5. Data Card

Display any entity records in grid view in the Data Card. It will display the entity 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 entity from the dropdown list to display in the customer portal.

 

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

 

 

You can display the image field in the Data Card widget. You will find the “Thumbnail” drop-down option to enable the image display in the data card of the entity records.

 

Thumbnail: Select the Image field from the drop-down selection. From the drop-down, you can only select the Image type field.

 

 

Note: To get the Image field selection here, you must have added it in the list builder of the selected entity list. Only then, you can select the Image field otherwise the Thumbnail option will be disabled.

 

If the list has the image field, It will display the round-shaped area in the data card of the entity.

 

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

 

Create Action Settings

 

Create Button Text: Insert a text to display for the button label to perform to create a new record action.

 

Redirect To: Select the page form to navigate to create a new entity 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 how many entity 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 entity 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.