---
title: "Skill Matrix"
slug: "skill-matrix"
updated: 2026-04-23T13:41:24Z
published: 2026-04-23T13:41:24Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.tulip.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Skill Matrix

To download, visit: [Library](https://library.tulip.co/apps/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.

![Screenshot 2025-08-08 at 17.32.49.png](https://cdn.document360.io/7c6ff534-cad3-4fc8-9583-912c4016362f/Images/Documentation/Screenshot%202025-08-08%20at%2017.32.49.png)

### 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.

Caution

Never share your API token publicly.

---

### 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.

Tip

There are no enforced default names for these fields; you must decide which of your fields will be treated as user/skill/level when configuring the widget.

---

## 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.

| Filter | Description |
| --- | --- |
| **Title** | By default, the **Title** filter typically refers to your group, skill name, or task category field.. |
| **Visible** | Controls visibility of a record. Default is `true`. |

Note

Filters are optional and should reflect your use case.

You can configure filters for several fields and easily turn off any you don’t need after setup. Only active filters will affect your data.

---

### 2.2 Advanced Configuration

#### API Query Filters

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

Note

When you apply multiple filter conditions, they are combined using a logical **AND**. This means **all conditions must be true** for a record to be returned.

**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

Tip

Use pre-filters to personalize views for operators or supervisors.

## 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

| Issue | Likely Cause | Suggested Fix |
| --- | --- | --- |
| Matrix doesn't load | Invalid API token or URL | Double-check token/URL |
| Data not appearing | Filters too restrictive | Remove or loosen filters |
| "Undefined" fields | Wrong Field ID used | Check table field IDs |
| Cells not clickable | Trigger not configured | Set up trigger in widget |

## Further Reading:

[List Records of A Tulip Table](https://support.tulip.co/apidocs/list-records-of-a-tulip-table) [How To Setup A Tulip API](https://support.tulip.co/docs/set-up-a-tulip-api)