Dashboard Widget Types

Dashboards support various widget types that can be added to display different types of content and visualizations. Each widget type has specific configuration options, size constraints, and use cases.

Widgets are organized into three categories:

Reports: Widgets that display reports (charts, tables, KPIs)
Data Grids: Widgets that display datagrids (Object data tables)
Standard Widgets: Built-in widgets for various purposes (Summary, Webpage, Image, Quick Action, Insight Card, Layout, Actionable Card)

Displays reports created in the Reports section.

Overview

Report widgets show report visualizations including charts, tables, KPIs, and other report types configured in the Reports section.

Configuration

Select Report: Choose a report from the Reports list
Widget Title: Customize the widget title (optional, defaults to report name)
Report Settings: Configure report-specific settings (if enabled)

Size Constraints

Default Size: 6 columns wide × 4 rows high
Minimum Size: 4 columns × 4 rows
Maximum Size: 12 columns × 12 rows
KPI Reports: Automatically sized to 2 columns wide when chart type is KPI

Use Cases

Display charts and visualizations
Show KPI metrics
Display data tables from reports
Visualize aggregated data

Features

Supports all report visualization types (Bar, Line, Pie, Table, KPI, etc.)
Can be filtered using dashboard global filters
Supports report-specific settings and interactions
Real-time data updates

Displays datagrids created in the Datagrids section.

Overview

Datagrid widgets show Object data in table format using datagrid configurations created in the Datagrids section.

Configuration

Select Datagrid: Choose a datagrid from the Datagrids list
Widget Title: Customize the widget title (optional, defaults to datagrid name)
Datagrid Settings: Configure datagrid-specific settings (if enabled)

Size Constraints

Default Size: 6 columns wide × 8 rows high
Minimum Size: 4 columns × 8 rows
Maximum Size: 12 columns × 16 rows

Use Cases

Display Object records in table format
Show filtered and sorted data
Display data with actions and drill-down capabilities
View related records

Features

Supports all datagrid features (filtering, sorting, grouping, actions)
Can be filtered using dashboard global filters
Supports row actions and drill-down navigation
Real-time data updates

Displays a horizontal ribbon of KPI metrics from multiple reports.

Overview

Summary Ribbon widgets aggregate KPI values from multiple KPI reports into a single horizontal ribbon display, showing key metrics at a glance.

Configuration

Widget Title: Enter a title for the summary ribbon
Select KPI Reports: Choose one or more KPI reports to display
Report Selection: Select from available KPI reports (reports with chart type "KPI")

Size Constraints

Default Size: 12 columns wide × 4 rows high (full width)
Minimum Size: 4 columns × 2 rows
Maximum Size: 12 columns × 6 rows

Use Cases

Display key performance indicators at the top of dashboards
Show summary metrics from multiple sources
Provide quick overview of important metrics
Display variance and goal comparisons

Features

Aggregates multiple KPI reports
Shows KPI values with icons
Displays variance (if configured in KPI reports)
Shows goal comparisons
Customizable title and layout

Embeds external web pages within the dashboard.

Overview

Webpage widgets display external web pages in an iframe, allowing you to embed third-party content, documentation, or other web resources.

Configuration

URL: Enter the URL of the webpage to display
URL Validation: System validates URL format

Size Constraints

Default Size: 6 columns wide × 8 rows high
Minimum Size: 6 columns × 8 rows
Maximum Size: 12 columns × 12 rows

Use Cases

Embed external documentation
Display third-party dashboards
Show web-based tools or applications
Include reference materials

Features

Supports HTTPS and HTTP URLs
Handles iframe restrictions (X-Frame-Options)
Error handling for inaccessible pages
Responsive sizing

Limitations

Some websites block iframe embedding (X-Frame-Options header)
Cross-origin restrictions may apply
Requires internet connectivity for external URLs

Displays images uploaded to the system.

Overview

Image widgets display images that have been uploaded to the system, allowing you to add visual content to dashboards.

Configuration

Upload Image: Upload an image file or select an existing image
Image Alt Text: Enter alternative text for accessibility
Image Fit: Choose how the image fits in the widget:
- Contain: Image fits within bounds, maintaining aspect ratio
- Cover: Image covers entire area, may be cropped
- Fill: Image fills area, may be stretched

Size Constraints

Default Size: 4 columns wide × 4 rows high
Minimum Size: 2 columns × 2 rows
Maximum Size: 12 columns × 12 rows

Use Cases

Display logos or branding
Show diagrams or charts
Include instructional images
Add visual context to dashboards

Features

Image upload and management
Multiple image fit options
Responsive sizing
Image preview

Provides quick navigation buttons to Builder pages.

Overview

Quick Action widgets display buttons that navigate to Builder pages, providing quick access to frequently used pages or workflows.

