Flexi Kanban
  • Introduction
    • πŸ“ƒAbout Flexi Kanban
    • βš–οΈFlexi Kanban in Comparison with Other
    • πŸ“˜What are Kanbans?
    • πŸ“•User's Guide to the Kanban Boards
  • Standard Dashboard
    • πŸš€Getting started
      • How to Build a Simple Kanban Using Creation Wizard Abilities
      • Demo Example: Task Dashboard
      • Demo Example: Events Dashboard
      • Demo Example: Opportunities Dashboard
      • Demo Example: Gantt Dashboard
      • Demo Example: Cases Dashboard
    • πŸ“Basics
      • How to Create Standard Dashboard
      • How to Create Child Dashboard
      • How to Incorporate Child Dashboard into Lightning Page
      • How to Open Dashboard in builder (Edit)
      • How to Share Dashboard
      • How to Clone Dashboard
    • πŸ—οΈConfigure Dashboard
      • Working with Dashboard Layout
      • How to Configure Dashboard Basic Properties
      • How to Configure Dashboard Filters
      • How to Add Dashboard Statistics
      • How to Configure Variables
      • How to Configure Events
      • How to add Dashboard Buttons and Menus
    • πŸ™οΈConfigure Column
      • How to Π‘onfigure Column Properties
      • How to Set Column Groups
      • How to Set and Use Column Custom Attributes
      • How to configure Column Data Source
      • How to work with Related Objects
      • How to configure Column Header
      • How to configure Column Body
      • How to configure Column Footer
      • How to configure Column Container and Filters
    • 🎫Configure Card
      • How to configure Card Properties
      • How to configure Card Data Source and Conditions
      • How to configure Card Compact Layout
      • How to configure Card Layout
      • How to configure and use Card Custom Attributes
      • Configuring Card Movement and Column Junctions
      • Configuring Card Actions
    • πŸ“šGroups of Cards
      • How to configure Card Grouping
    • πŸ”§Tools
      • Using Merge Field Picker
      • Using Formula Editor
      • Configuring CSS styles
      • Configuring Rows, Cells, Menus and Buttons
      • Configuring Handlers
    • πŸ‘“Using Dashboard
      • How to use Kanban API actions
      • How to Incorporate Dashboard into Lightning Page
      • How to build the link to the Dashboard
      • How to Work with Variables
      • How to debug Dashboard
      • How to Work with Filters and Orders
    • ✨Howtos and Best Practices
      • How to configure communication between Dashboards
      • How to configure communication between Dashboard and Form
      • How to display different layouts for the same kanban card
      • How to design kanban for your needs
        • How to colorize cards
        • How to add a quick-filter column
      • What inactive column can be used for
      • Tips and Tricks
  • Composite Dashboard
    • πŸ—„οΈIntroduction
      • πŸ”§How to Create a Composite Dashboard
    • πŸͺ›Working with Composite Dashboard Layout
      • Configuring Parent Dashboard
      • Configuring Child Dashboard
    • πŸ–‡οΈConnections Between Dashboards
    • πŸ”¬Examples
      • !! Calendar Dashboard
    • πŸ₯‡Howtos and Best Practices
      • How to Pass Variables Between Parent and Child Dashboards
  • Components
    • πŸ“‹Forms
      • πŸ“‘Basics
        • Form Building Overview
        • Working with Form Settings
        • Working with Source Object fields
        • How to Preview the Form
        • How to configure the Form Sharing Rules
        • Understanding the Form Dependencies
        • Working with Conditional Styles
        • Working with Conditions
        • Search Over the Form
      • πŸͺ›Tools
        • Variables
        • Additional Fields
        • Context Object
        • Form Action
        • Event
      • Components
        • Add and Remove Form Components
        • Components Basic Properties
        • Components Validation Rules
        • Styling Form and Form Components
        • String Field
        • Text Area Field
        • Rich Text Field
        • Lookup Field
        • Date Field
        • Datetime Field
        • Time Field
        • Number Field
        • Currency Field
        • Multi-Select Field
        • Picklist Field
        • Option: Section
        • Option: Static Text
        • Option: Image
        • Option: Blank Space
        • Option: File
        • Option: Custom Button
        • Option: Custom URL
        • Option: Nested Form
        • Option: Lightning Component
        • List. Related Lists.
      • Using Form
        • How to incorporate Form into the Lightning Page
        • How to incorporate Form into Screen Flow
        • How to build the link to the Form
        • (unpublished, empty)How to incorporate Form into the Lightning Component
        • How to run Form Action from Lightning Component
      • Tricks, Hints and Best Practices
        • How to configure communication between Forms
        • How to pre-populate form fields
        • Deployment of Forms
        • What Are Parameters?
    • 🀾Actions/Action Groups
      • Basics
        • Working with Actions
        • Working with Action Groups
        • Working with Functions
        • Working with Context objects
        • Working with Conditions
      • Types
        • Validation Rule Action
        • Define Variable Action
        • Create Record Action
        • Update Records Action
        • Delete Records Action
        • Send Email Action
        • Callout Action
        • Execute Apex Action
        • KanBan API Action
      • Using Actions
        • !!unpublished empty!! How to execute Action/Group from the SF Process/Flow Builder
        • How to execute Action/Group through the REST api
        • !!unpublished empty!! How to execute Action/Group from the Einstain Bot
        • !!unpublished empty !! How to execute Action/Group from APEX
      • Best Practices
        • !! How to use Execute in background option
        • !! Deployment Actions/Action Groups
  • πŸ“–References
    • βš™οΈApplication Settings
    • ♾️Functions
      • SObject
      • Text
      • Logical
      • Numeric
      • Date and Time
      • JSON
      • System
      • Charts
    • πŸ—ƒοΈQuery Conditions
    • Apex Data Provider
    • πŸ“How to add a Kanban to Navigation Items Panel
    • πŸ‘₯Manage Licenses
    • πŸͺͺAssign Permission Sets
    • πŸ“¦Deployment
      • Deploying Using Standard Credentials
      • Deploying Using Connected App Authentication
      • How to configure the Salesforce Connected Application for Flexi Kanban deployment
  • Grant Login Access to Support
  • Subscription Plans
  • Support Agreement
  • Access License Agreement
  • Privacy Policy
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On this page
  • Basic Configuration
  • Header Configuration
  • Footer Configuration
  1. Standard Dashboard
  2. Configure Card

