Sales pipeline widget

Level: beginner

Sales pipeline is an analytic widget that displays the number of records of a single object, grouped by stage, as a funnel chart. Learn more: Set up sales pipeline (user documentation).

View an example of a configuration object that sets up a sales pipeline below.

Example of a configuration object that sets up a sales pipeline

{
    "operation": "insert",
    "name": "FunnelWidget_j8anch3",
    "values": {
        "layoutConfig": {
            "column": 2,
            "colSpan": 1,
            "row": 6,
            "rowSpan": 1
        },
        "type": "crt.FunnelWidget",
        "config": {
            "entities": [
                {
                    "schemaName": "Opportunity",
                    "calculatedOperations": [
                        {
                            "operation": "Amount",
                            "targetColumnName": "Budget"
                        }
                    ],
                    "connectedWith": null
                }
            ],
            "title": "#ResourceString(FunnelWidget_j8anch3_title)#",
            "color": "dark-blue",
            "theme": "without-fill"
        }
    },
    "parentName": "GridContainer_rehymh9",
    "propertyName": "items",
    "index": 11
}

General properties

string type

Type of a Freedom UI element. For sales pipeline, "crt.FunnelWidget."

---

LayoutConfig layoutConfig

Specify the widget position and size.

Parameters

Name	Type	Description
column	number	The column number where the widget starts.
colSpan	number	The number of columns the widget spans.
row	number	The row number where the widget starts.
rowSpan	number	The number of rows the widget spans.

---

Widget properties (config)

string title

Widget title.

---

boolean hideTitle

Whether to hide the widget title at runtime. Does not affect the title of the widget opened in full-screen view. By default, "false."

Available values

Value	Description
true	Hide the widget title at runtime.
false	Display the widget title at runtime.

---

boolean hideTools

Whether to hide the title-related parameters in the widget setup area. Does not affect the title of the widget opened in full-screen view. By default, "false."

Available values

Value	Description
true	Hide the title-related parameters in the widget setup area.
false	Display the title-related parameters in the widget setup area.

---

string theme

The visual style of the widget. By default, "without-fill."

Available values

Value	Description
full-fill	Apply a fully filled background style.
without-fill	Apply the default style without a background fill.
partial-fill	Apply a partially filled background style.
glassmorphism	Apply the glassmorphic style. Available for Creatio 8.3.3 and later.

---

string color

The accent color of the widget.

Available values

Value	Description
burnt-coral	#E92170
cadmium-red	#E23911
forest-green	#118F45
steel-blue	#057ADD
vivid-purple	#A758C5
rusty-orange	#DE5C14
dark-turquoise	#08857E
green	#20A959
light-blue	#009DE3
celestial-blue	#247EE5
bright-red	#FF602E
orange-red	#FF8800
orange	#FFAC07
light-green	#A6DE00
turquoise	#00BFA5
dark-green	#22AC14
red	#FF4013
coral	#F9307F
purple	#B87CCF
violet	#7848EE
blue	#0058EF
navy-blue	#4F43C2
dark-blue	#0D2E4E

---

array entities

The object whose records populate the pipeline stages. Contains a single item for the sales pipeline.

Parameters

Name	Type	Description
schemaName	string	The code of the "Object" type schema whose records populate the pipeline, for example, "Opportunity."
calculatedOperations	array	The calculated operations applied to the object records.
connectedWith	object	The connection to another object in the pipeline chain. Set to "null" for the sales pipeline, since it uses a single object. The sales pipeline contains a single item in entities, with connectedWith set to null. A related full pipeline chains multiple objects together (for example, "Lead" connected to "Opportunity"). For a "Full pipeline" configuration, entities contains one item per chained object, and each connected (non-root) entity has a populated connectedWith object instead of null. Parameters Name Type Description childSchemaColumnName string The code of the column in the connected object schema that links to the current object. connectionSchemaName string The code of the "Object" type schema that connects the two objects. parentSchemaColumnName string The code of the column in the current "Object" type schema that links to the connected object. schemaName string The code of the connected "Object" type schema. type integer The type of the connection between the objects.

---

Calculated operations properties (config.entities.calculatedOperations)

string operation

The operation applied to calculate the value.

---

string targetColumnName

The name of the column that stores the calculated value, for example, "Budget."

---

See also

Set up widgets (user documentation)