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Embedded components are UI blocks that show and edit your data directly inside Pages and Views. Each one is configurable, so you can build a dashboard that matches how your team actually works.

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Key Characteristics

  • Context-Aware: Embedded components automatically inherit context from the page or view they are placed in.
  • Interactive: Many components allow for direct data entry, filtering, and navigation.
  • Consistent: They share the same design system and data model, so they behave the same wherever you put them.

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Common Embedded Components

Custral provides several foundational embedded components out of the box:

Data Tables

Sortable, filterable tables for viewing and managing sets of records.

Property Lists

Clean, structured displays of fields and properties for a single record or object.

Charts & Graphs

Visual representations of metrics and trends, powered by Custral BI.

Activity Feeds

Chronological lists of events and updates related to a specific record or team.

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Usage

Embedded components are typically used when building:
  1. Custom Dashboards: Combining tables and charts to provide a high-level view of business performance.
  2. Record Details Pages: Using property lists and activity feeds to give teams a deep dive into a specific customer or deal.
  3. Internal Tools: Building specialized interfaces for specific workflows, such as an onboarding checklist or a support queue.

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Configuration

Each embedded component has its own settings. Common ones include:
  • Data source: Which object the component pulls data from.
  • Fields/columns: Which properties to display.
  • Filters: The default filters applied to the data.
  • Sort order: How the data is ordered by default.
Explore the specific documentation for Tables and Property Lists for how to configure them.