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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Widget association form

Use these form fields to associate a widget with project table and view it on financials.

FieldDescription
Association IDRecord to associate to the widget. Use the lookup icon to identify and select tables.To access the relevant records, select Table [sys_db_objects] from the Table name list and Investment from the Document list.
Association tableTable to associate to the widget.You must select Table \[sys\_db\_objects\] from the list.
WidgetUnique name of the widget.
OrderPosition of the widget in relation to other widgets in the Financials tab of the Project Workspace. Widgets appear in numeric order with the smallest number listed first.
Display on cardOption to display the widget in the Financials tab.
Include by defaultOption to show the widget by default in the Financials tab.

Parent Topic:Form field information for Strategic Planning