Fieldproxy Documentation

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Fieldproxy Documentation

Fieldproxy Documentation

Widgets

CARD

The Card Widget harmonizes diverse data sources, conditions, and viewing preferences, all while delivering tailored displays in Flex Column, Flex Row, Organization View, Customer View, and Location View.

You're developing a customer relationship management (CRM) system for a business, and you want to provide a user-friendly way for employees to view and manage customer details.

You use a card view widget to display the customer's information. Each card represents an individual customer or organisation

Choose the relevant datasource and the columns to be used in the cards.

You can add the condition set with which the card is to be displayed

WIDGET VIEW

These settings allow you to see your data source in various card views, each of which is explained below.

Choose the desired widget view from the drop down.

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FLEX COLUMN VIEW

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FLEX ROW

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ORGANISATION VIEW

The Organisation view helps you to display the details of the organisation in the proxy dashboard in a card view

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Choose your Primary column, avatar column,Status Column and Secondary Column from your Data Source which are to be displayed in the organisation view.

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CUSTOMER VIEW

The Customer view helps you to display the details of the Customers in the proxy dashboard in a card view.

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For the customer view choose the Primary label,secondary label,Avatar column,status column and Secondary Column.

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Gallery

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