Plan Availability | All plan types |
Permissions | Account Administrators, Solution Creators and General Access |
Related Reading |
Card View Overview
The Report Toolbar Introduction provides the primary controls for modifying views. All these controls are available in Card View, with detailed links to explore each control's functionality.
How to Change to Card View
Click the dropdown button near the View name in the report header to open the View action menu
Hover over the “Change View Type” option
Select the Card
Why Use Card View?
Card View, especially with a cover image, is one of the most dynamic features in SmartSuite. It transforms records into interactive, visual look-books. Use it for:
Summarizing small "packs" of information.
Viewing records at a glance.
Working with Card View
Cover Images & Arranging Fields
Automatically preview Image & Files fields by setting a Cover Image in the Fields to Display control.
Use this control to select and reorder fields displayed on cards.
Steps for Setting Up Images in Card View
Create or Open a Card View: Navigate to the Card View where you want to display images.
Access View Settings: Open the view settings by selecting the appropriate menu option.
Select Fields to Display: Locate and select the 'Fields to Display' option.
Choose the Image Field: Under 'Cover Image,' select the 'Files and Images' field that contains your images. This field will be used as the cover image for each card.
Automatically preview Image & Files fields by setting a Cover Image in the Fields to Display control.
Use this control to select and reorder fields displayed on cards.
Configuring Cover Images in the Mobile App
Add a Files and Images Field: Ensure that the relevant photo is uploaded to the 'Files and Images' field.
Open the Display Settings: Tap the 3-bar horizontal menu to access settings.
Select Fields to Display: Choose the 'Fields to Display' option.
Set the Cover Image: Under 'Cover Image,' select the 'Files and Images' field to display the image on the card.
Tip: If a record has multiple images or documents in the cover field:
Organize Your Images: Ensure that all images are uploaded to the correct 'Files and Images' field for easy selection.
Preview Your Cards: After setting up the cover images, preview the cards to confirm that the images are displayed as intended.
Keep Images Optimized: Use appropriately sized images to ensure fast loading and optimal display quality.
Hover over the cover to glance through attachments.
Click the cover image to enlarge attachments without opening the record.
Card Size
Adjust the card size to suit your needs:
Small (default)
Medium
Large
Drag & Drop Files
Add images and file attachments directly to records in Card View by dragging and dropping them into the Cover Image section.
Easy Grouping & Reordering
Use drag-and-drop functionality to reorder cards.
Group cards by different categories for better organization.
Note: Like many other views, a card view can be sorted, filtered, grouped, and spotlighted.
Examples of Card View Usage
Here are some creative examples of how you can use Card View:
Put Faces with Names in Contacts: Visualize your contact list with photos.
Logo Wall: Display logos of deals you’ve closed.
Digital Team Board: Visualize Teams by Department.
Menu Manager: Organize food menus with images and descriptions.
Promote Company Culture: Provide visuals that represent company culture and values.
Practical Scenarios and Use Cases
1. Team Collaboration
Scenario: The marketing team is working on a new campaign and needs to organize images, mockups, and strategy documents.
Solution: Use Card View to visually display and arrange files, making it easier for team members to access and review relevant materials.
2. Sales Pipeline Tracking
Scenario: The sales team wants a clear way to track potential deals and their stages.
Solution: Set up a Card View grouped by deal stage, with cover images for company logos or key documents, allowing for a quick overview of the pipeline.
3. Event Planning
Scenario: An event management team needs to organize vendor contracts, schedules, and design layouts.
Solution: Utilize Card View to display vendor information with attachments, grouped by category (e.g., catering, venues, entertainment).