Data Source Items Widget

Set how display conditions are evaluated:

Select the data source to display records from.

The data source must have access to the solution to display in this dropdown.

Select the data source entity to display records from. Available entities depend on the data source. For example, entities for a Google Drive folder would usually include Folder and File.

Select a field to sort the items by as a default.

When you select a field to sort by, additional options display for the Sort Order and Sort order method.

Set the display height for each item row.

Select whether to display the column filter option.

Select whether to display the advanced filter mode, which allows users to enter complex filter conditions across columns in a single input.

The advanced filter can display fields that are included but deselected in the Table Fields section.

Select whether to allow users to export filtered items in CSV format.

Select whether to allow users to schedule recurring CSV exports from the Data Source Items widget. This feature enables request data to flow into a configured storage provider or data lake on a set cadence.

When Allow scheduled exports is enabled, the Scheduled exports configuration section displays.

Select whether to allow users to use pivot mode in the widget dropdown menu.

Select whether to enable users to create dynamic charts using item table data.

Enter how often the export runs: Daily or Weekly.

Enter the time the export runs in 24-hour format (HH:MM). For example, enter 14:30 for 2:30 PM. This setting applies to both daily and weekly cadences.

Enter the day of the week the export runs, such as Monday. This setting applies only when Cadence is set to Weekly.

Enter the timezone for the scheduled time. The default is UTC.

Select the storage provider to receive the file: Amazon S3, Google Drive, or SharePoint.

Enter the ID of the folder where the file is saved. If you leave this field blank, Amazon S3 exports are saved to the root directory.

Enter a name for the exported file, such as data-source-items-export.csv. If you don't include a file extension, Tonkean adds .csv automatically.

Tonkean runs scheduled exports on a background service that checks for due exports every 10 minutes. As a result, a file typically arrives in your destination 10–20 minutes after the scheduled time.

Each export contains a full snapshot of the widget's records. Exports larger than 5,000 rows are split into multiple files of up to 5,000 rows each. For example, a 10,000-row export produces two files.

To export only new records, such as a daily incremental snapshot, add a created-date filter (for example, the past day) to the data source before the export runs.

Select the type of data to display in the drill-down interface:

Define the available interfaces by selecting a module contract. All interfaces from modules using this contract will be available.

Select whether the module selection method is Static (as defined here) or is Dynamically evaluated.

If this option is set to Dynamically evaluated, an additional Module definition field displays. Use this field to define...

When no contract is set, you can define the source of the drill-down interface by selecting the module directly. This option only displays when Module selection method is set to Static.

Select the data source field that contains the initiative ID. This field displays when Data Type is Tonkean Item, and the widget's data source and entity are configured.

Select whether to enable users to view the data source record in a drill-down interface.

Interface

Select the interface to drill down into for the selected data source record. Available options are based on the selected module, contract, and so on, configured above.

Add actions users can initiate in-line on the inner item by selecting the options button, .

Select whether to enable saved views from the item table at the top of the widget. If enabled, saved views display as buttons at the top of the widget, enabling users to more easily switch between views.

Select the module fields to display in the widget when items (or inner items) display as a table.

For each field, you can define the display format. This option ensures the best possible display for a wide variety of data source record types.

To define the field display format, select the options button, , and select Edit Display Format. The Field Format window displays.

Select the Display type and Text format to best suit the data source record field type. Based on your selection, additional configuration options display to fine-tune the display format for the field value. When finished, select Save.

You can also set conditional formatting for the field. Enable Field conditional formatting, then select + Add rule. For each rule, define the condition and set the text color and background color. The preview shows the resulting style. Repeat for additional rules. When finished, select Save.

Include additional fields from a separate source using JSON. This option is designed to include fields from Preference tables or formula fields in JSON format. Select the insert field button, , to add formula fields or values from your solution preferences.

Style an entire row when a condition is met. Row style rules are separate from the formatting set on an individual field.

Enable Row style rules by turning on Enable advanced filters in Options.

Turn on Row conditional formatting, then select + Add rule. For each rule, define the condition and set the text color and background color.

Additional row style rules (JSON)

Add more row style rules from a JSON array. Each object uses condition, style, and overrideCellStyle. Select the insert field button, , to supply the JSON from a formula or a solution preference.