Creating a Table Widget in Wavity
  • Widgets in Wavity are interactive components or visual elements within a user interface (UI) that provide users with specific functionalities, data visualizations, or quick access to information and actions.
  • Widgets can be added/edited to interfaces/dashboards in Wavity platform. This feature allows you to customize dashboards based on your requirements. For more details on creation of dashboards, please refer the following link: How To Create Role-Based Interface/Dashboards/Layouts | Wavity
  • A Table Widget in Wavity mirrors the functionality of an app but is used specifically to display data within a dashboard or interface. It pulls information directly from the associated application and presents it in a tabular format, tailored to your chosen fields.
  • Only an Admin of your organization has the access to create or update widgets in Wavity.
  • To create a new table widget: Click on “Manage Widget”.
  • The Widget Settings pop-up will be displayed. As shown in the image below, all existing active widgets in the layout are listed. To create a new widget, click the ‘Create New’ button.
  • You can create various types of widgets such as Reports, Analytics, Table, Links, Bulletin & Columns in the layout.
  • To create a new table widget, click on "Table".
  • Choose a color for the widget to customize its appearance.
  • Enter a title for the widget to identify it clearly.
  • Select the appropriate data source or application from which the data will be displayed.
  • Select the fields you want to display in the table widget by selecting column headers from the dropdown.
  • Under Permissions, select the appropriate user category such as End User, Approver, Manager, or Moderator, as shown below. Only users in the selected category will be able to view or edit the records.
  • Select the features you need by checking or unchecking the options below. Common features available in Table widgets include:
    1. Row Clickable: Enables users to click on any row to open the corresponding record.
    2. Auto Refresh: Automatically updates the data within the table at specified intervals.
    3. Read Status: Displays unread records in bold for easy identification.
    4. Conversational UI: Presents records in a conversational format, allowing users to reply interactively and also enables using macros (predefined responses).
    5. Show Text Comprehend Result: Displays records with AI-driven sentiment analysis.
  • Choose the field from the data source application that you want to filter. You can apply various operators such as Equal, Not Equal, In, Empty, and Not Empty.
  • Based on the selected field, all corresponding values will be displayed in the Value dropdown. Select the required value to apply the filter.
  • To add more complex filtering conditions, you can use the "And" and "Or" functions: Enabling "And" will apply the filter only if all conditions are met. Enabling "Or" will apply the filter if any condition is met.
  • Finally, Click on ‘Create’ to create a new table widget.
  • An example of a table widget is shown below for your reference.