Next Generation Dashboards
Our new Dashboard features empower you to go beyond traditional dashboard displays, allowing for the creation of visually stunning, interactive portals and personalized workflow pages.
Dashboard Navigation
The Navigation Tabs feature offers a versatile way to create custom navigation within each dashboard, enhancing the overall user experience. With this feature, users can add a logo, create multiple tabs, and introduce action buttons tailored to their unique workflow needs.
Tabs: Each tab within the Navigation Tabs framework functions like a mini-dashboard, allowing users to display a unique set of widgets. This approach provides a website or portal-like experience, where clicking on a tab reveals its content without leaving the dashboard. The flexibility of this setup makes it perfect for organizing data, metrics, and visualizations across various sections, simplifying how users interact with complex information.
Action Buttons: In addition to tabbed navigation, you can add custom action buttons that perform specific tasks. For example, you could create a "Contact Us" button that, when clicked, displays a form directly within the dashboard. Other potential actions include accessing URLs, launching forms, or triggering other SmartSuite workflows, empowering users to engage with content seamlessly.
This feature's intuitive design ensures that dashboards can be tailored to meet any business need, providing an engaging and streamlined user experience.
Dashboard Footers
The Footer feature allows users to add a professional, customizable footer, enhancing the dashboard's overall look and feel. Similar to website footers, this versatile feature provides a cohesive section at the bottom of the dashboard, where users can include essential elements to communicate information effectively.
Options: The Footer can display your company logo and name, providing consistent branding across your dashboard. Additionally, users can include a descriptive text area, which is perfect for adding a brief company overview or other relevant information. To further streamline navigation, the Footer supports adding links to other pages or resources, making it easy for viewers to explore additional content or sections.
Social Integration: For a more connected experience, the Footer includes social icons, allowing users to link directly to their social media profiles. This integration provides a seamless way for viewers to engage with the company on other platforms.
Overall, the Footer serves as an informative and functional section, tying the dashboard's elements together while offering a professional appearance that resonates with users and visitors alike.
Dashboard Styling
The Styling Settings feature offers a simple yet powerful way to personalize the appearance of your dashboards, ensuring they align with your brand or desired aesthetic.
Background Color: Choose the dashboard's overall background color to create the perfect visual experience. Whether it's a light, neutral tone for a clean and modern look or a bold color that aligns with your brand identity, the background color selection allows you to set the right mood for your dashboard content.
Page Width Options: To further customize the layout, the Styling Settings offer three page width options:
Auto: Automatically adjusts to the size of the user's screen, providing a dynamic and responsive experience.
Standard: A balanced width that offers a comfortable viewing experience, ideal for most use cases.
Compact: Creates a more focused, narrow layout, perfect for dashboards that need to display content in a concise, streamlined format.
These settings allow you to present your data most effectively and visually appealingly, enhancing both usability and aesthetic impact.
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Heading Widget: Organize and Enhance Dashboard Content
The Heading Widget is designed to bring structure and clarity to your dashboard by creating designated sections with customizable headings and descriptions. This widget is an anchor, helping users easily navigate and understand the various segments of information presented.
Heading: The Section Heading Widget offers an array of rich text elements to fully customize your headings' appearance. You can modify font sizes, text colors, and alignment to suit the style and layout of your dashboard. Further, you can enhance your headings with formatting options such as bold, italic, underline, and highlighting, making essential information stand out.
Description: You can add a descriptive text area using bullets and numbering for more detailed context. This versatility allows you to guide viewers through each section of your dashboard, whether introducing a new data set, outlining key metrics, or providing instructions.
With the Section Heading Widget, organizing dashboard content becomes seamless, creating a visually appealing and easy-to-follow structure.
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Banner Widget: Create Eye-Catching Banners with Custom Backgrounds and Buttons
The Banner Widget offers a simple yet versatile way to add a striking visual element to the top of your dashboard. Most dashboard pages use a visual banner at the top to help users quickly grasp the page's context, and the Banner Widget is designed precisely for this purpose.
