KNOWLEDGE CENTER
Dashboards: Custom Fields on Dashboard Widgets
We're thrilled to introduce an exciting enhancement to our dashboards and widgets with the addition of Custom Fields!
👀 What’s New?
Enhanced Customization: You can now utilize any of your custom fields to filter and define widgets on your dashboard.
Visualize Trends: Use your custom date properties to create insightful trends and charts.
Custom Field Types: Here are the types of custom fields you can use in the Group By/View By properties: Single Line, Date (Only in View By), Phone Number, Monetary, Numerical, Radio, Checkbox, and Multi and Single Options.
👷 How It Works:
Go to your dashboard and click the edit icon.
Choose any widget.
Switch to the Conditions tab.
Select your custom fields and specify the operator and condition.
For Donut, Line, or Bar charts, choose your custom field from the Group By/View By dropdown.
Similarly you can choose a custom date property as well.
Save your changes and watch your dashboard come to life!
⭐ Why it Matters:
This feature empowers you to tailor your dashboards like never before! By leveraging custom fields, you can create more relevant and dynamic visualizations, helping you gain deeper insights into your data and make more informed decisions.
Dashboards: Custom Fields on Dashboard Widgets
We're thrilled to introduce an exciting enhancement to our dashboards and widgets with the addition of Custom Fields!
👀 What’s New?
Enhanced Customization: You can now utilize any of your custom fields to filter and define widgets on your dashboard.
Visualize Trends: Use your custom date properties to create insightful trends and charts.
Custom Field Types: Here are the types of custom fields you can use in the Group By/View By properties: Single Line, Date (Only in View By), Phone Number, Monetary, Numerical, Radio, Checkbox, and Multi and Single Options.
👷 How It Works:
Go to your dashboard and click the edit icon.
Choose any widget.
Switch to the Conditions tab.
Select your custom fields and specify the operator and condition.
For Donut, Line, or Bar charts, choose your custom field from the Group By/View By dropdown.
Similarly you can choose a custom date property as well.
Save your changes and watch your dashboard come to life!
⭐ Why it Matters:
This feature empowers you to tailor your dashboards like never before! By leveraging custom fields, you can create more relevant and dynamic visualizations, helping you gain deeper insights into your data and make more informed decisions.