When creating a tile with the tile builder it shows the route step names of forms but completed forms are missing.
Reporting, Dashboards / Tile Builder
Reproducing the Issue
Create a tile with the tile builder
- Set the people scope to "Other Filters" as admins usually do not get results using team view
- Set the chart data for Category to "Current route step" and metrics to "Document ID"
- Select the preview and confirm that completed forms are missing
The tile builder only allows you to select one category as a metric.
In this case we selected current route step name.
The completed step, while showing on the route map, is handled by the system as a status.
Status is a separate field which we did not select as a category within this example.
Thus the completed steps are missing.
The standard "Performance Form Status" tile in the SuccessStore has additional logic which allows it to combine Current Route Steps as well as the Completed status field.
Which in turn results in a full overview of forms in the system and what step they are in.
As a sidenote: If you add standard tiles from the SuccessStore they keep a link into the store.
In case where development updates and of the tiles or dashboards in the store your system will automatically pull the new code updates if you have that tile in use in your system.
Tile Completed Step Missing Route Step Form Status , KBA , LOD-SF-ANA-DSH , Dashboard and YouCalc , Problem