Creating and Configuring Counters (Microsoft 365)

Instructions

Step 1: Open Counters in Ultimate Forms

1. Open your SharePoint list.
2. Click Design to open Ultimate Forms.
3. Select Counters.

You will see the Counters profiles page with the option to create a new profile.

Step 2: Create a New Counters Profile

1. Click Add new profile.
2. In the General tab, configure the basic profile settings.
   • Profile Title:
     • Enter a clear name, for example: Support Tickets Counters
   • List:
     • Select the list: Support Tickets

Step 3: Configure General Options

In the General tab, you can control how counters are displayed:

• Show title – optional
• Vertical layout – enable if you want counters stacked vertically
• Gap – controls spacing between counters
• Font size / Label font size – adjust for dashboard visibility

Step 4: Add Individual Counters

In this step, you will add several counters to the profile.
Each counter highlights a different metric from the Support Tickets list.

Counter 1: Open Tickets

1. Open the Counters tab inside the profile.
2. Configure the counter:
• Label: Open Tickets
• Column: ID
• Operator: Count
3. Under Conditions, add:
• Status = Open
4. (Optional) Choose a background color to visually highlight open tickets.
5. Click Add to save the counter.

 This counter answers the question: How many tickets still require attention?

Counter 2: Tickets In Progress

1. Configure:
• Label: Tickets In Progress
• Column: ID
• Operator: Count
2. Add a condition:
• Status = In Progress
3. Click Add.

This counter helps monitor active workload.

Counter 3: Average Resolution Time

1. Configure:
• Label: Avg. Resolution Time (hrs)
• Column: Resolution Time (Hours)
• Operator: Average
2. (Optional) Add a condition:
• Status ≠ Open
  (This focuses on tickets already handled.)
3. Click Add.

This counter provides insight into overall support efficiency.

Counter 4: Longest Resolution Time

1. Configure:
• Label: Longest Resolution Time
• Column: Resolution Time (Hours)
• Operator: Maximum
2. No conditions are required.
3. Click Add.

This counter helps identify extreme or problematic cases.

Step 5: Optional Enhancements

At this stage, you can optionally adjust how counters appear:

• Enable Number abbreviation (e.g., 1,000 → 1K)
• Customize text color or background color
• Turn counters into clickable links by providing a list view URL
• Example: a view filtered to Status = Open

These options improve readability and usability but do not affect the calculations.

Step 6: Save the Counters Profile

After adding all counters:

1. Review the Counters list.
2. Click Save.

Your profile Support Tickets Counters is now ready to be used on a page.

Step 7: Add Counters to a Page

1. Create a new SharePoint page.                                                                                          
2. Click the + button and add the Infowise Form web part.
3. Once added, click the Edit Properties.
4. In the web part properties:
   • Set Type to Counter.
   • Select the profile Support Tickets Counters.
5. Publish the page.

Step 8: Review Counters on the Page

After adding the Counters web part to the page and selecting the Support Tickets Counters profile, the counters are rendered immediately using live data from the list.

On the page, you can now see:

• Open Tickets
  Displays the number of tickets with Status = Open.
• Tickets In Progress
  Shows how many tickets are currently being worked on.
• Avg. Resolution Time (hrs)
  Calculates the average resolution time based on the Resolution Time (Hours) column.
• Longest Resolution Time
  Highlights the highest resolution time recorded in the list.

Each counter updates automatically when list items change.

This layout provides an at-a-glance overview of support workload and performance, making it easy to monitor key metrics directly from a SharePoint page.