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Card View

Configure which fields appear on record cards in list views, related lists, and lookup hover cards.

Key Concepts

The Card View is the compact representation of a record. It's what you see in list views, related lists, and when hovering over lookup fields.

Card View

The compact representation of a record shown in list views, related lists, and lookup hover cards. You choose which fields appear.

Available Fields

Every field in the module that's eligible to appear on a card. Click to add to the card layout.

Selected Fields

The fields currently chosen for the card. Drag to reorder; up to 5 can be selected.

Preview

A live render of the card so you can see exactly how it will look before saving.

Card View Tab

SettingsModules[Module Name]Card View

The Card View tab controls which fields appear in the compact record representation — shown in list views, related lists, and when hovering over lookup fields.

Card View configuration showing Available Fields list, Selected Fields area, and Preview panel
Click fields on the left to add them to the card — preview updates in real time on the right

Three Panels

PanelWhat It Shows
Available FieldsAll fields in this module that can be displayed on the card. Click one to add it.
Selected FieldsFields currently chosen for the card view. Drag to reorder.
PreviewA live preview of how the card will look with your selected fields.

Controls

ButtonWhat It Does
Return Card View to defaultsResets the card view to the system default field selection.
Save Card View configurationSaves your changes. Disabled until you make a change.

Limit: You can select up to 5 fields for the card view. Choose the most identifying fields — the ones that help users recognize a record at a glance.

Real-World Use Case

Real estate agency — identifying properties at a glance

A real estate agency manages hundreds of property listings. When agents browse the list view or hover over a property lookup, they need to instantly identify the listing without opening it. The default card shows just the record name, which isn't enough.

  1. 1Open the Properties module and go to the Card View tab
  2. 2Add Property Address as the first field (most identifying)
  3. 3Add Listing Price so agents can see the price range immediately
  4. 4Add Status (Active, Under Contract, Sold) for quick filtering context
  5. 5Add Bedrooms and Square Footage to differentiate similar listings
  6. 6Save — now every list view row and lookup hover shows a rich property summary

Adapt this for your team: Card views matter wherever users scan through records quickly. An IT team might show Ticket Priority, Assignee, and SLA Deadline on their support tickets. A manufacturing team might show Part Number, Warehouse Location, and Stock Level on inventory items. Pick the 3–5 fields that let your team identify records without clicking into them.

Common Workflows

Configure the card view for a module

  1. 1Open the module and click the Card View tab
  2. 2Click fields in the Available Fields list to add them (up to 5)
  3. 3Drag selected fields to reorder how they appear on the card
  4. 4Check the Preview panel to see how it looks
  5. 5Click "Save Card View configuration"

Reset the card view to defaults

  1. 1Open the module and click the Card View tab
  2. 2Click "Return Card View to defaults"
  3. 3Confirm — the field selection reverts to the system default
  4. 4Save if you want to keep the defaults