How to Separate the Details of a Record In A Dashboard

Separating Details of a Record in Dashboards

Welcome to another episode of SmartTips! I'm Jeff Gonzalez, and today we're diving into a super handy technique for organizing information in a dashboard. Imagine having multiple record detail widgets attached to just one record selector. This setup not only simplifies information retrieval but also enhances formatting options. Let’s explore the myriad benefits of this approach.

Understanding the Event Planning Dashboard

In our event planning solution, we have an event overview dashboard designed to manage granular details of a specific event. Here's the scoop: events involve a plethora of information like schedules, venues, speakers, attendees, vendors, and event staff. We need a strategy to segregate these details effectively.

Why Splitting Information Matters

Instead of cramming all fields into one record detail, breaking them into multiple widgets helps us:

• Focus on what really matters
• Apply unique formatting styles
• Manage tasks more efficiently

"A lot of our folks that use SmartSuite successfully have action items in a different widget found in the same dashboard."

Our team frequently uses distinct styling—budget, venue, and attachments marked in yellow, while action items appear in blue. It's a straightforward way to keep everything organized.

Creating and Using Record Detail Widgets

Here's the fun part. With record detail widgets, you can see a checklist field alongside a comprehensive list of attendees. This linked record field encompasses various records, making it essential to manage them efficiently without clutter.

Steps to Set Up Your Dashboard

1. Create Record Detail Widgets: Choose your source and select pertinent fields you wish to include.
2. Organize Information: Prioritize which details show up and where. This setup is bidirectional, simplifying the process immensely.
3. Implement a Record Selector: Start by creating record selector widgets, then link them to your record detail widgets.

This streamlined approach makes configuration straightforward. You don’t need to flip back and forth to set it up on both ends.

Advantages of This Approach

Here are some reasons why splitting records into multiple widgets is beneficial:

• Improved Usability: Users can sift through details easily without visual clutter.
• Flexible Formatting: Customize widget appearances to suit team workflows.
• Focused Task Management: Clearly delineate action items, enhancing productivity.

Consider it as having a map where each detail widget is a landmark, ensuring you never lose sight of essential information.

Questions and Interaction

As you master this technique, don't hesitate to leave any questions or comments. My goal is to help you navigate these digital tools with confidence.