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Widget Groups — Shared Filters Across Widgets
How to bind multiple widgets to a shared data source, filter, and sort using the two-step Widget Groups wizard.

Widget Groups — Shared Filters Across Widgets

Widget Groups let you bind multiple widgets together so they share a single data source, filter, and sort. Changes to the group's filter ripple through every widget in it — perfect for region-pickers, time-window selectors, or any other "one filter, many widgets" pattern.

Opening the Widget Groups Panel

In the Page Designer, toggle from Widget to Groups in the left rail header. The Groups panel shows "Existing groups on this page" (empty until you create one), plus a coral Create a New Group button at the bottom.

The Widget Groups rail before any group is created.

Figure 9.1 — Widget Groups rail, empty state.

Step 1 of 2 — Customization, Tables, Widgets

Click Create a New Group. A modal opens with three columns:

Customization

  • Group Name (required)
  • Border Color — hex picker for the group outline (default #ffff1a)
  • Icon — pick an icon to brand the group (Box, Star, etc.)

Step 1/2 with the Customization panel open and Tables column.

Figure 9.2a — Step 1/2 with Customization and Tables.

Tables

Radio list of source tables (e.g., Account, Opportunity). Picking a table populates the Widgets column.

Step 1/2 with Account chosen and the Widgets column populated.

Figure 9.2b — Account chosen.

Widgets

Tick at least two widgets to include in the group.

Box icon chosen and Data Grid / Pie Chart / Donut Chart checked.

Figure 9.2c — Box icon and three widgets selected.

Click Next to proceed.

Step 2 of 2 — Apply from View, Filter, Sort

  • Apply from View — pick a saved view (e.g., Use Widget Defaults, My Active Accounts, Active Accounts, Accounts I Follow, All Accounts). The view's filter and sort become the group's starting point.
  • Filter — combine criteria with AND/OR. Use + Add to add another condition (e.g., Address 1: Country/Region Equals UK).
  • Sort — pick a column to sort the group's data by, ascending or descending.

Step 2/2 with the Apply from View list, Filter, and Sort controls.

Figure 9.3a — Step 2/2 Apply from View, Filter, Sort.

Click Create. Every widget in the group rebinds to the shared source, filter, and sort, and a confirmation toast appears.

The new Account Charts Group rendered on the canvas with the Widget Group Created toast.

Figure 9.3b — Group created.

Editing a Widget Group

Click a group in the Groups rail to reopen the two-step editor as Edit Group. Step 2 retains your filters — adjust them in place to live-update every widget in the group.

Editing a group's filter to restrict it to UK records only.

Figure 9.4 — Editing a group's filter.