Change Card Type Sheet Setting
In a card type sheet, unlike a normal grid type sheet, you can see and change the settings related to the card display.
To check or change the settings of a sheet, follow these steps:
Click the sheet menu and select "Setting".
The edit sheet setting dialog is displayed. Four tabs of "Basic", "Options", "Filter", and "Actions" are displayed in the dialog
Basic
In the “Basic” tab, you can view and change basic information of the sheet.
[A] Title – Set the title displayed on the tab of the sheet.
[B] Book ID – Display ID value of book (read only).
[C] Sheet ID – Displays the ID value of the sheet (read only).
[D] Sheet Type – Displays the type of the sheet. Usually displayed as "Grid". (read only).
[E] Object – Displays the name and API reference name of the Salesforce objects linked to the sheet (read only).
[E] Source Sheet – Displays the title and sheet ID of the sheet that the card type sheet is linked to (read only).
Options
In the “Options” tab you can view and change additional configuration information about the sheet.
[A] Allowed Operation – Allows / disallows various operations on the sheet
Create New Record - Allows to create a new record from the card sheet menu.
Update Record - Allows to edit/update data in the card sheet.
Delete Record - Allows to delete the record in the card sheet.
[B] Navigation – Sets behavior related to navigation of the record in the card.
Enable Record Navigation – Allows navigation of records by arrow buttons that appear in the footer of the sheet.
Layout
In "Layout" tab, you can specify the displaying contents of the card sheet.
[A] Section Header – A collapsible section header is created at a specified position by dragging and dropping it into the card view. Card fields placed from the section header to the next section header will be the target of the section collapsing.
[B] Columns in Source Sheet – A list of the columns shown in the source sheet will be displayed. By dragging and dropping a column, it will be added to the Card View as a card field at the specified position.
[C] Card View – Lists in order the fields and sections to be displayed in the card. The order of fields and sections can be rearranged by dragging and dropping.
[D] Section Menu – This is a menu to control the sections in the card. You can edit properties of the section such as a display label or delete it from the layout.
[E] Card Item Menu – This is a menu to control the items to be displayed in the card. You can edit properties of the item such as a display label or delete it from the layout.
[F] Maximize Button – Maximizes the Card Sheet Settings dialog. Suitable for editing card view layouts with multi-column layouts.
[G] Card View Menu – If you select "Reset to Default Layout", only the columns that are set to visible in the source sheet will be selected as card fields in the card view.
Multi-Column Layout
By setting the number of columns in the properties of sections added to the card view, it is possible to display card items within the section in a multi-column layout.
The card items within the section are displayed horizontally until the specified number of columns is reached, and then wrap to the next row when exceeding the column count.
To change the number of columns in the layout, display the section settings dialog from the section menu and modify the section properties.
Label [A] - Specify the label to display for the section.
Num of Columns [B] - Specifies the number of columns in the layout for card items contained in the section. A maximum of 6 columns can be specified. Default is 1 column.
Minimum Num of Columns [C] - Specifies the minimum number of columns to be displayed, even for responsive display. Default is 1 column.
Hide Section Header [D] - Hide section headers to use only layout features.
Responsive Display of Card View
The card view may automatically reduce the number of columns in its internal sections based on the width of the area where the card view itself is displayed (responsive display). As a result, in display environments where the width is not sufficient, the layout may not always be arranged in the number of columns specified in the section's column count property.
However, if a minimum number of columns is specified as a property of the section, it can be guaranteed that the display will always have at least that many columns, even when responsive display is necessary. If it's important to display a certain minimum number of columns horizontally, it is recommended to set the minimum number of columns in the section's properties.
Column Span Setting for Card Item
When you want to display the layout width of specific card items more broadly, you can specify the number of columns each card item spans within the layout. For example, if you set a card item to span 2 columns within a 3-column section, the display would look like this:
To set the number of columns a card item occupies, display the card item settings dialog from the card item menu and modify the card item's properties.
Label [A] - Sets the display label for the card item.
Column Span [B] - Specifies the number of columns the card item spans within the layout.
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