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:

  1. Switch to the Context Menu area and add a new context menu, for example, InsightBoard.
  2. 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 the ContextMenu input argument. The action assigned to the given context menu action is executed, when the user taps on the tile.
  3. 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:

  1. Switch to the Legacy Forms area and open the StartPage form.
  2. 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 default StartPage Legacy Form contains a DatePicker row with Calendar as Valuename assigned. You can therefore use $Calendar to display a tile with the selected day.

    Example:

    InsightBoard;ID.$curRep;$Calendar

  3. 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"}