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Adding the Table Widget

  1. In the Edit Mode tab of the Dashboards Building Interface, click the “add a widget” button.
  1. Choose the Table option from the widget list.
  1. Choose a data source:Tables or Case Management Tables and proceed by selecting the specific table from the data source you would like to use.
  1. Your selected table will then be reflected as a widget on the Dashboard Building Interface.

Export Table Widget

You can export the data displayed in a selected table widget as a structured CSV file. This allows you to easily download and share the table’s data in a standard, organized format.
If a Filter Widget is connected and applied to the selected Table Widget, any active filters will automatically be reflected in the exported data. This ensures that only the filtered dataset is included in the CSV export.
The table data will be sanitized-an apostrophe will be added to values that start with =, +, -, @

Editing a Table Widget

To modify a selected Table Widget, please update the original To modify a selected Table Widget, please update the original Tables or Case Management Tables directly at the source directly in the chosen feature.

Deleting a Table Widget

  1. In the left-hand sidebar, click the icon in the top-right corner and then select the delete button.

  2. The Table Widget will be removed from your Dashboard Building Interface.