Caption, Title, and Subtitle: Customize the banner’s content using rich text elements. The Banner Widget allows you to add a caption, bold title, and subtitle:
Rich Text Elements: Format each text component using options like font sizes, text colors, alignment, bold, italic, underline, highlighting, bullet points, and numbering, ensuring your crucial information is impactful and visually aligned with your brand.
Background: Elevate your dashboard's visual appeal by selecting a solid background color or uploading a custom image. This flexibility enables you to set the visual tone of your dashboard, enhancing branding or thematic consistency.
Buttons: The Banner Widget includes the option to add interactive Buttons. These can perform tasks such as accessing a URL, displaying a form, triggering a workflow, and providing clear pathways for user interaction.
Positioned at the top of the page, the Banner Widget sets the tone and context, combining aesthetics and functionality to create a professional and engaging user experience.
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HERO Widget: Dynamic Visuals with Advanced Image Options
The HERO Widget builds upon the capabilities of the Banner Widget, offering a visually dynamic and customizable experience for dashboard headers. Designed to make a bold statement, it provides enhanced features for displaying images and controlling layout to effectively set the tone and context of your dashboard.
Image: One of the standout features of the HERO Widget is its advanced image options:
Size and Display Settings: Choose how the image is presented with settings like Contain, Cover Fill, and Scale Down to ensure a seamless fit within the design.
Placement: Position the image on the left, right, or top of the HERO to complement the overall visual flow of your content.
Background: Use a solid color or an image as a backdrop, enhancing the HERO's visual impact and thematic consistency.
Caption, Title, and Subtitle: The HERO Widget supports rich text customization for your content, allowing you to include a caption, a bold title, and a subtitle to convey essential information:
Rich Text Elements: Customize each element with formatting options such as font sizes, text colors, alignment, bold, italic, underline, highlighting, bullet points, and numbering. This flexibility ensures that your message is clear and aligned with your brand’s style.
Styling Options: The HERO Widget offers extensive styling controls within its settings:
Layout: Position content to the left, center, or right within the widget.
Width: Choose between Full Width, which spans the entire page, or Fixed Width, which adjusts based on the selected dashboard width.
Padding: Control the overall padding around the HERO Widget with individual settings for the left, top, right, and bottom, allowing precise spacing adjustments.
Buttons: Add interactive Buttons to the HERO Widget to guide user interactions. These buttons can be customized for tasks like accessing a URL, displaying a form, or triggering workflows, providing a more dynamic dashboard experience.
Versatile Use Cases: The HERO Widget is perfect for making a striking first impression at the top of the page. Additionally, it shines in webpage-like layouts, where users create a series of alternating left-to-right and right-to-left HERO Widgets down the page to describe various concepts, creating a dynamic storytelling format.
With its advanced image options, comprehensive styling settings, and interactive elements, the HERO Widget is ideal for crafting a powerful visual narrative on your dashboards.
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FAQ Widget: Communicate Essential Information with Customizable Q&A Sections
The Frequently Asked Questions (FAQ) Widget provides a convenient way to present a series of questions and answers on your dashboard. Typically placed on a tab labeled "FAQ," this widget is perfect for addressing common queries, explaining processes, or providing guidelines to help users find essential information quickly.
Rich Text Support: The FAQ Widget supports rich text formatting for the answers, including elements like bold, italics, links, bullet points, and more to enhance readability and provide comprehensive responses.
Styling Options: Customize the display of your FAQs with flexible styling choices:
One-Column or Two-Column Display: Choose between a single-column format for a straightforward presentation or a two-column layout to better use space and organize content effectively.
List or Accordion Display: Select a simple list format or use the accordion style, which allows questions to be expanded or collapsed. The accordion display helps maintain a clean and uncluttered look, especially when dealing with multiple FAQs.
