
Use the editor layout to manage the structure on the left and verify the final result on the right.

## Work in the main editing area

When the editor opens, start in the left panel.

Use this area to:

- enter the data-source title
- write a description
- add fields
- open **More settings**
- reorder the structure

## Review the preview

Use the preview area on the right to see how the data source will appear when users open it.

The preview starts updating as soon as you add a title, description, or field. If the editor is still empty, the preview shows a short message until there is something to display.

The preview helps you check:

- the order of sections and fields
- labels and helper text
- whether the form feels clear before you save

On smaller screens:

1. Click **Show Preview**.
2. Review the layout.
3. Click **Close Preview** to return to editing.

## Save or discard changes

Use **Save** when the data source is ready.

If you make changes and decide not to keep them, click **Discard changes** to restore the last saved version. If you close the editor with unsaved changes, Zira asks you to confirm before leaving.

## What happens during editing

AI drafts and manual edits stay in the editor until you save. Review the preview, adjust the fields, and save when the structure is ready.



Learn how to work in the data-source editor, move between the editing area and preview, and save or discard changes.

Layout and Preview


Use **Embedded** and **Custom** when you want more flexibility than the standard widget list gives you.

These options help when you either want to reuse something that already exists or create a local version that belongs only to the current dashboard.

## Navigation

Open a dashboard, enter edit mode if needed, then choose **Add widget**.

Use these options when the standard widget types do not match exactly what you need.

## Choose a widget source

These are setup choices inside the dashboard builder:

- **Embedded** brings in an existing view
- **Custom** creates a dashboard-local version that you configure inside the current dashboard

## Embedded

Use **Embedded** when you want to bring an existing widget or dashboard-based view into the current dashboard.

This is helpful when:

- you already have a working widget elsewhere
- you want to reuse an established view instead of rebuilding it
- you want to connect dashboards without duplicating the original logic

## Custom

Use **Custom** when you want a dashboard-local data research widget that behaves like a tailored chart or table.

The custom flow can support local widget types such as:

- **KPI**
- **Grouped KPI**
- **KPI Table**
- **Column**
- **Bar**
- **Pie**
- **Time series**
- **Data Table**

## When to choose which one

Choose **Embedded** when the source already exists and you want to reuse it.

Choose **Custom** when the dashboard needs its own local version and you want to configure it inside the current dashboard flow.

## Tips

- Use **Embedded** to save time when a good source already exists.
- Use **Custom** when the dashboard needs its own tailored version.



Use Embedded and Custom widgets when you want to reuse an existing widget or build a local dashboard-specific version of a data research view.

Embedded and Custom Widgets


Use **Data Table** when people need row-level values instead of a chart summary.

This widget is useful when the dashboard should support detailed review, not only high-level numbers.

## Navigation

Open a dashboard, enter edit mode if needed, then choose **Add widget**.

Use **Data Table** when the dashboard should show detailed rows from a form or data source.

## When to use it

The Data Table widget appears as a table on the dashboard.

It can focus on selected columns and filters so the table stays useful and readable.

## Add the widget

1. Open a dashboard.
2. Click **Add widget**.
3. Choose **Data Table**.

## Choose the data source

1. Select the form or data source.
2. Choose which columns should be visible.
3. Add filters if needed.

Depending on the setup flow, you may also choose:

- the widget name
- whether the table should open in a more edit-friendly mode

## When to use Data Table

Use **Data Table** when:

- people need to inspect individual rows
- the dashboard should support detailed review instead of only summary views
- field-level visibility matters

## Tips

- Keep the visible columns focused.
- Use filters so the table does not become too large to scan.
- Pair the table with a KPI or chart when people need both summary and detail.



Use the Data Table widget to show form or reading rows with selected columns, filters, and optional edit-friendly behavior.

Data Table

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