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How to add or remove a card for a partners module

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The charts that are displayed on the Cover dashboard of the web app and as KRA cards on the phone app are predefined. You can enable or disable these charts, which are then displayed (or not displayed) on the Cover page.

partner KRA cards

How to

  1. Log in to the Vymo web app and click the gear icon :octicons-gear-16: in the upper-right corner of the screen.
  2. Click Customize > Global Settings > Custom configurations, and locate the customConfig object.
  3. Expand the additionalConfigs object and locate the dashboard_config object. If you don't find dashboard_config, add it (see how to add a JSON object).
  4. In the dashboard_config object, add an object called standard_task_enabled_module_cover.
  5. In this standard_task_enabled_module_cover object, add the JSON code for the cards to be displayed for the partners modules (see the guidance at JSON code).

JSON code

  • Line 4: Replace this_is_the_module_code with the module code for the partner module.
  • Lines from 6 through 60: Review these lines. To remove a chart from the display, delete the chart's code block. Don't change any of the parameters for the charts, except for title and hint.
  • Lines from 4 through 63: Repeat these lines for every partner module that you're configuring the KRA cards for.
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{
  "dashboard_config": {
    "standard_task_enabled_module_cover": {
      "this_is_the_module_code": {
        "charts": {
          "added": {
            "title": "Assigned Clients",
            "current": 0,
            "previous": 0,
            "sort": 0,
            "category": "activity_metrics",
            "hint": "These many partners are already assigned"
          },
          "planned_activity_count": {
            "title": "Planned Activities",
            "current": 0,
            "previous": 0,
            "sort": 2,
            "category": "activity_metrics",
            "hint": "These many activities are planned"
          },
          "completed_activity_count": {
            "title": "Completed Activities",
            "current": 0,
            "previous": 0,
            "sort": 3,
            "category": "activity_metrics",
            "hint": "These many activities are done"
          },
          "planned_partner_pct": {
            "title": "Client Coverage % (Planned)",
            "current": 0,
            "previous": 0,
            "sort": 3,
            "category": "activity_metrics",
            "hint": "This is the percentage of partners with whom at least one activity is scheduled in the specified time period"
          },
          "completed_partner_pct": {
            "title": "Client Coverage % (Completed)",
            "current": 0,
            "previous": 0,
            "sort": 4,
            "category": "activity_metrics",
            "hint": "This is the percentage of partners with whom at least one activity is complete in the specified time period"
          },
          "planned_partner": {
            "title": "Client Coverage (Planned)",
            "current": 0,
            "previous": 0,
            "sort": 5,
            "category": "activity_metrics",
            "hint": "At least one activity is scheduled in the specified time period with these many partners"
          },
          "completed_partner": {
            "title": "Client Coverage (Completed)",
            "current": 0,
            "previous": 0,
            "sort": 6,
            "category": "activity_metrics",
            "hint": "At least one activity is complete in the specified time period with these many partners"
          }
        }
      }
    }
  }
}

See also

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