The FAQ Widget is an excellent tool for conveying essential information in an organized, user-friendly manner, enhancing the overall experience for dashboard users.
Record Selector Widget: Drive Dynamic Content Display Across Your Dashboard
The Record Selector Widget in SmartSuite is a powerful tool that enables users to interactively select a specific record from a filtered list on the dashboard. This selection dynamically controls the content displayed in other widgets, such as Metric, View, Chart, and Record Detail types, making it a central component for creating interactive and data-driven dashboards.
How It Works: When setting up a Record Selector Widget, an admin must select a source table to determine the available records. Any table in the workspace can be chosen as the source, enabling data from across various workflows to be displayed within a single dashboard.
Permissions: Users will only see the records in the selector for which they have been granted access. This ensures that sensitive data remains secure and that each user's experience is tailored to their specific role and permissions within the workspace.
Styling Options: The Record Selector can be displayed in two different styles:
Dropdown: A compact format lets users select a record from a dropdown menu.
List (Panel): This is a more expansive format, displaying the records as a panel within the dashboard, providing an overview of multiple records at once.
Within the widget's styling settings, you can also control the background color to match the dashboard’s overall theme and layout.
Dynamic Content Control: The true power of the Record Selector Widget lies in its ability to update and display content in other widgets based on the selected record. It can control widgets on a single dashboard or within a single tab (if tabs are used). For example, selecting "Customer A" in the Record Selector Widget can trigger the display of various data across the dashboard:
Grid Widget: Shows a list of open orders related to the selected customer.
Calendar View Widget: Displays delivery dates for upcoming orders.
Summary Card Widget: Provides a quick overview of total orders.
Chart Widget: Visualizes order trends over time.
Record Detail Widget: Displays detailed fields from the selected record, such as Customer Name, Email, Phone, Address, Industry, and Account Representative.
Advanced Capability – Connecting Multiple Record Selectors: For more complex use cases, Record Selectors can be connected to each other. When a record is selected in Record Selector A, it can influence the list of records displayed in Record Selector B. For example, selecting a customer in Record Selector A can automatically filter Record Selector B to show only open orders related to that customer. This cascading selection process allows for highly contextualized data displays tailored to the user's specific needs.
By using the Record Selector Widget, you can create a highly interactive and contextualized dashboard experience, allowing users to explore different data sets seamlessly and even implement advanced data relationships.
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Record Detail Widget: Display and Interact with Record Fields on Your Dashboard
The Record Detail Widget lets you showcase fields from a specific record directly on the dashboard, offering a streamlined way to view or interact with detailed information. This widget provides flexible options for field display, allowing users to tailor the content presentation to suit their needs.
Prerequisite: The Record Detail Widget requires a Record Selector Widget to be added to the dashboard first. This setup ensures that the widget can dynamically display fields based on the record selected in the Record Selector.
Setup and Field Selection: When configuring the Record Detail Widget, you'll first select a source from the list of available Record Selectors. After choosing the source, you can select the fields you want to display within the widget. Each field comes with the following customization options:
Permissions: Choose between "View Only" or "Edit" for each field. The "Edit" option allows users to update the field's value directly within the widget, similar to in-line editing in the Grid View. However, users cannot be granted permissions beyond what they have in the source table, ensuring data security. You can also restrict individual fields to "View Only" if desired.
Display Field Name: Control whether the field name is shown above the field value for clearer context.
Help Text: Choose to display any associated help text for the field, either as a tooltip or directly below the field name, providing additional guidance for users.
Field Width: Adjust the width of each field to span multiple columns if needed. Options include 1, 2, 3, or 4 columns, giving you flexibility in organizing the display.
Styling Options: The Record Detail Widget includes styling settings that allow you to customize the background color, helping it blend seamlessly with your dashboard's overall design.
With its robust display and interaction capabilities, the Record Detail Widget makes it easy to surface critical record details directly on your dashboard, offering a more interactive and informative user experience.
