Overview

Dashboard widgets are mini-dashboards inside of your forms. They allow you to display logos, titles, or live data directly in your forms.

When we add a Dashboard widget to a form, we see a blank dashboard canvas that’s wide and short.

This dashboard will be displayed along with the other widgets on your form, and has the full power and flexibility as any other dashboard in the software. Here we’re adding our company logo, some text, and a speedometer showing the average score of all employee satisfaction surveys.

When we click Done we see the new dashboard widget listed at the bottom of the form, so we’ll drag it to be on top.

Now when people view the form they see an attractive header showing live data.

Dashboard form widgets automatically resize so they always take up the full width of the form. In this example the form is being used on a narrow device like a tablet.

Filtering data

Dashboard form widgets now have a Set Filter option in their Settings tooltips. We’ll set a filter for this dashboard widget that's currently showing all sales for all customers.

This opens a dialog that allows you to choose a single value widget on the page to use as a filter for that dashboard. If that widget’s value is blank, no filter is applied. In this example we’re going to filter the dashboard widget to only show sales records matching the value in the Customer ID field.

Now let’s see this in action. The first page of the form is a record list widget where we choose a customer.

This takes us to the customer details page. At the top is our dashboard widget that is now filtered to only show the sales for the currently selected customer.

It’s also important to note that the single value widget you choose to use for the filter doesn’t actually have to be visible on the page. In this example the Customer ID widget we’re using for the filter is hidden and is automatically set on page load along with all of the other customer fields.