A view-based widget shows a table inside a dashboard as a view: a Grid, Card, Kanban, Calendar, Timeline or Gantt widget. All six share one settings sidebar with three tabs: General, Toolbar and Actions. General sets the table and the state the widget opens in. Toolbar sets which controls viewers get. Actions sets what viewers may do.

Here is the test: did a viewer change a widget and then report that it "reset"? That is by design. A viewer's changes are not saved; the state set here is what everyone gets on the next load.

Example: the register sits on the Vendor risk overview as a Grid View widget. On General, the title is Vendor risk register and the source is the Vendors table. View Configuration shows seven fields, sorts by Inherent Risk Score and groups by Vendor Tier. On Toolbar, every element is hidden except Search. On Actions, Edit Records Inline is off, Allow Exporting is off for the audit copy, and a New finding button is added.

The Grid View widget modal: the preview of the register on the left, the sidebar on the General tab with Heading, Source, View Configuration and Display Options on the right.

The foot of the modal holds Cancel and Add Widget. Add Widget places the widget and saves its settings. Close the modal with the X after a change and a prompt opens. It asks "Are you sure you want to exit without saving the changes you made?" The choices are Exit Without Saving and Save Changes.

Two icons sit at the top right of the modal. The gear, with the tooltip Settings, shows and hides the sidebar. The three-dot menu, More Options, holds Highlight Color, Duplicate Widget and a Collapsed by Default checkbox; see Managing Widgets.

The exit prompt over the modal, with Exit Without Saving and Save Changes.

The General tab holds four sections, each a collapsible accordion: Heading, Source, View Configuration and Display Options.

Title is the text in the widget's header. It starts as the widget type, such as "Grid View"; the placeholder reads "Enter title...". For the register it is Vendor risk register.

Description is a switch, off to start. Turn it on and a text box with a small formatting toolbar appears: bold, italic, underline, text color, highlight, link, bullet list and numbered list. Two tabs set where it shows, As A Tooltip or Below The Title; Below The Title is selected to start. As a tooltip, an info icon appears next to the title.

A Source Select button shows the table's name with the line "Solution: " and the solution's name. Select it and a two-level picker opens. The first level lists the current solution's tables, with the current table checked. The back chevron opens Solutions, with a search box and every solution you can see; each opens its tables. Pick a table and the preview loads it.

The widget takes a table, not a saved view. The fields, sort, filter and group are set in the widget itself, in the next section. Pick a solution without a table and the preview reads "Please pick a Table and set your view", and View Configuration stays hidden until a table is chosen.

The Source picker open on the Solutions level, with the search box and the Vendor Management solution expanded to its tables.

The helper line reads "Set the default state of each toolbar control for this view." One row per control follows. Each row carries a badge with its current value: the count of fields, the number of sorts, and so on. On the Grid View widget the rows are Fields to display, Sort, Filter, Group, Spotlight and Row Size. Find has no row; it sits on the preview's toolbar.

Select a row and the control's usual popup opens inside the modal, the same one as in a saved view. The Sort row opens Sort By with a field row, A → Z or Z → A, Add Sort, Clear All and Done. The preview's toolbar updates as you set each one. Whatever is set here is what viewers see every time the widget loads.

The Sort row selected, with the Sort By popup open over the preview and the badge reading 1.

Limit the number of displayed results is a checkbox, checked to start, with a number box set to 100. Clear it to show every record the viewer can see. The section appears on the Grid, Kanban, Timeline and Gantt widgets, not on Card or Calendar.

The Toolbar tab holds two sections: Preset Filters and Toolbar Elements.

The helper reads "Simplify data interaction by displaying preset filters." Three cards: None, selected to start, Dynamic and Static. Dynamic filters show as dropdowns above the widget and combine; Static filters show as tabs and the viewer picks one. The full steps are in Filters in View-Based Widgets.

The helper reads "Select the toolbar elements to be displayed in this view." There is one switch per control, all on to start. They are Fields to Display, Sort, Filter, Group, Spotlight, Row Size and Search. Turn one off to remove that control from the widget's toolbar. Show all and Hide all set every switch at once, for this widget only. Hide all removes the whole toolbar from the preview; a Dynamic preset filter stays above the widget.

The Toolbar tab with the three Preset Filters cards and the Toolbar Elements switches, Search on and the rest off.

The Actions tab holds two sections: User Actions and Buttons.

The helper reads "Select the actions that can be performed while accessing this view." The Grid View widget has four switches, all on to start. They are Allow Printing, Allow Exporting, Open Record Details and Edit Records Inline.

Add Button opens the Button Settings popover. The buttons sit in the widget's header; the steps are in View-Based Widget Buttons.

Solution Managers and members with Full Access set widget settings on a public dashboard; the owner sets them on a private one. See Dashboard Settings. Every viewer gets the toolbar and actions you allow, within their own permissions: a member who cannot edit the table cannot edit inline whatever the switch says. Record and field permissions decide what each viewer sees in the widget.

Each widget's own article has the detail; the differences in the sidebar are these.

In Edit mode the placed widget shows its title and the view. A widget starts at half the row's width, and at that width its toolbar folds into a Configure View dropdown; at full width the toolbar shows inline. In View mode the chrome is gone. Hover over the widget and two icons appear at its top right: full screen, and a three-dot menu with Minimize and Export. Full screen opens the view in a window with the full toolbar, an Export button offering Microsoft Excel, Google Sheets and CSV, and an X.

Hover over the widget in Edit mode, select Edit, change the tab you need and save from the foot of the modal. The preview shows the result before you save. Every viewer gets the new state on their next load.

Last verified 1 Nov 2026.