How to configure Card Layout

Last updated 1 year ago

Go to "Layout" section of card properties at the right sidebar. Select Layout and click on link "create" ("edit", if card already has layout configured) to open Card Layout dialog popup.

Basic Configuration

Layout Body

Select layout body "None" in case you do not want to show sidebar (or modal popup) with card details when card is clicked.

Select Layout Body "Visualforce Page" to show some existing page from current organization. Choose a page in the proper field and set parameters, if needed.

Set Layout Body "Lightning Component" to embed some component. Select component and set parameters, if necessary:

Select Layout Body "Url" to embed some other page. Fill in proper field with some external URL and specify parameters, if necessary.

Only URLs to secure sites are allowed. If specify non-secure URL the site will be blocked by system.

Select Layout Body "Standard" to show multiple tabs in layout. Configure them on the "Tabs configuration" subtab that will appear:

Tabs Configuration

Open "Tabs Configuration" subtab. "SObject" tab is preset to show current object standard details.

Click "Add tab" button to open config dialog popup. Enter label and title in proper field, select icon using "Icon Library". Configure "Conditions", CSS Styles for tab in generic (inactive) and active states if necessary.

Select tab layout type in "Layout" field. Tab layouts are the same as described above, except the "Standard" one.

"Standard" layout type allows user to configure custom set of fields to display. Add fields under each other by adding rows to layout, set labels and values, rearrange rows, if necessary.

Card Layout Positions

Select layout position in the proper picklist:

Position "Right" will cause layout be shown as right sidebar:

Position "Left" will cause layout be shown as left sidebar:

Position "Modal" will cause layout be shown as modal popup:

Other Settings

In case if you hid header or footer, you don't need to configure them as described below.

Header Configuration

Go to "Header Configuration" tab to open "Title Settings".

Footer Configuration

Click "Save" to apply changes in card layout configuration and save dashboard.

Select Layout body "Form" if you need some specific form to be shown. Choose and specify parameter(s) if necessary. For example:

Select Layout Body "SObject" to show current object standard details. You need to set Record ID (e.g., select {Case.Id} in the to specify ID of record represented by current card).

Fill in "Text" field (static text, merge fields or formulas) and configure .

Open "Footer Configuration" tab and click "Add Button" to configure , if needed.

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