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How to Show Custom Table Data on Dashboards

Introduction

This guide will show you how to display data from Custom tables on dashboards using the Assets & Configurations widgets. This is useful for users who want to have a quick overview of table data on their personal, project, or feature dashboards.

By following these steps, you will be able to add and configure a widget to display data from any Custom table.

Target Audience

User

Prerequisites

Before starting, ensure you have:

  • Access to dashboards.
  • Custom tables created and filled with records.
  • Correct permissions to view the table.

How to Show Custom Table Data on Dashboards

Step 1: Open the dashboard

  • Open any dashboard where you want to display the data.
    • Example: My dashboard, Project dashboard, Feature dashboard.

Step 2: Add the Assets & Configurations widget

  • Click the Customize button on the dashboard.
  • Select Add widget.
  • In the widget list, find the section Assets & Configurations.
  • Choose List or Trends depending on how you want the data displayed.
  • Select the specific Custom table you want to show.
  • Confirm the selection.

Step 3: Adjust the widget settings

  • Adjust columns to display, filters to limit the records, and widget title.

Step 4: Save the dashboard

  • After adding and configuring the widget, click Save.

Troubleshooting

  • Check your dashboard permissions.
  • Verify you have access to the Custom table.
  • Ensure the widget is properly configured with selected table and filters.

Conclusion

You have successfully added and configured an Assets & Configurations widget on a dashboard, providing quick access to important asset and configuration data.

Related Topics and Further Reading

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