Insight Board
Learn about the insight boards available for CRM.Client.
Three types of Insight Board are available:
- Login Screen: You can add an Insight Board to the login
screen,
For more information, see Adding an Insight Board to the Login Page.
- Start Page: Supports tiles that is an InsightBoardItem configured with
the record list view to display the info areas supported. For more information, see
Adding the Insight Board to the Start Page.
- Custom Insight Boards: You can define your own Insight Boards and add them to the start page.
Insight Boards can contain any number of tiles. If a user taps on a tile, the assigned action (usually displaying a list) is executed.
For more information on configuring an insight board, see Configuring an Insight Board:
Configuring an Insight Board
To configure an Insight Board:
- Switch to the Context Menu area and add a new context menu,
for example,
InsightBoard
. - Add a context menu action for each tile and assign the
InsightBoardItem
, see InsightBoardItem.- You must at least specify the
ConfigName
, that is, the name of a Search&List configuration. This results in a tile displaying the number of records and switching to the record list when the user taps the tile. - You can provide a background color for an Insight Board item by specifying the
hexcode of the required color in the
BackgroundColor
input argument. - If you want to call any action template except
RecordListView
, you need to also specify theContextMenu
input argument. The action assigned to the given context menu action is executed, when the user taps on the tile.
- You must at least specify the
- Specify the
InsightBoard.TitleEnabled
Web Configuration parameter if you want to display a header, see InsightBoard.TitleEnabled.
Adding the Insight Board to the Start Page
To add an Insight Board to the start page:
- Switch to the Legacy Forms area and open the StartPage form.
- Add a row of type
InsightBoard
and enter the following parameters (separated by semicolon) in the Func field.-
MenuName
: Name of the Insight Board's context menu. -
RecordId
: for example,ID
.$
curRep
for the current rep. -
Param1
: Name (with the$
prefix) of a dependent start page component. For example, the defaultStartPage
Legacy Form contains aDatePicker
row withCalendar
as Valuename assigned. You can therefore use$Calendar
to display a tile with the selected day.
Example:
InsightBoard;ID.$curRep;$Calendar
-
- You can define further options in JSON syntax in the Options
field:
-
MaxVisibleItems
: Limits the number of tiles displayed. If more tiles exist, the user can slide within the Insight Board.Example:
{"MaxVisibleItems":"2","Vertical":"1"}
-