Record Selector Widget: Drive Dynamic Content Display Across Your Dashboard

The Record Selector Widget in SmartSuite is a powerful tool that enables users to interactively select a specific record from a filtered list on the dashboard. This selection dynamically controls the content displayed in other widgets, such as Metric, View, Chart, and Record Detail types, making it a central component for creating interactive and data-driven dashboards.

How It Works: When setting up a Record Selector Widget, an admin must select a source table to determine the available records. Any table in the workspace can be chosen as the source, enabling data from across various workflows to be displayed within a single dashboard. 

Permissions: Users will only see the records in the selector for which they have been granted access. This ensures that sensitive data remains secure and that each user's experience is tailored to their specific role and permissions within the workspace.

Styling Options: The Record Selector can be displayed in two different styles:

• Dropdown: A compact format lets users select a record from a dropdown menu.
• List (Panel): This is a more expansive format, displaying the records as a panel within the dashboard, providing an overview of multiple records at once.

Within the widget's styling settings, you can also control the background color to match the dashboard’s overall theme and layout.

Dynamic Content Control: The true power of the Record Selector Widget lies in its ability to update and display content in other widgets based on the selected record. It can control widgets on a single dashboard or within a single tab (if tabs are used). For example, selecting "Customer A" in the Record Selector Widget can trigger the display of various data across the dashboard:

• Grid Widget: Shows a list of open orders related to the selected customer.
• Calendar View Widget: Displays delivery dates for upcoming orders.
• Summary Card Widget: Provides a quick overview of total orders.
• Chart Widget: Visualizes order trends over time.
• Record Detail Widget: Displays detailed fields from the selected record, such as Customer Name, Email, Phone, Address, Industry, and Account Representative.

Advanced Capability – Connecting Multiple Record Selectors: For more complex use cases, Record Selectors can be connected to each other. When a record is selected in Record Selector A, it can influence the list of records displayed in Record Selector B. For example, selecting a customer in Record Selector A can automatically filter Record Selector B to show only open orders related to that customer. This cascading selection process allows for highly contextualized data displays tailored to the user's specific needs.

By using the Record Selector Widget, you can create a highly interactive and contextualized dashboard experience, allowing users to explore different data sets seamlessly and even implement advanced data relationships.