You can add plain text to your dashboard using a text widget. Similar to images, text widgets can be managed and linked to controls.
How to add a text widget
Open a dashboard in EDIT mode.
Click on the ‘Create a text’ icon
in the toolbar.After the empty text box appears, double-click inside the area to add your text.
Text editor tools will appear above the dashboard for formatting and customization.
Text Bundles
A single text box can display different text options - text states - based on the options selected in the control. You can manually create states for a text bundle or upload them from the Excel file.
Create a text bundle manually
Select the text widget and go to the left menu pane → Text Bundle.
Enter a new text state title in the search line and press Enter. State titles must match the control option labels/aliases.
The actual text for a state can differ from the state title, e.g. be longer and more detailed to convey complex information. Select the newly created state and edit the text inside the text box.
Repeat the steps for each new state you want to add.
A Default State option is displayed when nothing else is selected or no text state corresponding to the controls is found.
Upload text bundles from Excel files
Since creating a widget can be labor-intensive, especially when adding multiple text states, we recommend uploading an Excel file with pre-prepared states for efficiency.
To avoid errors during the upload process, we recommend using a ready-made template, which should be downloaded beforehand.
Download the Excel template using the download icon in the text bundle settings
Fill in the Excel template. It contains 4 columns - state, text, tag, and url. Only the first two columns with state title and text are mandatory, the others are optional. For further interaction with the control, it is essential that either the state or tag column completely matches the option labels on the control.
Upload the created file using the text bundle settings. The list of states automatically appears after uploading.
Link the text widget to the control
If you don't have any controls yet, create one before continuing.
The basic principle of linking a text bundle with a control is achieved through state/tag matching to a control option.
In our example, the column ‘state’ contains the same labels as control options - cats, dogs, etc. After creating a control with the necessary options, assign it to a text widget by selecting one of the two linking variants - required or optional. If you select 'required', the text state will only be displayed when the corresponding control option is selected. With the 'optional' setting, the control selection is not mandatory for the text state to appear. This can be useful when managing multiple controls. If there is only one control, it is recommended to choose 'required'.
Switch to VIEW mode and check how it's working.
