The SmartSuite Data Schema Widget helps you visualize your SmartSuite Solutions by highlighting active relationships between Solutions, Tables, and Fields.
Plan Availability | All plan types with varying limitations |
Permissions | All users can create views in tables they have access to |
Related Reading |
A Table with fields that have at least one of the following relationships: linked records, a formula that references another field, a rollup field, a lookup field, or a count field.
Of course, your SmartSuite Workspace can have any number of these relationships across any number of Solutions, Tables, and Fields. The Data Schema widget will automatically detect these relationships and display them in your dashboard widget.
How to Create a Data Schema Widget
To create a Data Schema Widget, follow these steps:
Create a new Dashboard view (or add to an existing one)
Select Add a Widget in upper right corner
Click on Data Schema Widget under the Utilities section.
Selecting a Solution
By default, all Solutions in your Workspace will display in your widget.
You can then identify which Solution you wish to display the relationships of through the Setting's "Solution" dropdown tab.
The Solution's relationships will display:
Display Formats
Indicate whether you want links to other Solutions to display.
For example, you can display the relationship between a patient's Appointment in the Patient Management Solution and the patient's account in the Account Management Solution.
Choose a display format for all fields or fields that have a relationship with one another.
If you choose to display all fields, every field will display under each Table of the Solution.
Working with the Data Schema
Drag Solutions and Tables around to customize their arrangement.
Now you can start designing your database in SmartSuite, add the relations while visualizing the whole Workspace Solutions and Tables with their relations, do modifications and they'll reflect in the actual solution!
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team wants to manage campaign data efficiently.
Solution: Use the Data Schema Widget to map relationships between marketing tasks, leads, and performance metrics across multiple Tables.
2. Streamlined Project Management
Scenario: The Product team needs to link product features to customer feedback.
Solution: Visualize relationships between feedback forms, development tasks, and release schedules.
3. Data Governance
Scenario: The IT department tracks dependencies between different systems.
Solution: Use the widget to monitor and manage data flows across Solutions securely.