5. Data Card

Display any object records in grid view in the Data Card. It will display the object records details in the Data Card instead of the list view to the portal users in the customer portal.

 

Drag and drop the ‘Data Card’ widget to the page builder section and configure the following details:

 

Widget Settings

 

Data Card Title: Insert a relevant title to display in the customer portal.

 

Select Card View: Select the object from the dropdown list to display in the customer portal.

 

Header Text: Select the object’s CRM Field from the dropdown list to display as header text on the record’s card in the customer portal.

 

Sub Header Text: Select the object’s CRM Field from the dropdown list to display as Sub header text on the record’s card in the customer portal.

 

Supporting Text: Select the object’s CRM Field from the dropdown list to display the supporting text on the record’s card in the customer portal.

 

Tags: Select the object’s CRM Field from the dropdown list to display as Tag of the record’s card in the customer portal. e., Tags could be Priority, Status, Reason fields of the object.

 

Create Action Settings

 

Create Button Text: Insert a text to display for the button label for the create page.

 

Redirect To: Select the page to navigate to create a new object record.

 

Edit Action Settings

 

Redirect To: Select the page to navigate to edit an existing data card record.

 

Detail Action Settings

 

Redirect To: Select the page to navigate to the details of the selected data card record.

 

Records per page: Insert the number of object records (data cards) you want to display per page. You can decide how many data cards to be displayed at a time.

 

After configuring the Data Card widget, you need to Publish the page to apply the changes to the selected page. As you have configured the Widget Settings, the portal users will get the object records as Data Cards in grid view from the customer portal.

 

Static Widgets in Card Design

 

You can also display the widgets – Image, Text, and Video as Data Card design in the customer portal.

 

Once you drag and drop to the page layout while creating a specific page, it will automatically set as card style.

Post a Comment