How to configure Card Grouping
Last updated
Last updated
Card Groups is a new layer of visualization and management of cards.
One feature of these card groups is their customizable visual styles. This means that a stack of cards and an individual card can be visually distinct, making it easier to identify and differentiate.
Another feature is a set of aggregation functions for calculating several kinds of totals:
Maximum
Minimum
Sum
Average
These functions are instrumental in providing meaningful insights into your data, aiding in more informed decision-making and efficient project management within the Salesforce CRM platform.
This feature is available since release 3.1.37
To make card groups you just need to have a kanban with columns configured on some Data Source object.
Let's use Opportunities in the following example. The Kanban will have 4 columns for several Opportunity stages.
Distributing cards by columns - is the top layer of records representation and management in kanban. Card grouping offers a second layer.
Here how a kanban can look like without grouping:
We can add grouping by some fields of Data Source object.
Groupable field types:
Checkbox (boolean)
Phone (string)
Picklist (string)
Email (string)
Text (string)
Text Area (string)
URL (string)
Number (int). Does not include custom fields, only standard Number fields with SOAP type int, like Account.NumberOfEmployees.
Lookup (id)
Master Detail (id)
Id (id)
Date (date)
Formulas of type Checkbox and Date, including cross-object formulas across standard and custom relationships.
Open Column Config popup and go to "Grouping Configuration" tab.
A field picker will appear. Select a field (fields of up to 4 levels are available) and click "Apply" button:
Save changes:
This is enough to add groups to the column. These groups will automatically receive a header that will correspond to the value of selected field, and will contain only cards that have this value set.
Here how a kanban can look like with card grouping in the last column:
If some cards have no value in the field which cards are grouped by, these cards will not be included in any group.
Card groups have the following features:
Card grouping does not cancel column sorting order - it will be matched inside groups too.
If group contains many cards, not all of them can be displayed - in this case a "load more" button will be shown at the bottom of expanded group.
Only one Card Group is allowed per column.
Card Groups offer following abilities:
Styling
Show totals
Use conditions to include cards in the group
Add CSS styles using proper Styles picker:
You can use merge fields in styles to make groups styled dynamically depending on different values.
Type Label (text that will be displayed left to value).
Select aggregation method in "Details" column. Currently available methods are:
Sum (proper values from all cards belonging to the group will be added)
Minimum (will show minimal value)
Maximum (will show maximal value)
Average (will calculate and show average value)
Select a field which Total will be aggregated by
Set CSS styles (e.g., color) for this Total, if necessary
You can add several Totals:
How can look card groups with styling and Totals:
To make card grouped more efficiently, you can specify conditions. Only cards, whose records match conditions, will be grouped.
Go to "Conditions" section of Grouping Configuration tab
Select Data Source Object field, operator and type
Specify value to be matched
Add more conditions, if necessary
Set conditions Logic, if needed
In the example below Opportunity cards will be grouped by Account Name only for two specified accounts:
And how result will look like:
Click button to select a Data Source field in "Group by" picker:
They are collapsed by default and show only the first card. To expand a group click button at the group header.
Click button to show proper subform for Totals entry.
Click button to add condition
