How to configure Column Data Source
Last updated
Last updated
Select a column (click on its header). Go to "Data" section of column properties at the right sidebar and click on link "edit".
Column Data Source config dialog popup will open. Select "Data Source Type":
"SObject" Data Source is preselected:
Select Data Source.
When you select data source additional fields will be displayed:
"Order" picklist contains fields of chosen data source object. This option helps you to sort cards in column.
Check "Ignore Permissions" checkbox to show all cards in column (in spite of user's account permissions).
"Page Size" is number of cards shown in a column by default and additionally loaded per each scroll (one page).
"Preload Pages" is number of pages that are loaded by system automatically one by one. Loading progress will be indicated with a spinner around the badge showing number of cards:
reload several pages with small number of cards per each can save server resources (Salesforce limits) and can be useful when internet connection is slow.
To configure condition for current column click "Add Condition". Row with new condition form will be shown. Click button.
Select Field dialog popup will open. Choose field and click "Apply".
After it you can select "Operator", "Type" and "Value" for condition. To copy, paste and apply conditions JSON click the proper button (for one condition, for all conditions).
Configure Related Objects if necessary:
In some cases Apex Class should be required - e.g., when records from several objects need to be shown.
Select "Apex Class" as Data source type
Find necessary Apex Class in the proper lookup. Note, that your organization should have necessary Apex Classes deployed
Set parameters for this class in JSON format
Push Topics allow system generate special push notifications when some fields in some object records are created and/or updated.
Push Topics are created globally, so, they can be subscribed by any other columns in any dashboard.
Push technology, also called the publish/subscribe model, transfers information that is initiated from a server to the client. It will help you to follow the changes in this column.
To create a Push topic click "Create Push Topic" button and set Name, Query and necessary notifications:
Query should be written in SOQL syntax. List fields which changes you want to subscribe to.
Check proper checkboxes to push notifications on records creation and/or update.
To subscribe to existing Push topic click "Subscribe on Push Topic" button.
Select Push Topic in lookup.
Select "Source ID Field" from the Push Topic source object, that represents the column source object record ID,
choose period "How to handle events",
select behavior of "Card compact layout" and "Card Layout".
Behavior of Card Layout can be:
Hide - if any card layout has been opened, it will be closed
Refresh - if any card layout has been opened, it will be refreshed
Not selected - nothing will happen.
Currently behavior of Card Compact Layout can be "Refresh" only.
As soon as a Push Topic is configured, the system starts evaluating record creates, updates, deletes, and undeletes for matches. Whenever thereβs a match, a new notification is generated.
