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

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. 

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:

   Property	Description	Example
   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 label	Enter a name to display a unique label for the component.
   Value	Click 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 Field	Select the field from the record definition that you want to use as a qualifier to select the data for the entity card.
   Thumbnail Field	Select 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 class	Enter a CSS class for the icon you want to apply to this field. For more information, see CSS-classes-used-in-View-designer-components
   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. For more information, see CSS-classes-used-in-View-designer-components

6. Click Save.

Result

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