This documentation supports the 22.1 version of BMC Helix Innovation Studio.

To view an earlier version, select the version from the Product version menu.

Displaying a quick overview of your record data by using an Entity Card

The Entity Card component is available in the Common Components section of the View designer, and is visible only if the Common Components bundle is deployed.

As a developer or an application business analyst, use the Entity Card component to display a quick overview of your entity, such as name, company name, and email id.

An entity card enables you to access the information related to a record instance, instead of going to different views or performing a separate search.

Important

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the administrator, but cannot customize the objects developed in com.bmc.arsys in Best Practice Customization mode. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized in Best Practice Customization mode.  For more information, see Customization layer.

Before you begin

Make sure you create a view definition with Record editor to which you want to add an entity card. For more information, see Creating a view for a record instance by using record editor.

To add an Entity Card to a view definition

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application for which you want to add the Entity Card component.
  3. On the Views tab, click the name of the view definition to which you want to add the Entity Card component.
  4. From Palette, drag the Entity Card component to the Record editor component.
  5. In the Properties pane, click Settings , and then specify the following properties:

    PropertyDescriptionExample
    Field name

    Select the field to which you want to store the value from the entity card.

    The list of fields is displayed from the record definition you selected for the Record editor component.

    Display labelEnter a name to display a unique label for the component.
    ValueClick Click to build an expression to define a condition to display a specific value from the list as the default value.
    Disabled

    Use the toggle key to disable the entity card. 

    Hidden

    Use the toggle key to hide the entity card at runtime. 

    Entity Card Configuration
    Record definition name

    Select the record definition from which you will select the data to display on the entity card.

    Important: You can select only regular record definitions. 

    Qualification FieldSelect the field from the record definition that you want to use as a qualifier to select the data for the entity card.
    Thumbnail FieldSelect the field from the record definition from which you can select the display image that will be displayed on the entity card as a thumbnail.

    Default Thumbnail

    Enter the CSS class to apply the thumbnail as a default.

    Show Box-Shadow

    Use the toggle key to display a box shadow around the entity card.

    Is Base64 Encoding Field

    Use the toggle key if the image is Base64 encoded.

    Primary Field

    Select the field that you want to display as the first field on the entity card.

    Secondary Field

    Select the field that you want to display as the second field on the entity card.
    Secondary Field Icon CSS classEnter a CSS class for the icon you want to apply to this field.
    Tertiary Field
    Select the field that you want to display as the third field on the entity card.
    Tertiary Field Icon CSS class
    Enter a CSS class for the icon you want to apply to this field.
  6. Click Save.

Result

The following image displays a view that displays data for an assignee by using the Entity Card:

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Comments

  1. Robert Radwanski

    I can't pick External records in the Record Definition Name attribute. Is it by design?

    Mar 01, 2024 07:40
    1. MINAL DESHPANDE

      Hi Robert,

      External records are not supported by design for the Entity Card feature. We have added a note about the type of records supported here.

      Thank you, Regards, Minal

      Apr 03, 2024 12:14