Create Data Object Widget
The Create Data Object widget places a quick-access tile on the dashboard for creating new data objects. Clicking the widget opens a form where data can be entered and saved.
This provides a shortcut for frequently created records without navigating to the Data Lake first.
Typical Use Cases
| Use Case | Description |
|---|---|
| New contact | Sales creates a new customer contact directly from the dashboard. |
| Capture order | Procurement creates a new order with all line items. |
| Log complaint | Customer service creates a new complaint record. |
| Maintenance log | Technicians start a new maintenance protocol for completed work. |
| Create project | Project management creates a new project with master data. |
| Mileage entry | Employees create a new mileage log entry. |
Features
- Quick access: A single click opens the input form for the selected data schema.
- Custom icon: The widget can be given a custom icon for visual identification.
- Form: The displayed form matches the attributes of the data schema – the same as when creating via the Data Lake.
Configuration
The following settings are configured in the properties panel:
- Data Schema: For which data schema should a new data object be created?
- Icon (optional): Which icon should be shown on the tile?
Example
A procurement team's dashboard has a "New Order" widget. A team member clicks it, fills out the order form, and creates the record directly – without any detours.
Tips
- Multiple widgets: Tiles for different data schemas can be placed on the dashboard – e.g., "New Contact", "New Order", "New Complaint".
- Combine with table: A Create Data Object widget next to a table widget showing existing records of the same schema creates a complete workflow.