are added to the shelves. A status bar above the preview displays the chart name, chart type, and a Live badge confirming the preview is connected to real data.

FORMAT panel

The right panel contains the chart type selector and formatting options.

SHOW ME

A grid of 25 chart type tiles. Clicking a tile switches the chart type immediately. The selected type is highlighted. Types recommended for the current field combination show a dot indicator. Types that require more fields than are currently placed are greyed out.

Chart type	Description
Bar	Vertical or horizontal bars grouped by a dimension.
Donut	Circular chart showing proportional segments.
Line	Trend line across a continuous dimension.
XY	Scatter-style plot with explicit X and Y fields.
Heatmap	Grid of colour-coded cells showing value intensity.
Radar	Multi-axis polygon chart for comparing across categories.
Timeline	Gantt-style chart for date-ranged items.
Data Grid	Tabular view of data with sorting, filtering, and action rules.
Gantt	Project-style bar chart for scheduling and duration.
Kanban	Cards grouped into lanes, typically by a status-like field — a task-board view of records.
Relation	Node-link diagram for showing relationships between records.
Markdown	Free-text panel rendered as formatted markdown.
Tabs	Container that displays multiple charts in tab panels.
Gauge	Dial showing a single value against a target range.
Bullet	Compact bar with target and performance zones.
Stat	Single large metric value with optional comparison.
Scatter	Point chart showing the distribution of two measures.
Area	Filled line chart showing cumulative or stacked values.
Histogram	Frequency distribution across equal-width bins.
Box & Whisker	Statistical summary showing median, quartiles, and outliers.
Treemap	Hierarchical data shown as sized, nested rectangles.
Packed Bubbles	Values shown as area-proportional circles with grouping.
Circle View	Bubble layout with colour encoding and grouping.
Text Table	Crosstab table with cell colouring and totals.
Capacity	Horizontal bars showing used vs. total capacity per row, with configurable warning and alert thresholds.

SETTINGS

Formatting options that vary by chart type.

Common options (most chart types):

Option	Description
Layout	How multiple series are arranged (e.g. Grouped or Stacked).
Corner radius	Rounds the corners of bars. Range: 0–14 px.
Slice labels	Shows value or percentage labels on slices or segments. Options: None, Value, %.
Sort	Sort order for grouped results: High → Low, Low → High, or Data order.
Levels	Number of concentric rings on a Radar chart. Range: 3–10.
Palette	The colour scheme applied to the chart. Options: Docwize, Warm, Cool, Muted, Ocean, Earth, Vivid, Amber, Tide, Slate, Spectrum, Custom.

Data Grid options:

Option	Description
Colouring Rules	Apply background or text colour to cells based on conditions.
Formatting Rules	Format cell values (e.g. decimal places, date format).
Action Rules	Add buttons to rows that trigger a named action (e.g. open a linked chart or interface).
Drilldown Rules	Define what a row click navigates to.
Editing Rules	Allow users to edit specific fields inline.
Document Action Settings	Map columns to document ID, workflow ID, and other action parameters for row-level document actions. See fields below.
Data layer settings	Pin or hide specific columns.

Document Action Settings fields:

Field	Description
Document ID	The column that provides the document ID for row-level document actions.
Workflow ID	The column that provides the workflow ID, for rows linked to a workflow instance.
Workflow Item ID	The column that provides the workflow item ID.
Realtime workflow refresh	When enabled, rows linked to a workflow update automatically as the workflow progresses, without a manual refresh. Enabled by default.
Additional realtime workflow columns	Extra columns to keep in sync when Realtime workflow refresh is enabled.
Download Image_Name	The column that provides the filename used when a row's linked document is downloaded.

