Creating a Table Widget

Summarizing your data.

For this example, we will create a Table Widget that only displays Key Contacts.

To get started, navigate to an existing Dashboard and press the Edit icon on the top-right hand corner as seen below:

Editing a Dashboard

Note: To edit the name, or delete the dashboard, press the Rename button after pressing edit on the above screenshot.

After pressing the Edit button, press the Add Widget button to proceed.

Creating a Widget

I will title the widget 'Key Contacts'. Here you have the option to select a preexisting View to use for the Table widget, or create a new one.

Best practice is to create a new view, and in our example we will do so as seen below:

Adding a New View for a Widget

You will now see a prompt for the Target Object. Because we want a list of Contacts, we will select the 'Contacts' object as seen below:

Now we will be confronted with the same options seen when creating a new View directly.

For our example, I will add the Full Name, Email, and Description fields into the View as seen below:

Adding the Appropriate Fields

I will now filter the data to only include contacts who are labeled as 'Key Contacts' as seen below:

Filtering for Key Contacts

Now we can press Save to confirm our addition. This will then take us back to the Widget page as seen below, with our newly created View selected:

Create Widget with New View

To create a table, we select the Table type as seen below:

Selecting the Table Widget

After selecting the Table type, press save and the New Widget will be added.

Note: Make sure to press the Done button on the top-right hand corner to save the widget.

Continue to the next section to see how to move and resize widgets.