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.
Notice
Assets & Configurations widgets are available only on dashboards and cannot be added directly to entity detail pages like tasks or projects.
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.



