Edit Properties in Table Widgets

Properties depend on your widget type. Tables are one the most used widget. They allow you to make sure you have exactly the data you need before you convert your widget into another widget type.

The Properties tab in a table widget allows you to view and modify information based on the data set defined in the first step. The information can be inputted using the following criteria:



The columns section lets you determine which columns will display in the table. The order in which the columns are listed also determines display order, meaning that the first field at the top of the list will be the first column on the left of your report. Add as many columns as needed by clicking on the +Add Column in the Columns section. To delete a column, simply click on the minus (-) sign at the right of the field.

The different columns you can add are divided by section, representing tabs from the form you previously selected. In some cases, you can have the same column name for data from two different sections (ex: a communication date and a grievance date).

If you added a calculated value, the name of that calculated value has to be selected from that drop-down of columns in order to display in the widget. The name will always appear at the beginning of the list.

Tip: Columns can easily be dragged and dropped to change their order.



You can sort data appearing in a table based on different criteria. To do so, choose the column to use to sort the data and then select the sorting order (ascending or descending). Multiple sorting criteria can be defined and the sequence you choose determines the priority of the sorting process.

Tip: Sorting is useful to present, for example, your stakeholders’ list in alphabetical or chronological order.


Maximum categories to display

You can also limit data appearing in a table to a certain number. To do so, enter a number value in the maximum categories to display section. Keep in mind that if you set the limit to 5, only the first 5 items will display.

Tip: this option is useful if you only want to show a “top 5” or a “top 10” for example. For an accurate usage of the maximum categories to display functionality, it should be use with a relevant order parameter.


Filters can be added to your Widget to present specific data.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request