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Dashboards: Record Selector Widget

Select records from a dataset to filter and connect data across different tables and solutions

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

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Overview

The Record Selector Widget allows users to:

  • Select specific records from a filtered list.

  • Dynamically update connected widgets like Metrics, Views, Charts, and Record Details based on the selected record.

  • Create interactive, data-driven dashboards tailored to individual user needs.

Adding Widgets

Widgets are essential building blocks of your dashboard. Here's how to add them:

  1. Click Add Widget:

    • Locate the "Add Widget" button in the upper-right corner of your dashboard.

  2. Choose Your Widget:

    • Browse the library of widgets (e.g., text, charts, banners, interactive widgets).

    • Use the search bar or scroll through categories to find the Record Selector Widget.

  3. Customize Your Widget:

    • Configure the widget settings such as data sources, layout, and style to suit your needs.


How the Record Selector Widget Works

Selecting a Source Table

An admin selects a source table, allowing records from any table in the workspace to be displayed.

User Permissions

Users only see records they have access to, ensuring data security and relevance.

Styling Options

Choose from two styles to display the Record Selector:

  • Dropdown: A compact format for quick selection.

  • List (Panel): A broader format showing multiple records at once.

Customize the widget’s background color to align with the dashboard’s theme.

Dynamic Content Control

The Record Selector Widget can update the content displayed in other widgets based on the selected record. For example:

  • Grid Widget: Displays a list of open orders for the selected customer.

  • Calendar View Widget: Shows delivery dates for upcoming orders.

  • Summary Card Widget: Provides an overview of total orders.

  • Chart Widget: Visualizes order trends over time.

  • Record Detail Widget: Displays detailed fields like Customer Name, Email, Phone, and more.

Advanced Capability: Connecting Multiple Record Selectors

Record Selectors can influence each other to create cascading filters. For instance:

  1. Parent Record Selector:

    • Configure normally.

  2. Child Record Selector:

    • Link to the parent selector through the Linked Record field.

    • Select the related table and apply filters, sort options, and fields to display.

This allows highly contextualized data displays tailored to user needs.


Widget Configuration Options

General Tab

Configure basic settings, including:

  • Title and Description: Add a title and context for the widget.

  • Source Selector: Choose a table or another Record Selector widget.

  • Filters and Sort Options: Refine records shown in the selector.

Selection Dropdown Section

  • Fields to Display: Choose up to three fields and a cover image to display.

  • Allow Users to Create Records: Enable this feature to add records directly from the dropdown.

Connected Widgets Section

Define which widgets will pull data from the Record Selector. Use filters and sorting tools to manage connected widgets efficiently.


Practical Scenarios and Use Cases

1. Customer Management Dashboard

Scenario: Allow users to select a customer and dynamically display related data.

Solution: Use connected widgets to show open orders, contacts, and support tickets.

2. Employee Dashboard

Scenario: View detailed employee data for performance reviews, training status, and project assignments.

Solution: Select an employee using the Record Selector and display relevant information in connected widgets.

3. Sales Pipeline Dashboard

Scenario: Manage sales opportunities and track progress.

Solution: Use a Record Selector to choose a sales opportunity, then display deal stages, activities, and projected revenue.

By leveraging the Record Selector Widget, you can create dashboards that are both interactive and insightful, tailored to the specific needs of your team or organization.

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