Widget association form

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Use these form fields to associate a widget with project table and view it on financials.

    Table 1. Widget association form
    Field Description
    Association ID Record to associate to the widget. Use the lookup icon to identify and select tables.

    To access the relevant records, select Table [sys_db_objects] from the Table name list and Investment from the Document list.
    Association table Table to associate to the widget.

    You must select Table [sys_db_objects] from the list.
    Widget Unique name of the widget.
    Order Position of the widget in relation to other widgets in the Financials tab of the Project Workspace.

    Widgets appear in numeric order with the smallest number listed first.
    Display on card Option to display the widget in the Financials tab.
    Include by default Option to show the widget by default in the Financials tab.