Skill Matrix

What is the Skill Matrix Widget?

The Skill Matrix widget allows you to visualize, filter, and manage user skills and task competency levels in a matrix-style table.

You can use this widget to:

• Track operator skills and identify gaps
• View skills by user, group, task, or level
• Filter skill data dynamically
• Interact with matrix cells to view detailed records or trigger actions

This guide explains how to set up and use the Skill Matrix widget in Tulip.

Prerequisites

Before you begin, make sure you have:

• Access to your Tulip account
• Permission to view API tokens and manage tables
• Your Tulip Account URL and Workspace ID

1. Configure Mandatory Parameters

1.1 Get Your API Token

1. Click your user icon in the top-right of Tulip.
2. Go to Account Settings.
3. Click API Tokens in the left-hand menu.
4. Click Create API Token.
5. Name your token (e.g., SkillMatrixWidget).
6. Assign the following scopes:
   • table-queries:read
   • tables:read
   • tables:write
   • users:read
7. Click Create.
8. Copy the Auth Header but remove the word Basic and the space after it.
9. When configuring the widget:
   If prompted to select between Variable and Static value for the API token, choose Static value and paste your token (without Basic) directly into the field.

1.2 Find Your Tulip Account URL

Your account URL usually looks like this:
your-account.tulip.co

1.3 Locate Your Task Table ID

1. Go to the Tables section in Tulip.
2. Click on the relevant Task Table.
3. Copy the Table UID from the details section.

1.4 Identify Field IDs

Locate the field IDs for:

• The user (e.g., name or user ID)
• The skill/task name
• The skill level

To find a field’s ID:

1. Open the table.
2. Click the column header.
3. View the Field ID in the properties panel.

2. Configure Optional Parameters

You can further customize the widget using the following optional parameters:

• Group field ID: Organizes data by team, department, etc.
• Designed status: Filters by status (e.g., Active, Completed).
• Level colors: Assign custom colors to different skill levels.

2.1 Filters

You can add optional filters to customize which data appears in the matrix.

2.2 Advanced Configuration

API Query Filters

You can control what records are shown using custom API filter queries.

Example queries:

{"field":"-fieldID1-", "arg":"-value-", "functionType":"greaterThanOrEqual"},
{"field":"-fieldID2-", "arg":"-value-", "functionType":"lessThanOrEqual"}

API Limit: Restrict the number of rows loaded.

2.3. Set your Workspace ID

• You can find your Workspace ID in the Tulip URL after /w/.
  For example:
  https://your-account.tulip.co/w/DEFAULT → Workspace ID is DEFAULT
• For the default workspace, use DEFAULT or leave the field blank.

3. Use the Skill Matrix Widget

3.1. View skill data

Once configured, the widget displays a matrix of:

• Users
• Tasks or skills
• Corresponding skill levels

Use the built-in dropdown filters (Groups, Skills, Levels) to narrow your view.

3.2. Reload and filter

• Click Clear Filters to remove all filter selections.
• Click Reload to update the data.

3.3. Pre-filter

Pre-filters dynamically filter data based on:

• The currently logged-in user
• Selected team or department
• Date range or shift

4. Add Triggers for Interactive Actions

You can configure the widget to trigger actions when a user clicks on a cell.

1. Open the Triggers panel.
2. Set an action for the Record ID when a cell is clicked.
3. Enable Load Record to show more details about the user or skill.

Tips

• Double-check your Table and Field IDs to avoid typos.
• Use filters to tailor dashboards for different roles.
• Test with mock data before launching to production.

Troubleshooting

Further Reading:

List Records of A Tulip Table
How To Setup A Tulip API