Use Table Components with 3 how-to topics, all available without membership; use the index to jump to adding, managing, and configuring a table component.
How-to Index
| # | Topic | Membership |
|---|---|---|
| 1 | 1. Add a table component to a dashboard | Free |
| 2 | 2. Edit or delete a table | Free |
| 3 | 3. Configure table settings | Free |
How-to Guide
1. Add a table component to a dashboard
Entry point: Dashboard interface → + Add Component → View → Table
- Open the dashboard interface.
- Click the + Add Component button in the upper-left area.
- In the component panel, find the Table icon under View.
- Click Table to generate a default table component automatically.
- Click the new component to enter editing mode and continue configuring data.
Success Criteria
- UI state: A new table component appears in the dashboard.
- Next actions: You can open the configuration panel and continue adjusting data and display settings.
Tips While Using
- Common mistakes: If you are not in a dashboard page, you may not see the + Add Component entry.
- Environment limits: You need edit permission for the current dashboard.
2. Edit or delete a table
Entry point: Click an existing table → the ... icon in the upper-right corner
- Select the table component that has already been added to the dashboard.
- Click the ... icon in the upper-right corner of the component to open the menu.
- To change the table setup, select Configure.
- To duplicate the current table, select Duplicate.
- To remove the current table, select Delete.
Success Criteria
- UI state: The menu opens and shows options such as Configure, Duplicate, and Delete.
- Next actions: You can continue editing, duplicating, or removing the component as needed.
- No side effects: The current component remains unchanged until you confirm a delete action.
Tips While Using
- Common mistakes: If the table component is not selected first, the menu can be easy to miss.
- Environment limits: Configure or delete actions usually require the page to be editable.
3. Configure table settings
Entry point: Table configuration panel
- Open the configuration panel for the table component.
- Under Data Source, select the table you want to use.
- Under Record Filter, set the conditions for the records you want to display.
- Under Field Settings, choose which fields to show in the table.
- Under Sort, set the record order.
- Under Group, set how records are grouped.
- Under Row Height, switch the display style.
- Review the effect in the preview pane.
- Click OK to apply the settings.
Success Criteria
- UI state: The preview area updates as your settings change.
- Next actions: After you click OK, the table displays data with the new settings.
Tips While Using
- Common mistakes: If you change settings but do not click OK, the final result is not applied.
- Environment limits: If the data source is permission-controlled, the visible fields and records may differ.