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📄Record Viewer Widget

The Record Viewer widget is a flexible, detail-focused panel used to view, edit, and manage individual records across the system.
It works hand-in-hand with list and table widgets—when you select a record, the Record Viewer shows everything related to that item in one place.

This widget adapts automatically based on the type of record selected (Projects, Clients, Employees, Vendors, Resources, and more).

What the Record Viewer Is Used For​

Use the Record Viewer to:

  • View full details for a selected record
  • Edit record information safely
  • Switch between logical sections (tabs) like Profile, Overview, Team, or Compliance
  • Manage related data (team members, roles, addresses, contacts, etc.)
  • Save changes without leaving the page

It is designed to feel like a form-based control panel, not a spreadsheet.

How the Record Viewer Works​

  1. Select a record from a table or list
  2. The Record Viewer opens automatically
  3. Information is organized into tabs
  4. Make changes directly in the fields
  5. Click Save to apply updates

If no record is selected, the widget will prompt you to choose one.

Tabs & Sections​

Each record type has its own set of tabs.
Tabs only appear when they are relevant.

Common Tabs You May See​

  • Overview / Profile
    Core identifying information (name, status, contact info)

  • Location
    Address or city information tied to the record

  • Team
    Assigned people, roles, or resources

  • Addresses
    Billing, mailing, remit-to, or ship-to addresses

  • Compliance
    W-9s, insurance status, certifications, or required documentation

  • Internal / Compensation
    Internal-only information such as pay rates, employment details, or notes

Not all tabs appear for every record.

Record Types Supported​

The Record Viewer automatically adjusts for different data types, including:

Projects​

  • Project number and name
  • Status and rate tables
  • Client assignment
  • Location and city
  • Project team and roles

Clients​

  • Contact information
  • Billing address
  • Status and assigned point of contact
  • QuickBooks reference data (read-only)

Employees​

  • Personal details
  • Employment information
  • Compensation
  • Emergency contacts
  • Performance notes

Vendors​

  • Legal and DBA names
  • Vendor type
  • Compliance tracking (W-9, insurance)
  • Addresses and notes

Resources​

  • People, crews, or equipment
  • Active/inactive status
  • Crew membership and assigned equipment

Editing Records​

  • Fields update as you type
  • Dropdowns and search fields help reduce errors
  • Some fields auto-format (phone numbers, dates)
  • Address fields support autocomplete

Changes are not saved automatically.

Saving Changes​

When you are done editing:

  1. Click Save
  2. The system validates and updates the record
  3. Other widgets refresh automatically

If saving fails, you’ll see a clear message explaining why.

Smart Behavior​

The Record Viewer includes several helpful behaviors:

  • Tabs hide when no data is available
  • Fields stay editable even while data reloads
  • Related lists update instantly after changes
  • Read-only fields are clearly displayed as such

When to Use This Widget​

The Record Viewer is ideal when you need to:

  • Review detailed information
  • Edit records without opening a new page
  • Manage related data in context
  • Reduce navigation and page switching

It pairs best with table, tree, map, and calendar widgets.

Tips for Best Use​

  • Always select a record before editing
  • Use tabs to avoid scrolling
  • Save often when making large changes
  • Combine with filters and search in list widgets for faster access

Summary​

The Record Viewer widget is your system’s primary tool for deep record interaction.
It keeps data organized, editable, and context-aware—without overwhelming the user.

If you can click it, you can manage it.