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All CollectionsSummaries/Scaled Reports For VividCharts AdminsScaled Reports For VividCharts Admins (Version 1.9.0)
Creating a Custom Process Area
Creating a Custom Process Area
Gary Ditsch avatar
Written by Gary Ditsch
Updated over a month ago

A custom process area is used to create Scaled Reports that are built upon a table that is outside of the standard VividCharts apps. For example, the Project process area is built upon the project table, but what if your organization is also using Teamspaces for PPM? Custom process areas allow you to point to the table of your choice.

  1. To create a custom process area, you must have the VividCharts Admin role. Custom process areas can be configured in the Admin panel which is accessed in the left-navigation panel on the home page.

  2. After opening the admin panel underneath the licensing message, you should see a few options Click on Feature Groups. Then locate Preliminary and toggle it on.

  3. Next click on “App Control” to expand its options.

  4. To enable the use of Custom process areas, make sure Custom Summaries is toggled ON.

  5. You should also notice 5 options titled Custom1, Custom2, etc. Each of these toggles will enable a separate custom process area. It is important to note that these can enable process areas from 5 tables. You can create as many Scaled Reports as needed for each custom process area.

  6. After activating a custom process area, the next step is to tell it which table you would like to use. Clicking on Custom Process Areas below Feature Groups will let you configure your process area. Each form corresponds to a custom process area in the order they are listed above

  7. Give your process area a name by utilizing the Label field. This can be anything you want.

  8. Select the primary table using the dropdown. In this case, we are using the TeamSpace Project table and titling our process area Teamspace.

  9. The third option on the custom summary form is Use Secondary Table. This should only be used if your custom summary is using a status report table, such as a project program status report. If not, this can be safely ignored. In this case, since we are building a summary off the TeamSpace project table, we want to include the Teamspace Project Status table.

  10. The 3 options for the secondary table are the table to be used, the secondary field, and Filtered on.

    1. Secondary Table - the table from which we want to pull information

    2. Secondary Field - this should be sys_id

    3. Filtered On - For each record on the primary table, this will pull the most recent status report ordered by this field. (If we want the status report for a project based on its Status Date, we would select the Status Date field.)

  11. Hit Save and confirm the save when ready. Reload the page and you will see your new custom process area when you select "process area" when building a new Scaled Report. This new option will also be available when creating new Scaled Reports.

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