Card View Widget: Visually Engaging & Interactive Displays of Your Data
The Card View Widget brings the power of our standard Card View feature directly to your dashboards. Whether you’re managing projects, keeping tabs on a sales pipeline, or showcasing design portfolios, this widget transforms your records into intuitive, visually rich cards that are easy to explore, group, and update.
Plan Availability & Permissions
Plan Availability | All plan types |
Permissions | Solution Creators and Workspace Admins: Add, configure, and manage Card View Widgets. |
Related Reading |
Why Use the Card View Widget?
The Card View Widget is ideal for scenarios where a visual representation of your data enhances understanding and engagement. It’s particularly useful for:
Project Managers: Track tasks, milestones, and resources at a glance.
Sales Teams: Display customer profiles, deal stages, and key account updates in a pipeline.
Creative Teams: Showcase design or marketing assets in one place.
HR Departments: Maintain and display employee details, team directories, or organizational charts.
Overview: What Is the Card View Widget?
The Card View Widget converts records into customizable “cards,” much like a standard Card View but embedded right on your dashboard. It’s especially useful for:
Quickly Browsing Records: Scan through data with cover images, important details, and eye-catching labels.
Interactive Editing: Click on a card (if enabled) to open the record’s modal and edit fields, add attachments, or update statuses.
Easy Grouping & Sorting: Arrange and reorganize your records by priority, category, pipeline stage, or any other field.
Adding & Configuring the Card View Widget
Open Your Dashboard
Go to an existing dashboard or create a new one.
Add a Widget
Click “+ Add Widget” (or equivalent) in your dashboard toolbar.
Select “Card View”
From the widget library, choose Card View.
Configure the Widget
After you select Card View widget, you can configure the following options:
General
Title: Specify the display name of the widget.
Description: If you enable description, you can configure descriptive text that adds context to the widget. It can be configured to display in two ways:
As a Tooltip. This default option displays the text when an information icon is clicked.
Below the Title. When selected, the specified text will display under the widget's title.
Source: Select which Solution and Application house the records you want to display.
Settings. Configure additional display options for the widget, including:
Allow edit. Enable to allow users to add records to the table from the Card widget.
Display report toolbar options to members. Enable to allow users to configure report options when viewing the Card widget.
Allow users to open record details. When enabled, users can open all record details for the displayed cards.
Save & Add to Dashboard
Once set, your Card View Widget will appear on the dashboard.
Any edits you make (if you have permission) are saved automatically.
Working with the Card View Widget
Cover Images & Arranging Fields
Automatic Image Preview
If you have an image or file field, the widget can display it as a cover image.
Hovering over the cover image allows you to scroll through multiple attachments (if any).
Clicking an image enlarges it in a quick preview without opening the full record.
Arrange Fields for Clarity
Decide which fields to show on the front of each card (e.g., Name, Owner, Status).
Drag and drop fields in the widget’s settings to reorder them as needed.
Adjusting Card Size
Small: Compact display of minimal details—great for large data sets.
Medium: Strikes a balance, showing key fields and images.
Large: An expanded layout, perfect for displaying more fields or larger images.
Grouping & Reordering Cards
Group Records: Group by status, category, priority, or any other field to cluster similar records.
Drag & Drop: Easily reorder cards within or across groups by dragging them to a new spot.
Customization Options
Fields to Display: Choose which fields (title, status, etc.) appear on each card.
Cover Image: This option, displayed within "fields to Display," allows selection of a field that contains images or files to be shown at the top of the card. Note that this option is only displayed if the referenced table contains a files and images field.
Card Size: Decide between Small, Medium, or Large card layouts (or set specific widget width/height).
Filter, Group and Highlight: Show or hide filters, grouping, sorting options, and spotlights.
Saving, Permissions & Editing
Instant Saving
Widget settings are saved automatically if you have permission to edit the dashboard.
Record-Level Permissions
Editing, creating, or deleting records in the Card View depends on the permissions of the underlying app.
Users without dashboard editing rights can still update records if they have permission in the app, but can’t alter widget settings.
Switching View Types
Switching between Card, Grid, Calendar, or Gantt from the widget preserves as many settings (filters, sorting, fields) as possible.
Practical Use Cases
Team Member Directory
Scenario: An HR team needs an interactive employee directory.
Solution: Use the Card View Widget to show employee photos, job titles, and contact details.
Outcome: Improves team visibility and quick lookups.
Sales Pipeline Overview
Scenario: A sales team wants to track deals visually.
Solution: Display customer profiles, deal stages, and next steps in organized cards.
Outcome: Makes it easy to gauge progress and manage leads.
Design Portfolio
Scenario: A creative team wants to showcase project visuals.
Solution: Upload design assets or marketing collateral; let the Card View display them with cover images.
Outcome: A visually rich, interactive portfolio that’s easy to navigate.
Task Board
Scenario: A project manager needs to organize tasks by status.
Solution: Group tasks by To-Do, In Progress, Completed and drag cards as priorities shift.
Outcome: Improved workflow transparency and collaboration.
Frequently Asked Questions
Q: Can I add multiple Card View widgets to the same dashboard?
A: Absolutely. Each Card View Widget can display different sets of fields or filters, even from different solutions or apps.
Q: How do I remove a Card View Widget?
A: Hover over the widget, open its settings, and select “Delete Widget.” Only users with permission to edit the dashboard can remove widgets.
Q: Does disabling “Allow Open Record” remove editing capabilities for all users?
A: Cards become view-only. Users can see details on each card but won’t be able to open the full record to make changes.
Q: Will changes to records appear in real time?
A: Yes. Card View Widgets display real-time data from your solution/app, so any new or updated records appear immediately.
Use the Card View Widget to create truly engaging dashboards that align with your team’s unique workflows. Whether you’re a project manager, a sales professional, a designer, or an HR specialist, this widget offers a visually compelling way to organize and interact with your data—all in one convenient, customizable view.