Display any module records in grid view in the Data Card. It will display the module 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: [1]
Widget Settings
Data Card Title: Insert a relevant title to display in the customer portal.
Select Card View: Select the module from the dropdown list to display in the customer portal. [2][3]
Select Datacard Styling: Select the styles of the data card you want to display on the portal.
Image Configuration: Select the Entity field that you want to display for an image. Here those fields will be available which you have enabled as “Show as Image” in the List form(List Builder) and the list has an 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.
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- If the list has the image field, It will display the thumbnail area in the data card of the entity.
Header Configuration [4]
Enable Field Label: Enable this field to display the supporting text for the header on the portal.
Header Text: Select the module’s Field from the dropdown list to display as header text on the record’s card in the customer portal.
Sub Header Configuration [5]
Enable Field Label: Enable this field to display the supporting text for sub header on the portal.
Sub Header Text: Select the module’s Field from the dropdown list to display as Sub header text on the record’s card in the customer portal.
Supporting Configurations [6]
Enable Field Label: Enable this field to display the supporting text for supporting on the portal.
Supporting Text: Select the module’s 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 module 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 module 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 module.
Tags: Select the module’s 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 Module.
Note : If you select the second design option then there are some additional configuration.
Tabs Configurations
Enable Field Label: Check mark this field to display the tabs in data card.
Select Tab Fields: Select 3 fields you want to display on the tabs.
Create Action Settings [7]
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 module 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 module records (data cards) you want to display per page. You can decide how many data cards to be displayed at a time.
Workflow Setting
- Enable Workflow: Tickmark this option to assign the workflow and derive the results based on the assigned conditions.
- Data Loading Workflow: Assign the created workflow to the widget that you want to enable for the data loading.
- Enable CSV Export : Checkbox to display the CSV import button
- 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.
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 module 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. [8]
Once you drag and drop to the page layout while creating a specific page, it will automatically set as card style.