A Data Schema widget draws a map of a solution. Each table is a card, and a line joins two cards wherever a field connects them. Think of a wiring diagram for your data.

Here is the test: does someone need to see how the tables relate without opening each one? If yes, add a Data Schema widget. To list every field with its ID instead, open the solution's menu and choose API Documentation.

Example: a Vendor Management solution with three tables, Vendors, Contracts and Findings. On the Vendor risk overview dashboard, the Security lead adds a Data Schema widget called How the tables connect. It shows the three cards with the Linked Record lines between them, and the Lookup and Count fields that cross from one to another. The external auditor reads it first, before opening any table.

How the tables connect: Vendors, Contracts and Findings as cards, each listing its relationship fields, with the lines between them and the zoom controls at the lower left.

The first widget on a dashboard lands at the top left, at half the row's width; the next lands beside it. Drag the handle on its right or bottom edge to resize it, and the handle in its header to move it. A schema needs room, so give it the full row. See Manage widgets on a dashboard.

The Add New Widget panel open at the Utilities category, with the Data Schema card and its tooltip.

The sidebar has one tab, General, with two sections: Heading and Settings.

Title is the widget's name, shown in its header. It starts as "Data Schema". Description is a switch, off to start. Turn it on and a text box appears, with the choice As A Tooltip or Below The Title; Below The Title is selected to start. For the example, the title is How the tables connect.

The solution the widget draws. The dropdown starts on the dashboard's own solution and lists every solution you can see. Pick one and the preview redraws with its tables. For the example, the solution is Vendor Management.

A checkbox, off to start. Turn it on to include tables from other solutions that link into this one.

A dropdown with two options: Relationship fields only, selected to start, and All fields. The first lists on each card only the fields that connect to another table. The second lists every field of each table.

The sidebar with the Solution dropdown, the Show links to other solutions checkbox and the Display format dropdown.

Solution Managers and members with Full Access add a Data Schema widget to a public dashboard and change its settings. The owner does so on a private dashboard. See Dashboard Settings. The diagram each viewer sees holds only the tables they can access; a table they cannot open is left out with its lines. A shared dashboard shows the diagram read-only; see Public Dashboard Sharing.

The diagram is a canvas with one card per table. A card lists the table's name and its relationship fields; a table with none reads "No visible fields". Lines join the fields that connect two tables. Zoom controls sit at the lower left of the canvas: plus, minus, fit and a lock. In View mode, hover over the widget to see a full-screen icon and a three-dot menu with Minimize and Export at its top right.

A line is drawn for a Linked Record, Lookup, Rollup or Count field, and for a formula that references another field. Member and Team fields draw no line. The example shows four lines: the Contracts and Findings Linked Records on Vendors, the Vendor Tier Lookup on Findings and the Open Findings Count on Vendors.

For a review outside SmartSuite, export the dashboard as a PDF; see Dashboards: Export to PDF. On a phone, the widget shows in the mobile app with the same settings; see Mobile Dashboards: Data Schema Widget.

The same diagram with Display format on All fields and on Relationship fields only, as a before-and-after pair.

In Edit mode, hover over the widget. A strip appears in its header with Drag Widget, Move Up, Move Down, Edit and More Options. Select Edit to reopen the window; its footer now reads Cancel and Save Changes. Closing it after a change opens a prompt. It reads "Are you sure you want to exit without saving the changes you made?". Its buttons are Exit Without Saving and Save Changes.

The strip's More Options menu holds Minimize, Highlight Color, Duplicate Widget, Export, Delete Widget and Collapsed by Default. Duplicate Widget opens a dialog where you name the copy, which lands below the original. Delete Widget asks "Are you sure you want to delete the <name> widget?" with No, cancel and Yes, delete widget; a deleted widget does not go to the Recycle Bin. See Manage widgets on a dashboard. There is no Save button on the dashboard: Add Widget or Save Changes in the window is the only commit, and the dashboard autosaves.

Last verified 30 Oct 2026.