Dashboard

The Dashboard gives you a single place to view important information from your Tap Forms Pro document. You can add widgets that summarize records, chart values, show filtered record lists, or display the result of a script.

Select Dashboard in the sidebar to open it.

Adding Widgets

Click Add Widget, then choose one of these widget types:

Widget	Use it to
Summary	Show a calculated value such as Count, Total, Average, Minimum, or Maximum.
Chart	Display values as a Bar, Line, or Pie chart.
List	Show a focused list or table of records from a form or saved search.
Script	Run a Form script and show its output.

When you add a widget, its settings appear in the widget inspector. Configure the widget, then click Apply.

Arranging the Dashboard

Use the Columns control to choose how many columns the Dashboard uses. You can choose from 1 to 4 columns.

Each widget also has a Column span setting. A widget with a span of 1 takes one column. A widget with a span of 2 or more stretches across multiple columns.

To rearrange widgets, drag a widget by its header and drop it in a new position.

Editing a Widget

Click a widget, or click its inspector button, to show its settings.

Common widget settings include:

Setting	Description
Title	The name shown at the top of the widget.
Description	Optional text shown below the title.
Icon	Choose the symbol shown in the widget header.
Form	The form that supplies the widget’s data.
Search	An optional saved search that filters the widget’s records.
Column span	How wide the widget appears on the Dashboard.

Click Apply to save your changes.

Summary Widgets

A Summary widget displays one calculated value from a form or saved search.

To configure a Summary widget:

1. Choose a Form.
2. Optionally choose a Search to limit which records are included.
3. Choose a Calculation: Count, Total, Average, Minimum, or Maximum.
4. Choose a Metric Field.

The summary value updates when the underlying records change. You can copy the displayed value from the widget’s context menu.

Chart Widgets

A Chart widget visualizes numeric data from a form or saved search.

To configure a Chart widget:

1. Choose a Form.
2. Optionally choose a Search.
3. Choose a Chart Style: Bar, Line, or Pie.
4. Choose a numeric Value Field.
5. Choose a Label Field.

If the label field is a date field, choose a Date Unit: Year, Quarter, Month, Week, or Day.

For Pie charts, you can also choose whether the legend shows Totals or Percentages, and how the legend is sorted.

Chart widgets group records by label and total the value field for each label. Up to 16 chart points are shown.

List Widgets

A List widget shows records from a form or saved search.

To configure a List widget:

1. Choose a Form.
2. Optionally choose a Search.
3. Choose a Display style: List or Table.
4. Choose which Fields appear.
5. Set the List limit from 1 to 100 records.
6. Optionally choose a Photo Field for list-style rows.

In List display, records appear as compact rows. In Table display, records appear in columns. Table widgets can show up to 10 fields.

Click a record in the widget to open it.

Script Widgets

A Script widget runs a selected Tap Forms script and displays the script output.

To configure a Script widget:

1. Choose a Form.
2. Choose a Script.
3. Choose how to pass Parameters, if needed: – None – Text – JSON – URL Query
4. Optionally enter fallback output text.

The script runs automatically when the widget loads or when its script, form, or parameters change. The widget displays returned text, dates, attributed text, or other script results as readable output.

Deleting Widgets

Select a widget, then click its delete button. Confirm the deletion when prompted.

Deleting a widget removes it from the Dashboard only. It does not delete the form, records, searches, fields, or scripts used by the widget.

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