Kanban options:

Option	Description
Lanes	Configures the field that defines each lane. See fields below.
Cards	Configures which fields appear on each card. See fields below.
Appearance	Card density (default Normal), default lane width in pixels (default 280), and the colour palette.
Conditional Coloring	Add rules that colour cards based on field values.
Interaction Rules	Add rules that fire when a card is clicked, e.g. to drill down to a record.
Edit rules	Add rules that control which fields can be edited directly on a card.
Document actions	Maps a Document id column for row-level document actions, plus a Realtime refresh on workflow events toggle (enabled by default).

Lanes fields:

Field	Description
Lane field	The field that defines each lane — typically a status-like field.
Lane field kind	The type of field used for lanes (e.g. Custom field).
Swimlane field	Optional. A second field used to further group cards within each lane into swimlanes.
Show empty lanes	When enabled, lanes with no matching cards are still shown. Enabled by default.
Lane configuration	Add or reorder individual lanes via Add lane.

Card fields:

Field	Description
Card title field	The field shown as each card's title.
Card subtitle fields	Optional. Additional fields shown as subtitle text on each card.
Card badge fields	Optional. Fields shown as small badges on each card.
Editable card fields	Optional. Fields that can be edited directly on the card without opening the record.

Timeline options:

Field	Description
Category Keys	Optional field(s) used to group or colour entries.
Start Date Key	The field marking the start of each entry's date range.
End Date Key	The field marking the end of each entry's date range.
Event Key	Optional field for point-in-time events (as opposed to a range).
Preview Key	Optional field shown when previewing an entry.

Markdown options:

Field	Description
Template Editor	Opens a code editor to write the Markdown template that renders the chart's data.

Capacity options:

Option	Description
Remainder label	Label shown for the unused portion of each row's capacity.
Requested amount column	Optional. A column providing a requested amount, marked distinctly from the used amount.
Requested amount label	Label shown for the requested amount marker.
Reference marker (%)	A fixed percentage position to mark on each row as a reference line.
Reference column	Optional. A column providing a per-row reference value instead of a fixed percentage.
Sort rows	Row sort order. Default: Tightest first.
Max rows	Maximum number of rows displayed. Default: 12.
Warn at % left	Percentage of remaining capacity at which a row is flagged as a warning. Default: 25.
Alert at % left	Percentage of remaining capacity at which a row is flagged as an alert. Default: 10.
Show figures	When enabled, numeric values are shown on each bar. Enabled by default.
Palette	The colour scheme applied to the chart. Same options as Common options above.

INTERACTIONS

Click interactions that fire when a user selects a data point on the chart. Use these to drill down to a related record or open a linked interface. The Timeline chart type calls the same feature Action Rules instead of Interactions — confirmed live, its options panel is labelled "Action Rules."

How to create a chart

Step	Description
1	Navigate to New > Custom Fields & Configuration > Chart Builder.
2	Click Create New Chart.
3	Enter a Chart Name and select a Datasource from the dropdown.
4	Drag fields from Dimensions or Measures in the DATA panel onto the shelves in the centre area.
5	In the SHOW ME panel, select a chart type. Compatible types for the current fields are highlighted.
6	Adjust formatting options in the SETTINGS section as needed.
7	Click Preview Chart to review the output, then Save Chart.

Locking a chart

A Lock chart button, next to Save Chart, prevents further edits to the chart's underlying data grid. Once locked, the button changes to Unlock chart; only unlocking (or saving to unlock) is permitted while the chart is locked.

Troubleshooting

Issue	Detail
No datasources available	A virtual view must exist before a chart can be created. Create one in the Query Builder first.
Chart type is greyed out	The selected type requires more fields than are currently placed on the shelves. Add the necessary dimensions or measures first.
Preview shows "No results"	The datasource contains no data matching the current fields and filters. Check that the datasource has data and that all required filter values are set.
Chart shows no data after switching type	Some chart types require specific shelf configurations. Check which shelves the new type requires and place the appropriate fields.

Related configuration

• Query Builder — creates the virtual views (datasources) that charts draw from
• Dashboards — end-user instructions for viewing and using dashboards