Dashboards / Dashboard Widgets
How to use Table Charts for Dashboard Widgets
Modified on: Mon, 9 Mar, 2026 at 5:25 AM
More Tutorials from the Community
https://www.youtube.com/watch?v=xBGH_lohcSM
TABLE OF CONTENTS
Step 1: Add a Widget
- 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 table
Step 3: Configure Your Widget
- 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
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.
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 Dashboard
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