Record Table Widget

About the Record Table Widget

The record table widget displays data from survey responses. This widget can be used to quickly compare how individuals responded to different parts of the survey, including responses to text entry and other comments which are not as easy to display in other widgets.

Feature Availability

Record table widgets are only available in the following types of dashboards:

• CX Dashboards
• Results Dashboards
• 360 Dashboards
• BX Dashboards
• Employee Engagement
• Lifecycle
• Ad Hoc Employee Research
• Employee Journey Analytics
  Qtip: Record table widgets are only available within action planning pages in EX Dashboards.

Field Type Compatibility

The record table widget is compatible with the following field types:

• Numeric Value
• Number Set
• Date
• Text Value
• Text Set
• Multi-Answer Text Set
• Open Text
• Drill Down

Only fields with the above type will be available when selecting the columns for the record grid.

Widget Customization

For basic widget instructions and customization, visit the Building Widgets support page. Continue reading for record grid-specific customization.

COLUMNS

Add columns to your record grid widget to start displaying data. You can add as many columns as you want.

Column Format Types

When you click on a column, you can change its format. This lets you customize fields containing URLs and date fields.

1. Default (text): The default setting for all fields. Does not come with customization except the ability to change the label, which you can also edit for duration and URL links.
2. Duration: Once this setting is enabled, you can choose to display your duration as either hours and minutes, or seconds.
   
   Qtip: Surveys automatically record duration, i.e., how long it took a respondent to finish a survey. You can also record duration from Website Feedback interactions.
3. URL Link: Useful if you have a field with a URL inside it, and you’d like to replace that with clickable text. Just select URL link under Format and then Custom text link under Link format. The same custom text will be applied to every URL in the widget.
   
   Qtip: The custom display text will only successfully override the URL if the URL contains http:// or https://.
   Qtip: The URL doesn’t have to be the only information in the response. For example, the response could contain feedback in addition to the link.
   Qtip: The character limit for custom display text is 25.

Formatting Dates

When you’ve added a date field to your widget, you can change the date format (e.g., day-month-year vs. month-day-year). You can also include a timestamp.

FILTERS

You can add a filter to your widget for a more granular look at the data in your chart. Click Add and then decide which metrics to include or exclude.

• Exclusively is: Limits filter to responses that have all of the selected field options. Without this enabled, the filter will limit responses to those that have any of the fields listed.
• Lock filter: Prevents dashboard users from modifying this filter.

DISPLAY OPTIONS

By selecting Display in the configuration panel, you can Enable Full Record View and customize the pagination.

• Rows: Allows you to enable full record view. See Enabling Full Record View for more information.
• Pagination: Select the number of rows to display per page. By default, 10 responses will display. You can display up to 100 rows per page.

Enabling Full Record View

Enabling this option allows someone to view a detailed record of the response when clicking on a row in the record table. From this menu they can also view related tickets, action those tickets, and email the client directly. This integration prevents dashboard users from having to navigate between their tickets and the dashboard.

To enable this feature, navigate to the display settings and select Enable full record view.

After this setting is enabled, click anywhere on a row of the widget to expand that row’s response record.

1. Open any response record and then click Edit in the upper-right.
   
   Qtip: Your widget must be in edit mode to be able to edit a response record.
2. Click 1 Column to add a long, horizontal section, or click 2 Columns to add 2 sections side by side. You can add whatever combination of these sections you want.
3. Name the section.
4. Click Add Field to add a field to the section of data.
   Qtip: The fields available in records are pulled from the Dashboard Data. When selecting fields, you will see every field mapped in your dashboard, not just a list of specific survey fields. If you want to report on a particular field, make sure it is mapped to the dashboard.
5. Hover over a field. You can click the icon to the left to move the field, or the minus sign ( – ) to remove it.
6. Click Delete to remove an entire section.
7. Click Save to save your changes.

TICKETS TAB

In the Tickets tab, dashboard users can perform all the same functions they do on the tickets page. The only difference is that this tab is filtered to only show tickets assigned to the user that were generated by this survey response.

Functions Include:

• Expanding and Collapsing Tickets
• Changing the Ticket Status
• Assigning Tickets to Users or Teams
• Assigning Priority
• Root Cause
• Ticket Summaries
• Ticket Data
• Activity
• Deleting Tickets (Brand Admins only)

EMAIL TAB

In the emails tab, you can perform the same email functions you normally would on the ticket.

See Follow Up Emails on the ticket support page for more information.

Viewing Uploaded Files in Results Dashboards

If you have a survey with a file upload question, your automatically generated results dashboard will contain a record table widget. This widget displays information about the uploaded files, and allows you to view and download the files.

Images are visible directly within the widget, and can be opened in a new browser tab by clicking on the image. Other uploaded files (documents, spreadsheets, etc.) can be downloaded to your computer by clicking the Download file link.