Configuration

Select Pages: Choose one or more Builder pages to display as action buttons
Page Selection: Select from available Builder pages
Alignment: Choose button layout:
- Horizontal: Buttons arranged in a row
- Vertical: Buttons arranged in a column

Size Constraints

Default Size: 8 columns wide × 6 rows high
Minimum Size: 2 columns × 4 rows
Maximum Size: 12 columns × 8 rows

Use Cases

Provide quick access to frequently used pages
Create navigation shortcuts
Display workflow entry points
Show action buttons for common tasks

Features

Multiple page selection
Customizable button layout
Page icons and descriptions displayed
Direct navigation to pages

Displays a list of values from an Object field, showing recent or top records.

Overview

Insight Card widgets display a list of values from a specific field in an Object, sorted and limited to show the most relevant records.

Configuration

Widget Title: Enter a title for the insight card
Select Object: Choose the Object to query
Select Field: Choose the field to display values from
Icon: Select an icon to represent the insight
Limit: Set the maximum number of values to display (default: 5)
Sort Order: Choose sorting:
- Ascending (ASC): Lowest to highest
- Descending (DESC): Highest to lowest
Order By Field: Select the field to sort by (typically the same as the display field)

Size Constraints

Default Size: 4 columns wide × 4 rows high
Minimum Size: 2 columns × 2 rows
Maximum Size: 12 columns × 12 rows

Use Cases

Display top customers
Show recent activities
List most popular items
Display trending values

Features

Queries Object data directly
Supports sorting and limiting
Can be filtered using dashboard global filters
Displays field values as a list
Customizable icon and title

Displays layouts created in the Layouts section.

Overview

Layout widgets display Simple Layouts created in the Layouts section, showing Object records in a form-like layout.

Configuration

Widget Title: Enter a title for the layout widget
Select Layout: Choose a Simple Layout from the Layouts list
Icon: Select an icon to represent the layout

Size Constraints

Default Size: 4 columns wide × 4 rows high
Minimum Size: 2 columns × 2 rows
Maximum Size: 12 columns × 12 rows

Use Cases

Display Object records in a form layout
Show detailed record views
Display related records
Create custom data views

Features

Displays Simple Layout configurations
Shows Object records with field groups
Supports layout-specific styling
Can be filtered using dashboard global filters

Displays Object records as cards with action buttons.

Overview

Actionable Card widgets display Object records as cards, each showing key information and action buttons that trigger workflows or flow chains.

Configuration

Card Name: Enter a name for the actionable card widget
Select Object: Choose the Object to display records from
Description: Optional description
Icon: Select an icon for the card
Field Configuration:
- Primary Field: Field to display as the main value
- Status Field: Field to display as status indicator
- Secondary Field: Additional field to display
Query Configuration: Configure which records to display:
- Select Fields: Choose fields to retrieve
- Filter Criteria: Define filter conditions
- Sort Order: Set sorting options
- Limit: Maximum number of records to display
Actions: Configure action buttons:
- Primary Action: Main action button (FLOW or FLOW_CHAIN)
- Secondary Action: Additional action button (FLOW or FLOW_CHAIN)
- Action Title: Button label
- Action Icon: Button icon
- Target: Select workflow or flow chain to execute

Size Constraints

Default Size: 4 columns wide × 4 rows high
Minimum Size: 2 columns × 2 rows
Maximum Size: 12 columns × 12 rows

Use Cases

Display records with quick actions
Show task lists with action buttons
Display items requiring user action
Create interactive record displays

Features

Displays Object records as cards
Supports multiple action buttons per card
Configurable field display
Action buttons trigger workflows or flow chains
Can be filtered using dashboard global filters
Supports implicit filters for actions

Understanding Grid Units

Dashboards use a grid system where:

Columns: Horizontal grid units (typically 12 columns per row)
Rows: Vertical grid units (height varies based on content)

Size Recommendations

Small Widgets (2-4 columns): Quick actions, KPIs, insight cards
Medium Widgets (6-8 columns): Reports, datagrids, webpages
Large Widgets (10-12 columns): Full-width summaries, comprehensive reports

Responsive Behavior

Widgets automatically adjust to available space
Minimum and maximum sizes prevent widgets from becoming too small or too large
Grid layout ensures widgets align properly

Best Practices

Choose Appropriate Widgets: Select widget types that match your data and use case
Mix Widget Types: Combine different widget types for comprehensive dashboards
Consider Size: Plan widget sizes based on content and importance

Meaningful Titles: Use clear, descriptive titles for widgets
Appropriate Sizing: Size widgets to fit content without wasting space
Consistent Layout: Maintain consistent widget sizes and alignment

Performance

Limit Widget Count: Avoid too many widgets (typically 4-8 widgets per dashboard)
Efficient Queries: Configure widgets with efficient queries and filters
Data Volume: Consider data volume when configuring widgets

User Experience

Logical Grouping: Group related widgets together
Visual Hierarchy: Place important widgets in prominent positions
Clear Labels: Use clear titles and descriptions

Creating Dashboards - Learn how to add widgets to dashboards
Dashboard Introduction - Overview of dashboards
Reports Introduction - Learn about reports used as widgets
Datagrids Introduction - Understand datagrids used as widgets
Layouts Introduction - Learn about layouts used as widgets

Dashboard Widget Types

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