Adding New Columns and Filters to Dashboard Pages

How Do I Add New Columns and Filters to a Dashboard Module? 

Before going any further, let us take a look at a couple of modules that we will use to create these filters and columns. The first one is the CRM Module, which is used primarily for any contacts that live on your SiteStacker Installation. You can use filters to narrow down by name, record types, if they have certain information or not, and more! There are so many different filters that you can narrow down with and those same items can be used for the display columns as well!

The second module (the demo module in this article) is the Workflow Data Module. This module pulls data from Motion 2 Workflows and will display information based on the filters and columns that you set up.

How to Add / Remove Filters:

  1. Make sure that you are logged into your SiteStacker Installation and in the Site Planner Component.
  2. Search for 'Workflow Data' in the Content Explorer side and you should see it show up - click it to search for where this module is living.
  3. Bonus Step: If this module does not exist in your SiteStacker Installation, then you can add it to follow along. See the screenshot below for an understanding of how this should be set up Workflow Data Module Setup
  4. Right-Click and choose 'Edit' and scroll down to the bottom of the module window so that you can see the 'Configure Filters' and 'Configure Columns' sections of the module window (see below).Workflow Data Module
  5. To add a new filter to the module, click on the 'Add' button.
  6. Choose the Data Field that you would like this filter to be assigned to in the data field, along with the type of filter it will render as (text, boolean, selection, etc.) and label it. The label is what that filter's name will show up as in the Dashboard. Note: If you leave the Data Field empty, then you can use even more filters related to other components within SiteStacker.
  7. Once you have filled out the necessary information, click the 'Save' button so that you can configure the filter even further.
  8. After configuring the filter the way you would like the data to be pulled, then click 'Save & Close' to save your configuration.
  9. You should now see your new filter in the 'Configure Filters' section of the module window!

Note: If you wanted to delete a Filter, then you would choose the filter to be deleted and select the 'Delete' button.

Workflow Data - New Filter

How to Add / Remove Columns:

  1. To add a new column to the module, while still on the Workflow Data Module, click the 'Add' button.
  2. Choose the Data Field that you would like this column to pull data from, label it, and choose whether you want it to be sortable along with other cool options! Remember that the label is what that column's name will show up as in the Dashboard.
  3. Once you have fully configured the new column with the necessary information, click the 'Save & Close' button to save it.
  4. You should now see your new filter in the 'Configure Columns' section of the module window!

Workflow Data - New Column
Note: If you wanted to delete a Column, then you would choose the column to be deleted and select the 'Delete' button. Also, keep in mind that the columns have only so much space that they can take up so anything that goes beyond the length of the module screen, then they will be put underneath the row and you would need to click the arrow to display any "hidden" information.

How would this look on my Dashboard?

To preview what this will look like, you will first need to make sure that your Module is published onto the Dashboard page of your choosing. Make sure that you have placed this inside of a wrapper so that it will render properly when you do preview it on the page. Once you have set it up, go ahead and Preview your page by right-clicking on the page and selecting 'Preview'. You can see now, after clicking on the 'Show Filters' button in the top right corner of the screen, how this module will look when viewing somebody's CRM Profile > Application Forms (in this case)!

Workflow Data - Dashboard Grids and Columns
Related Items


Opportunities are Dynamic Content in the Site Planner Component . Motion...


A Project is Dynamic Content in the form of a campaign in the Site Planner...

Wrapper View Class

Wrapper view classes are publishing options for wrappers in the Site Planner...

Dynamic Content

Dynamic content changes and is updated often based on data and user preferences. Missionaries,...

Static Content

Static content doesn’t change and isn’t updated often. Images, text, buttons, etc....


A wrapper is a container used for styling your web pages.  Almost all content goes inside...


Tags is a component on the Site Stacker Admin Portal .  The tags found in this...

Site Planner

Site Planner is a component on the Site Stacker admin portal .  Site...

Site Plan

Site Plan is the right half of Site Planner’s main page.  It is the area where...

Site Channel

A site channel is a subcategory of your Site .  Site channels direct and organize...


A report is a feature in Site Stacker that outputs database information.  There are a...


Redirector is a special web page on a site’s dashboard .  The...

Content Explorer

Content Explorer is the left half of Site Planner’s main page.  It is the area...

Content View Class

Content view classes are publishing options for static and dynamic content in the...


The dashboard is a special site channel on a site, usually separate from...


A hero is a static banner image at the top of a website. This banner extends full width...


A campaign is the overarching term for items on your site that can accept donations on behalf...

Adding a Minimum and Maximum Amount to a New Donation (Campaign)

How to Publish a Pop-up Message

Managing Default Content

Open Graph Tags

Building a Custom Fundraiser Page

Mailchimp: What cases can cause records not to sync in Mailchimp

Unknown Giving Module: How it works

Download Report Module

World Map Module

How to Choose Light and Dark Mode for the Dashboard Menu

Choosing the light mode and dark mode view class for the dashboard sidebar menu.

Text-To-Give Option for Site Stacker

Setting up Google reCaptcha Failure Settings

Configuring Modules

Child Gifts - How it Works!

Letter Writing Process (How to Configure)

Letter Writing Process (How it Works)

Setting Up Google ReCaptcha on the Registration module

Adding Static Content (Text, Images, and More) to a Web Page

Adding Campaigns

How to Preview Page Changes

How to Style Your Published Content

What are Positions, Views, and View Classes?

Adding the Google Analytics to your site

Using Anchor Tags for Linking to Page Sections

Creating a Photo Gallery (For SS Base Template Users)

Adding A Default Value In A Folder In Content Explorer

Setting The Facebook Share for Articles/Blogs

How To Redirect a URL

Configuring the SiteStacker Search Module

Adding Variables for Repeatable Entities or Repeatable Field Sets

Setting up Google reCAPTCHA Keys (UPDATED)

Setting Up the Google Search Module

Uploading & Linking to a PDF

Structuring Your Site with Wrappers

Creating Saved Views on your Dashboard

Using Visibility Conditions

Adding Dynamic Content (Missionaries, Projects, Blogs, and More) to Your Site

Managing Global Content

How to apply one type of content, such as headers, footers, menus, and other desired sections, to...

Implementing SEO on Your Website

Adding or Editing a Missions Opportunity in Site Planner

How it Works - Content Publishing Overview

Content Tagging

Difference between Summary and Body text

Giving your Article a Title and a Name

How to Create Pages in Site Planner

Site Planner Overview

Understanding Aliases and URLs in Site Planner

Overview of Menus

Publishing a Content Item

Publishing an Article to a Page in a Summary View

Weighted Related Content Module

Or filter by: