A Record Selector widget lets a dashboard viewer pick a record (for example a customer) from a dropdown or list, and every connected widget (grid, calendar, summary card, chart, record details) then shows only data for that record. Add it with Add Widget, choose the source table, then connect the other widgets.
Plan Availability | All plans |
Permissions | General Access |
Platform | Web |
Related Reading |
What does the Record Selector do?
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.
How do I add the widget?
To add the widget:
Click Add Widget:
Locate the "Add Widget" button in the upper-right corner of your dashboard.
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.
Customize Your Widget:
Configure the widget settings such as data sources, layout, and style to suit your needs.
How does it work?
Source table
An admin selects a source table, allowing records from any table in the workspace to be displayed.
Permissions
Users only see records they have access to.
Styles
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.
Connected widgets
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.
Cascading selectors
Record Selectors can influence each other to create cascading filters. For instance:
Parent Record Selector:
Configure normally.
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.
What are the 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
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.
What are common ways to use it?
1. Customer 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.
Frequently asked questions
How do I make a dashboard page where I click a customer and see only their information?
Add a Record Selector on the Customers table, then in each other widget's settings choose the Record Selector as its source. Grids, charts, summary cards and record details then filter to the selected customer.
Can one summary card control other summary cards?
Use a Record Selector as the control instead: connect the summary cards to it, and all of them update when the selection changes.
Can I filter a widget by what is selected in another widget?
Yes, when the source is a Record Selector. A second Record Selector can also take a first one as its source through a Linked Record field, giving a cascading filter.
Can viewers add a record from the selector?
Yes. Turn on Allow Users to Create Records in the Selection Dropdown settings.
Can I let someone type or pick a ZIP code?
Put the ZIP codes in a table and add a Record Selector on it in dropdown style; the viewer searches and picks one, and connected widgets filter to it.
Last verified 21 Oct 2026 against this article as Product wrote it in Feb 2025 (widget options); dashboard widgets as listed on the pricing page