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Tuesday, March 11, 2025

CRM Analytics: Dynamic table with Input Widget

Use case: give users the ability to show top N open opportunities based on Amount in a dashboard.

Step:

  1. Add a table widget with the columns, set a query limit (example 10), and add filters as needed; for my use case, the filter isClosed = false and sorted by Amount.
  2. Add an input widget and set the parameters in Input Values and Input Style.
  3. Add a text widget to show the top X rows for the column.

Here is the result:



What needs to be configured?

  • There is no need to change the input widget except the parameters mentioned above. 
  • For the table widget to show top X records, we need to change the limit from 10 (example) with binding [ "{{cell(input_1.selection, 0, \"input\").asObject()}}" ]; input_1 is the Query ID of the input widget.
  • For the text widget, click the "Add Query Data" button and select the Dynamic Data Source, Dynamic Text Field, and Interaction Type as below; you can manually add "Top " text after configuring the query data.



Reference:



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