What are Components?
Components are the fundamental building blocks for creating your custom data details page. Instead of being limited to a default layout, you can use components to tailor the interface precisely to your business workflows and user needs. You can set up the following components in a custom data details page:
Summary Card
Field
Stage Bar
Multi Tab
Data Table
Data Entry
lmage
Rich Text
Updates
Comments
History
Embedded page
You can also set the Style of each component.
Summary Card
What is a Summary Card?
The Summary Card component is used to display key information from the current dataset, including a title, subtitle, and briefing fields. It is typically placed at the top of a data details page for a quick overview of core content, as shown in the image below:
What can You Configure inside a Summary Card?
Title
Enable the switch next to Title to display a title within the component. The title's content will be the record's Data Title. You can also click Set Data Title and go to Advanced to configure it.
Subtitle
To set the subtitle, select a form field from the Subtitle dropdown menu. Supported field types include: Single Line, Radio, Single Select, and Workflow Status.
Briefing Fields
Click "+ Add Fields" to add your desired fields. Once added, you can reorder, rename, or delete them.
Note: A maximum of 12 briefing fields can be added.
Briefing Layout
For the added briefing fields, two layout options are available: Landscape and Portrait. You can choose the one that best fits your needs. The effects of each are shown below:
Note: The Briefing Title and Briefing Fields are not affected by field display rules. Their content will always be displayed in the component.
Stage Bar
What is a Stage Bar?
The Stage Bar component visually displays the current business stage of a record (such as a project stage or an opportunity stage) and allows for quick stage switching.
What can You Configure inside a Stage Bar?
Stage Field
You can select fields from the Single Select or Radio to serve as the Stage Field. The component will display the options from the selected field sequentially in the stage bar (excluding the "Other" option). The stage is automatically highlighted based on the current data's value.
Note:
Single Select and Radio fields with Data Linkage or Single Select fields with a Related Form cannot be used as the Stage Field.
If the record's current value is the Other option, no stage will be selected in the stage bar.
The Stage Field is not affected by field display rules; its content will always be displayed in the stage bar component.
Allow Direct Editing
When enabled, members viewing a record's details can directly click on the Stage Bar to switch stages. This will simultaneously update the stage field's value without entering the data editing page. The effect is shown below:
Note: If a member does not have edit permissions for the current record, they will not be able to switch stages by clicking the Stage Bar, even if Allow Direct Editing is enabled.
Style Setting
Go to the Style section to switch the stage bar's appearance and set its color. You can choose to either Follow Theme Color or select a Custom Color.
Field
What is a Field Component?
The Field component allows you to display fields from a form on a custom data details page for members to view.
What can You Configure inside a Field Component?
Display Fields
The super admin can adjust which fields are shown after adding this component. When you add the component, the Display Fields section will, by default, select all form fields except for the following types:
Button
Query within a SubForm
Field Layout
By default, the layout of the displayed fields follows the form's property settings. If you want to customize the following aspects, you must enable Field Custom Layout.
Field Layout: It supports 1, 2, 3, or 4-column layouts.
Field Display Order: Simply drag and drop fields to adjust their order.
Field Width:
Main Form Fields: It supports 1/4, 1/3, 1/2, 2/3, 3/4, and full-row widths.
Sub-form Fields: It supports 1/2, Standard, 2x, and Custom widths.
Data Entry
What is a Data Entry Component?
The Data Entry component allows members to input data into a specific form without leaving the data details page. This creates a seamless "view and fill" experience.
What can You Configure inside an Image Component?
Selecting Form for Data Entry
Choose the form you want members to fill out. You can select the current form or any other form within this app.
Set Field Value
Once you have selected the data entry form, you can set default values for its main fields. When a member begins to fill out the form, the system will automatically populate the corresponding fields based on these default settings. The member is still allowed to modify these pre-filled values.
Click "Set Default Value" and configure the following options:
Add Field: You can only add fields of the main form.
Set Field Value: You can set the default value to Current Form Field Value, Custom, or Null Value.
After configuring all settings, click "OK" to save.
Note:
The Data Entry component does not support a "Save Draft" action. However, when the data entry form is part of a workflow, actions such as Stash, Print, and Submit become available.
Default values can be set for most primary field types. Supported types include Single Line, Multi Line, Number, Date & Time, Radio, Checkbox, Single Select, Multi Select, Member, Members, Department, Departments, Image, Attachment, and Lookup.
Image
What is an Image Component?
The Image component is used to display one or more images in a data details page. It supports features such as Auto Play and Multi-Image Carouseling.
What can You Configure inside an Image Component?
Image Source
You can decide your Image source: either Image Field in Current Data or Manual Upload.
Image Field in Current Data
Simply select an image field from the current record, as shown below:
Manual Upload
To add your own images, switch to Manual Upload and click "+ Upload". After uploading, you can configure the following settings for each image as needed:
Display Text: Add a description or title for the image. This text will be visible to users.
Link: Set a URL that users will be redirected to when they click the image.
