{"id":205,"date":"2026-04-03T13:07:16","date_gmt":"2026-04-03T18:07:16","guid":{"rendered":"https:\/\/www2.dataunfold.com\/?post_type=docs&#038;p=205"},"modified":"2026-04-03T13:07:50","modified_gmt":"2026-04-03T18:07:50","password":"","slug":"widget-actions","status":"publish","type":"docs","link":"https:\/\/www2.dataunfold.com\/?docs=widget-actions","title":{"rendered":"Widget Actions"},"content":{"rendered":"\n<p><strong># Widgets &amp; Actions<\/strong><\/p>\n\n\n\n<p>Widgets are project-level summaries or metrics (e.g., totals, averages) produced by AI processing. Actions are automated tasks or workflows (generate reports, create templates).<\/p>\n\n\n\n<p><strong>## Add a widget<\/strong><\/p>\n\n\n\n<p>1. From the project dashboard, click <strong>**Add Widget**<\/strong> or <strong>**Create Widget**<\/strong>.<\/p>\n\n\n\n<p>2. Enter a descriptive name and the variable\/description (use available tags and variables).<\/p>\n\n\n\n<p>3. Configure refresh triggers (manual, on upload, scheduled) and save.<\/p>\n\n\n\n<p><strong>## Run or regenerate widgets<\/strong><\/p>\n\n\n\n<p>&#8211; Widgets run automatically after ingestion or when you trigger a <strong>**Regenerate**<\/strong> action.<\/p>\n\n\n\n<p>&#8211; Use the <strong>**Actions**<\/strong> panel to run workflows like export, report generation, or DOCX template creation.<\/p>\n\n\n\n<p>&#8211; For Word templates, <strong>**Create DOCX from Template V2**<\/strong> uses direct `[[tag]]` replacement and is preferred when HTML\/widget output formatting needs to be preserved more faithfully.<\/p>\n\n\n\n<p><strong>## Viewing widget status<\/strong><\/p>\n\n\n\n<p>&#8211; Widget status and progress are visible in the dashboard and via active tasks notifications.<\/p>\n\n\n\n<p><strong>## Troubleshooting<\/strong><\/p>\n\n\n\n<p>&#8211; If a widget does not update, ensure there is relevant evidence (files with appropriate tags) and that the ingestion\/post-processing services are running.<\/p>\n","protected":false},"excerpt":{"rendered":"<p># Widgets &amp; Actions Widgets are project-level summaries or metrics (e.g., totals, averages) produced by AI processing. Actions are automated tasks or workflows (generate reports, create templates). ## Add a widget 1. From the project dashboard, click **Add Widget** or **Create Widget**. 2. Enter a descriptive name and the variable\/description (use available tags and variables). [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[11],"doc_tag":[],"class_list":["post-205","docs","type-docs","status-publish","hentry","doc_category-automation-actions"],"year_month":"2026-04","word_count":165,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"dataunfold","author_nicename":"dataunfold","author_url":"https:\/\/www2.dataunfold.com\/?author=1"},"doc_category_info":[{"term_name":"Automation \/ Actions","term_url":"https:\/\/www2.dataunfold.com\/?doc_category=automation-actions"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/docs\/205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=205"}],"version-history":[{"count":1,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/docs\/205\/revisions"}],"predecessor-version":[{"id":206,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/docs\/205\/revisions\/206"}],"wp:attachment":[{"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=205"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=205"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}