Widgets

Field

The Field Widget lets you choose fields that you would like to show to your users.

Highlights

Highlight up to four key fields with this widget by dragging onto your layout from edit layout.

Pipeline

Show the status of a process and update the status by clicking the Pipeline Widget.

Related Record

Display a single related record in a detail view. You must have at least one linked record field in your table to use a record list.

Related Record List

Display a Related Record List in your detail layout. If you have more than one related record, you can display the whole list.

Embed

Embeds allow you to embed an iFrame into your layout. Add forms, graphs and urls into your layouts with the Embed Widget

Callout

Call attention to important information with the Callout Widget. There are 6 different callouts to choose from.

Edit Widgets

  1. Select the widget to edit

  2. You can move, duplicate, or delete a widget

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