Record Detail Widget: Display and Interact with Record Fields on Your Dashboard

The Record Detail Widget lets you showcase fields from a specific record directly on the dashboard, offering a streamlined way to view or interact with detailed information. This widget provides flexible options for field display, allowing users to tailor the content presentation to suit their needs.

Prerequisite: The Record Detail Widget requires a Record Selector Widget to be added to the dashboard first. This setup ensures that the widget can dynamically display fields based on the record selected in the Record Selector.

Setup and Field Selection: When configuring the Record Detail Widget, you'll first select a source from the list of available Record Selectors. After choosing the source, you can select the fields you want to display within the widget. Each field comes with the following customization options:

• Permissions: Choose between "View Only" or "Edit" for each field. The "Edit" option allows users to update the field's value directly within the widget, similar to in-line editing in the Grid View. However, users cannot be granted permissions beyond what they have in the source table, ensuring data security. You can also restrict individual fields to "View Only" if desired.
• Display Field Name: Control whether the field name is shown above the field value for clearer context.
• Help Text: Choose to display any associated help text for the field, either as a tooltip or directly below the field name, providing additional guidance for users.
• Field Width: Adjust the width of each field to span multiple columns if needed. Options include 1, 2, 3, or 4 columns, giving you flexibility in organizing the display.

Styling Options: The Record Detail Widget includes styling settings that allow you to customize the background color, helping it blend seamlessly with your dashboard's overall design.

With its robust display and interaction capabilities, the Record Detail Widget makes it easy to surface critical record details directly on your dashboard, offering a more interactive and informative user experience.