Search Chart Field

The Chart field draws a live chart on an E-form. It works in one of two modes, set by the Chart Source option: a Search Results Chart that charts a saved search, or a Custom Data Chart that charts data you supply. Charts render for INTERNAL users only — on a form that is also used by Public users, set this field to display for internal users only.


Settings

  • Field Name — The internal name of the field.
  • Chart Title — The title shown above the chart.
  • Chart Source — Chooses the mode: Search Results Chart (chart a saved search) or Custom Data Chart (chart data you provide). The remaining settings change depending on which mode you pick.

Search Results Chart mode

  • Search ID — The numeric ID of a Search with Charts, taken from the search's URL — for example in .../search/11893 the Search ID is 11893. The editor can offer your saved and recent chart searches in a picker. The chart is drawn from that search's chart configuration and results.
  • Click to Search — When on, users can click a data point in the chart to run a search for just that subset of records.
  • Open in New Tab — When Click to Search is on, opens the resulting search in a new browser tab instead of navigating the current one.


Custom Data Chart mode

  • Chart Type — Bar, Stacked Bar, Line, Pie or Doughnut.
  • Chart Title — The title shown above the chart (separate from the field-level title).
  • Chart Sub Title — An optional subtitle shown under the title.
  • Chart Data — An expression that must resolve to the chart's data in one of two formats. Delimited: label1^value1^group1;label2^value2^group2 — points separated by semicolons, the three roles within a point separated by carets. JSON: an array of objects such as [{"label":"label1","value":"value1","grouping":"group1"}]. The expression may reference form fields and variables, so it can read a Data Source field by name (for example {MyDataSource}) or be built from other fields.
  • Click to Field — Optional. The field to update when a user clicks a data point. It receives a delimited string of the clicked point's Label, Value and Grouping — for example 1/25/2025^100.00^ACME Vendor. Use it to let the rest of the form react to chart clicks.


Display

These options live on the field's Display panel and are shared with the Data Source Chart (222).

  • Alignment — Left, center or right alignment of the chart within its space.
  • Show Chart Legend — Shows or hides the chart legend.
  • Chart Colors — The colors used for the chart's groupings. Leave the list empty to use your site's branding colors. Add colors to override them; they are applied in order and reused if there are more groupings than colors. You can reorder colors by dragging, duplicate or delete individual colors, and load a color preset from the list menu (hold Ctrl while choosing a preset to append it to the current colors instead of replacing them).
  • Color Transparency — A value from 0 to 100 controlling how transparent the fill colors are (higher is more transparent). Set with the number box or the slider.


Notes

  • The Custom Data Chart is the right choice when your data is already chart-shaped or can be produced by one expression. When you instead have a table of rows that needs columns mapped, rows summarized, or dates grouped, use a Data Source Chart  with a Data Source Field instead.