Why new forms?

The new create forms are a result of the Metric 2.0 release, which introduces combined formulas and formatting for metrics, simplifying their use across other platform elements. To accommodate this change, the create forms have been updated. Additionally, we've enhanced the functionality, offering a cleaner and more user-friendly experience. Admins can now benefit from real-time previews, making understanding what they are creating easier.

Widgets (Web) Create Form

Q: How has the existing widget creation process changed?

The widget creation process has been streamlined from five different pages to a single unified page. The workflow has also changed—now, you start by selecting a metric, activity flow, or achievement instead of the previous order.

There are two main categories for creating widgets, each with its own subcategories:

Categories	Subcategory	What does it do?
Data	Single Metric	Used to measure a specific metric. This is the default and most common option when creating a widget.
Data	Activity Flow	Visualizes several metrics in one view or displays a hit rate.
Gamification	Achievements	Sets up leaderboards based on who has earned a specific achievement the most times.
Gamification	XP & Levels	Displays a leaderboard of XP and levels.

Category and Subcategory Glossary

Categories	Explanation	Subcategory
Metric	Measures a specific metric.	Single Metric
Activity Flow	Visualizes multiple metrics in a single view.	Activity Flow
Achievement	Tracks who has earned the most achievements.	Achievement
Layout	Defines how the data is visualized.	Single Metric, Activity Flow
Variant	Specifies different use cases for certain layouts.	Single Metric, Activity Flow
Orientation	Defines how the data is presented (vertical or horizontal).	Single Metric
View by	Sets the view level: user, team, company, etc.	Single Metric, Activity Flow
Measure Towards Target	Enables showing and measuring progress towards a target.	Single Metric
Advanced Options	Includes privacy settings and leaderboard direction.	All subcategories
Title	Sets the name of the widget (auto-generated if not set).	All subcategories
Preview Period	Shows data from a specific period.	All subcategories
Filter Display Data	Allows filtering by specific teams or departments.	All subcategories

Q. Creating a Single Metric Widget

Select the metric you want to measure.
Choose a layout from the following options:

Type	What does it show?	Explanation
Bar	Leaderboard with bars	Displays a top list of users in either a horizontal or vertical bar layout.
Number	Total number	Shows a total number or countdown towards a target.
Pie	Leaderboard Pie chart	Displays a leaderboard using a pie chart.
Line	Trendlines	Shows trends over time in various styles.
Table	Leaderboard	Displays a simple leaderboard with numbers.

If applicable, select the variant for the layout.
Enable target tracking if the layout supports it and it's needed.
Choose the orientation (vertical or horizontal, if applicable).
Set the view by level (user, team, company, etc.).
Apply filter display data if needed to limit the scope (e.g., teams, departments).
Configure advanced options if necessary (e.g., privacy settings).
Provide a title for the widget and preview the data.
Click Create Widget to finalize.

For other types of widgets, the steps are similar but with fewer options, depending on what type of data you are working with (metrics, achievements, etc.).

Widgets (App) Create Form

The mobile app widget creation process closely mirrors the web process but with some limitations, such as allowing only one type of data to be shown at a time.

Category Glossary (App)

Categories	Explanation
Metric	Measures a specific metric.
Achievement	Tracks the highest achievers.
Layout	Defines how the data is visualized.
Variant	Specifies different use cases for certain layouts.
View by	Sets the view level: user, team, company, etc.
Measure Towards Target	Enables showing and measuring progress towards a target.
Advanced Options	Includes privacy settings and leaderboard direction.
Title	Sets the name of the widget (auto-generated if not set).
Preview Period	Shows data from a specific period.
Filter Display Data	Allows filtering by users, teams, departments, or companies.

The steps for creating a widget in the app are the same as in the web version, with fewer customization options.