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      Cards

      How to guide for all things Cards.

      On this Page

      Create a Card

      1. From the administration home, go to Cards.
      2. Click Create in the top right corner of the table.
      3. Enter a name for your card.
      4. Enter a description for your card.
      5. Choose the Type of the card. This is important to have aligned to the record type you wish to create.
      6. Complete your card configuration.
      7. Click Save.

      Card descriptions can be added for admins to understand its use.

      Card Configuration

      When building out a card, similar to forms you can add custom and system fields to be displayed when a card is expanded. Cards are displayed on all discover, personal and home page.  These fields are read-only and are linked to the data input within the record.

      To add a Field to the Card:

      You can add fields using a drag-and-drop interaction.

      1. Click and hold the field you wish to move in the left panel.
      2. Drag the selected field to the new position in the form area.
        1. Drag to the side of an existing field to put two fields side by side.
        2. Drag beneath or above an existing field to add a new row.

      There is a maximum of 2 fields per horizontal row.

      You can have infinite number of rows.

       

      Editing a Card

      After you've created a card, you can edit them to change their name, descriptions, and any configuration options.

      Changes to cards can be made at any time, and the changes will affect your records. These saved changes will take effect immediately. 

      A card's internal name cannot be updated once created. This value will have no impact on your users. It is used only by those using APIs.

      Steps

      1. From the administration home, go to Cards.
      2. Select the row (checkbox on the left) of the field you wish to edit.
      3. Click Edit in the top right corner of the table.
      4. Modify the card configuration.
      5. Click Save.

      You can only edit one form at a time.

      Deleting a Card

      Deleting an active form will stop users from being able to add this card to workflows. All previously entered data will be unaffected and visible where in use.

      You can delete a single card or multiple cards at the same time by selecting multiple rows.

      To delete a card, following these steps:

      1. From the administration home, go to Cards.
      2. Select the row (checkbox on the left) of the form you wish to delete.
      3. Click Delete in the top right corner of the table.

      Restoring a Card

      Only Deleted cards can be restored.

      Restoring a card will allow users to add this card within workflows. All previously entered data will be un-effected and visible where in use.

      You can restore a single card, or multiple cards at the same time by selecting multiple rows.

      To restore a card:

      1. From the administration home, go to Cards.
      2. Click Deleted tab.
      3. Select the checkbox in the row of the form you wish to restore.
      4. Click the Restore in the top right corner of the table.

       

      Permanently Deleting a Card

      Only Deleted cards can be permanently deleted.

      Permanently Deleting a deleted card will remove the card completely from edison365 and delete all instances and data. Deleted cards can't be restored. 

      You can permanently delete a single card, or multiple cards at the same time by selecting multiple rows.

      To permanently delete a card:

      1. From the administration home, go to Cards.
      2. Click Deleted tab.
      3. Select the checkbox in the row of the form you wish to delete.
      4. Click the Delete icon in the top right corner of the table.