Taking the Display Text as an example, here is what the result looks like:
Note: You can upload a maximum of 10 images.
Carousel Settings
When your data source contains multiple images (either from Image Field in Current Data or through Manual Upload), the Carousel Settings section will become available. It allows you to configure Auto Play and Carousel Mode :
Auto Play
When enabled, images will be played automatically in a slideshow. You can also set the time interval between slides.
When Aut Play is enabled, you can still manually switch between images:
Carousel Mode
You can choose between the following two Carousel Modes:
Single Image: The component will display one image at a time.
Multi Images: The component will display multiple images at a time.
Under the Multi Images carousel mode, the following parameters can be configured:
Images per view: The number of images displayed in the component at one time.
Images per scroll: The number of images to move with each slide transition.
For example, if you set Images per view to 2 and Images per scroll to 2 with 5 total images (A, B, C, D, E), the carousel works like this:
Initial: Shows A, B.
Slide 1: Scrolls past 2 images, shows C, D.
Slide 2: Scrolls past 2 images, shows E, A. (It loops back to the start to fill the empty slot).
The cycle then repeats from the beginning.
Fill mode
You can select the Fill Mode of the image:
Contain: Maintains the image's original aspect ratio and scales it to be fully visible within the component. This may leave space if the image's proportions differ from the card's.
Cover: Maintains the image's aspect ratio while scaling it to completely cover the card. This ensures there is no space, but parts of the image may be cropped.
Stretch: Stretches the image to match the height and width of the card exactly. This may distort the image if its original proportions are different.
The different fill modes are shown below:
Rich Text
What is a Rich Text Component?
Rich Text empowers you to display formatted content, including text, images, and hyperlinks, in a data details page. With flexible layout options, it's perfect for announcements, instructions, and other content requiring custom styling.
Note: Rich text content is converted to HTML code for storage in the system, and the total character count of this code cannot exceed 30,000. Therefore, for longer content, we recommend using minimal formatting to avoid exceeding the storage limit.
What can You Find inside a Rich Text Component?
Super admins can use the following tools when editing content in the rich text field:
Tools | Descriptions |
Basic Tools |
|
Text Formatting | You can format your text via setting Headings, Body Text, Bold, Italic, Underline, and Strikethrough. To apply a style, simply select the text and click the corresponding tool. |
Color Formatting | Select text to change its text color or background color. Thus, you can highlight important content. The effect is shown below:
|
Layout |
|
Images | To insert an image, you can either paste it directly into the component or add it using the image icon in the toolbar. Once inserted, you can also adjust the image's alignment, size, and other properties.
|
Hyperinks | You can add a hyperlink to existing text by first selecting it and then inserting the link. Alternatively, you can add a new link directly by using the link tool in the toolbar.
|
Updates
When the current form is a workflow form, you can use the Updates component to display the following information on the details page:
Display Content: Includes the workflow history and any operational notes.
Chart: A visual diagram showing the progress of the workflow.
Note: If you convert a workflow form into a regular form, the Updates component on the custom details page will become unavailable.
Comments
The Comments component allows users to comment on regular forms or workflow forms. They can also @mention relevant members to notify them of reviewing.
Notes:
To configure notification preferences for @mentioning a member, you should go to the System Default Detail Page settings.
If the Comments feature is disabled in the System Default Detail Page, the Comments component will not be available.
History
The History component is used to record changes made to form data. It allows members to view the modification history when accessing a record's details.
Note: If the History feature is disabled in the default data details page, the History component in the custom details page will become unavailable.
Embedded Page
The Embedded Page component allows you to embed other web pages directly into a data details page. After setting the link address using one of the methods below, the system will automatically display the corresponding web content.
Directly enter a fixed URL: Use a static web address.
Insert a form field: Generate a dynamic URL based on the value of a field in the form.
Notes:
The following field types are supported for insertion into a URL: Single Line, Number, Date & Time, Radio, Checkbox, Single Select, Multi Select, Member, Department, Image, Attachment, Signature, and Serial No.
After inserting a field into the URL, if a member does not have the permission to view that field, they will not be able to see the web page content within the component.
Style
What is Style?
It allows you to design and personalize the appearance of your own components.
What can You Configure in Style?
After selecting a certain component, you can configure its Component Style and Background in the Style column of the right panel.
Component Style
It provides two styles for the component: Card and Borderless.
This is what the Card style looks like:
This is what the Borderless style looks like:
Here is a more detailed comparison between these two styles:
Component Style | Description | Effect |
Card | It places the component inside a visual container that looks like a card and supports customizing card backgrounds. | It highlights the component's content, separating it visually from the page background. |
Borderless | It removes any visible container from around the component. | It makes the component's content a natural part of the page, creating a clean and fully integrated look. |
Background
If you set the component style to Card, you have the option to set a custom background color or image. Here is an example of the effect:
You can select one of the following fill modes: Contain, Cover, and Stretch. Their features and effects are just the same as those we have mentioned in the Image component section.
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