Building a Wallboard - HTML
Realtime Wallboards allow you to see the activity of your groups and agents in Realtime, without a refresh rate. This is done by a series of widgets that you can customize to reflect your specific needs. The wallboards provide you the option to build your own wallboard from the ground up, or you can use a pre-built wallboard template provided to you upon accessing the wallboards. This requires Realtime licenses.
Building a Wallboard
Building your own wallboard can seem overwhelming, but is not super difficult. To build your wallboard:
- Hover over the Realtime Icon on the sidebar menu
- Select Realtime Wallboards
If any exist, a window of the existing wallboards will appear. You can either select an existing wallboard, or select to create a new wallboard.
To build your own, start by selecting the "New Wallboard" option in the top right-hand corner.
Select the "Custom" option.
You will be presented with an option to edit the wallboard parameters. It is recommended that you first give the wallboard a title of your choosing.
There are two main changes that can be made: background color or background image. When creating a wallboard it is not required to build a background; however, you are welcome to be as creative as you'd like. If you prefer to have a background color/image in your wallboard, select the "Background Color" or the "Background Image" options.
- If changing the background color, select the background color option (the circle to the left of the number) and select your color. Or, if you know the desired color code, enter it and hit "Apply."
- If adding a background image, select the "Background Image" option. You will then be allowed to find the image from your computer. Select your image, and then hit "Apply."
As you create your wallboard, you can let the creativity flow. You will have the ability to select your preference of widget from the list of Realtime Widgets listed on the right hand side of the screen.
Once the desired widget is selected, the widget will appear on the wallboard, and will be ready to configure.
Configuring a Widget
To configure a widget:
- Click on the placed widget and select the "three dots" icon.
Upon selecting the icon you will be presented with four options.
- Go To Data - This is where you can select and configure the desired Realtime value.
- Go to Design - This is where you can design the look of the widget (font size/color, borders, colors, etc.).
- Duplicate - This will make a copy of the existing widget. You can then edit the duplicate to your liking
- Delete - If you would like to remove the widget, select this option.
Go To Data
Upon selecting "Go To Data," a window will open up on the right-hand side of the screen. This window will provide the parameters for the widget. The parameters are essentially questions that you will answer to configure the widget. The parameters will vary depending on the widget selected.
Example Title Value Widget Configuration
Start by selecting the Title Value Widget from the list of widget options on the right-hand side of your screen. The widget will appear and you can begin configuration.
- Select the "three dot" icon in the top right hand corner of the widget.
- Select "Go To Data."
- On the right hand side of the screen you will see a window appear.
- Name your widget. This is typically named based on the value it will represent. Furthermore, the name can be changed later. For example, if this widget will be monitoring the number of calls in the queue for the customer service group, you might name it "Customer Service Queue."
- Select the box that says "Select Metric." A list of items will be presented.
You will be able to search for values in one of two ways. First, you can scroll through the list, which is alphabetical ascending A to Z. Second, as in the example below, you can type in the desired value. The list will then narrow down to the list of value options that fit, or closely resemble the metric entered.
- Select the desired value. For this example, we will select "Queued Calls"
- Upon selecting the desired value, a "properties" window will appear. You can now scroll through and select the desired properties for the value.
For Missed Call Count, we will select the following filters:
- Time Frame: For this value, Time Frame allows you to select from three different options. I can select to see how many calls are or have been in the queue:
- Since: This will show how many calls have been in queue for the selected Realtime Groups since a specific time of day. (Resets every twenty four hours)
- Last: This will show how many calls have been in queue for the selected Realtime Groups in the last specified amount of time (e.g., two hours, thirty minutes, four hours and twenty seven minutes, etc.)
- Now: This will display how many calls are in queue right now.
Select "Now" and the widget will display the total number of calls in queue right now.
- Calculation: The calculation option will vary based upon the metric that is being used and the time frame in question.
For Queued Calls, you'll have four options:
- Count - Shows the number of calls in queue
- Max Count - If monitoring multiple groups in the same widget, Max Count will show you the highest number of calls in queue for the specified time frame. If simply monitoring one group, Max Count will simply show you the total number of queued calls for the selected group for the selected time frame.
- Min Count - If monitoring multiple groups in the same widget, Min Count will show you the lowest number of calls in queue for the specified time frame. If simply monitoring one group, Min Count will simply show you the total number of queued calls for the selected group for the selected time frame.
- True/False - True = Calls in queue; False = No calls in queue
For this scenario, select "Count."
- Criteria: This section is where you will be able to define the specific criteria for the given value. The criteria options will vary based upon the value selected. For example, for this value we are looking at queued calls. There are only two criteria options for this: Group/Queue and Queue Event. Other values may have many more.
For now, let's select "Group/Queue." We will then select the "plus" symbol to the right.
This will add a new line to the criteria where we can now go in and select the group(s) that we would like this widget to monitor for queued calls.
Select the pencil tool to the right, and a window will open up displaying your phone system groups. Selected the desired group(s) and hit "Apply" and you will be taken back to the widget criteria. Once you are done with your criteria, hit "Apply" and your widget is finished.
Go To Design
In addition to configuring the widget, you will also have the option to design the widget. This provides the ability to alter the way the widget looks through font style/color as well as widget background colors and borders, etc.
To design your widget:
- Click on the placed widget and select the "three dots" icon.
- Select "Go to Design."
- A window will appear on the right hand side of the screen. From here you can select the desired changes that you would like to make.
Widget design options will pertain to the specified widget, however, each will have the default options to change design for the following areas:
- Header - This is where the name of value is displayed.
- Metric - This is the actual value.
- Container - This pertains to items such as background and borders.
- Upon finishing your desired design for the widget, in the bottom right-hand corner, click "Apply."
Once you have completed the design of your new wallboard, select the "Save and Exit" option in the top right-hand corner of your screen.
Updated over 2 years ago