More Tutorials from the Community https://www.youtube.com/watch?v=xBGH_lohcSM https://youtu.be/DwcbZNaqup4 TABLE OF CONTENTS Step 1: Add a widget Step 2…
1 min read163 words4 explained imagesUpdated Mon, 9 Mar at 5:25 AM
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Go to your dashboard and Click on the edit icon and then Add widget
Step 2: Choose Table Chart
Scroll down to the widget you want to add and change the chart type to tableStep 1 of 1: Scroll down to the widget you want to add and change the chart type to…What this shows Step 1 of 1: Scroll down to the widget you want to add and change the chart type to tableWhat this showsShows what to fill in for step 1 of 1 in the "Step 2: Choose Table Chart" section of "How to use Table Charts for Dashboard Widgets".This screenshot accompanies step 1 of 1 in the "Step 2: Choose Table Chart" section of "How to use Table Charts for Dashboard Widgets". At this point in the walkthrough you scroll down to the widget you want to add and change the chart type to table.Step 1 of 1Image 1 of 4What to fill inScroll down to the widget you want to add and change the chart type to table
Step 3: Configure Your Widget
Click on Select Columns to manage columns you want on your widgetStep 1 of 2: Click on Select Columns to manage columns you want on your widgetWhat this shows Step 1 of 2: Click on Select Columns to manage columns you want on your widgetWhat this showsShows what to choose for step 1 of 2 in the "Step 3: Configure Your Widget" section of "How to use Table Charts for Dashboard Widgets".This screenshot accompanies step 1 of 2 in the "Step 3: Configure Your Widget" section of "How to use Table Charts for Dashboard Widgets". At this point in the walkthrough you click on Select Columns to manage columns you want on your widget. The next step is to in Advance Settings, you can choose the column on which you want to order the table.Step 1 of 2Image 2 of 4What to chooseClick on Select Columns to manage columns you want on your widget
Buttons and menus referencedNote (Email Widgets): Source Action NameSource Action Nameworkflowworkflow step name
Next stepIn Advance Settings, you can choose the column on which you want to order the tableAll 2 steps in this procedure
Click on Select Columns to manage columns you want on your widget this image
In Advance Settings, you can choose the column on which you want to order the table
In Advance Settings, you can choose the column on which you want to order the tableStep 2 of 2: In Advance Settings, you can choose the column on which you want to…What this shows Step 2 of 2: In Advance Settings, you can choose the column on which you want to order the tableWhat this showsShows what to choose for step 2 of 2 in the "Step 3: Configure Your Widget" section of "How to use Table Charts for Dashboard Widgets".This screenshot accompanies step 2 of 2 in the "Step 3: Configure Your Widget" section of "How to use Table Charts for Dashboard Widgets". At this point in the walkthrough you in Advance Settings, you can choose the column on which you want to order the table.Step 2 of 2Image 3 of 4What to chooseIn Advance Settings, you can choose the column on which you want to order the table
Buttons and menus referencedNote (Email Widgets): Source Action NameSource Action Nameworkflowworkflow step name
All 2 steps in this procedure
Click on Select Columns to manage columns you want on your widget
In Advance Settings, you can choose the column on which you want to order the table this image
Note (Email Widgets): Source Action Name
In Email Widget table charts, Source Action Name helps you identify what triggered the email. If the email is associated with a workflow, Source Action Name displays the workflow step name to improve traceability in dashboards and reports.
Step 4: Save Your Changes
Click on Save to add your widget on the DashboardStep 1 of 1: Click on Save to add your widget on the DashboardWhat this shows Step 1 of 1: Click on Save to add your widget on the DashboardWhat this showsShows how to confirm for step 1 of 1 in the "Step 4: Save Your Changes" section of "How to use Table Charts for Dashboard Widgets".This screenshot accompanies step 1 of 1 in the "Step 4: Save Your Changes" section of "How to use Table Charts for Dashboard Widgets". At this point in the walkthrough you click on Save to add your widget on the Dashboard.Step 1 of 1Image 4 of 4How to confirmClick on Save to add your widget on the Dashboard