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Filter Row Widget: Apply Filters Across Your Dashboard
The Filter Row Widget streamlines data analysis by allowing you to simultaneously apply filter conditions to multiple charts and views on a dashboard. Using filter values from a common table, this widget ensures that connected elements on your dashboard respond consistently to the chosen criteria, making data exploration more cohesive and efficient.
Setup and Connected Widgets: When setting up the Filter Row Widget, you start by selecting a source table. This table serves as the common data source for the filters. After selecting the source, you can choose other widgets on the page that contain data from the same source to connect with the Filter Row. These are referred to as Connected Widgets, and they will automatically respond to the filters applied through the widget.
Field Selection and Customization: On the Fields tab, you select which fields from the source table will be available as filters. For each selected field, you can customize how the filtering should work, providing flexibility in data presentation. The widget supports various field types, enabling you to fine-tune the filtering experience to match the specific needs of your dashboard.
Real-Time Filtering: Once displayed on the dashboard, the Filter Row Widget allows users to apply filters interactively. Each filter operates as an AND condition, meaning that as additional filters are selected, they narrow down the data set to meet all specified criteria. This consistent filtering mechanism helps users drill down into data in real time, uncovering insights quickly and accurately.
The Filter Row Widget is essential for creating dynamic, user-responsive dashboards, simplifying data analysis, and ensuring a cohesive data exploration experience.
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Button Row Widget: Add Interactive Buttons to Your Dashboard
The Button Row Widget allows you to add one or more interactive buttons to your dashboard. This provides a convenient way for users to trigger specific actions directly from the dashboard. Each button within the widget can be styled and configured independently, offering flexibility in both appearance and functionality.
Button Settings: The following settings are available for each button to tailor its look and action:
Label: Define the text that appears on the button, making it clear and concise for users.
Color: Choose a color for each button to match your branding or to distinguish between different actions.
Action: Assign a specific action to the button, such as navigating to a URL, opening a form, or triggering a workflow. Each button can have its own unique action, allowing for versatile interactions within the dashboard.
With the Button Row Widget, you can enhance your dashboard’s interactivity, making it easy for users to execute key tasks and navigate to relevant information with just a click.
Summary Card Widget: Highlight Key Metrics with Customizable Display
The Summary Card Widget lets you showcase essential numbers on your dashboard, whether manually entered or calculated using a formula. It effectively highlights key metrics, giving users a quick and clear overview of vital data points.
Customization Options:
Value Alignment: Choose the alignment of the displayed number (left, center, or right) to suit the layout and design of your dashboard.
Background Color: Select a background color for the widget, allowing you to match your branding or differentiate between various metrics.
With its simplicity and flexibility, the Summary Card Widget is perfect for emphasizing critical values, ensuring that essential information is always on your dashboard.
Divider Widget: Visually Separate Content with Customizable Lines
The Divider Widget enhances the visual organization of your dashboard by adding a horizontal line to separate sections of content. This simple yet effective tool helps create a more structured and readable layout, guiding users through different areas of the page.
Customization Options:
Line Color: Choose a color for the divider line to match your dashboard's overall design and branding.
Caption: Optionally, add a text caption that displays at the center of the divider. This caption provides context or labels different sections, further enhancing the clarity of your dashboard's content.
The Divider Widget is perfect for breaking up content into manageable segments, adding a touch of professionalism and structure to any dashboard.
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Spacing Widget: Enhance Visual Presentation with Adjustable Gaps
The Spacing Widget offers a simple way to control the layout of your dashboard by adding extra space between widgets only when additional spacing is desired. It helps to create a cleaner, more organized visual presentation, allowing you to guide users’ focus effectively across different sections.
This widget is optional and is not needed between all widgets. Instead, use it strategically to focus on key areas, improve readability, and maintain a professional, user-friendly appearance throughout your dashboard.
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