To configure a Card Grid with a split-view layout, enabling a structured overview of
items alongside detailed information for seamless navigation.
Expected output:
1st Step
Start by creating a new blank transaction page.
2nd Step
Click on Add Control and add a Card Grid.
3rd Step
In the Design section, set the layout to Split View.
4th Step
Configure the API section to connect the data source.
5th Step
Perform the necessary data mapping for the card grid.
6th Step
To attach a detail page on the right side:
Before configuring the action in the Card Grid, create a separate form
(e.g. Lead Detail) that will be attached via the dropdown in the action settings.
Configure the form by setting up the label and integrating the GET API to fetch the
required data, as demonstrated in the provided screenshots. Ensure the form design
and data binding are correctly aligned with the card grid's requirements.
7th Step
Configure the Action Settings
Go to the Action tab of the Leads form and add an action.
Select Action Type as Split View, and choose Form
as the Sidebar View Type.
Attach the specific form using the dropdown provided (e.g., Lead Detail)
to link the corresponding details view to the card grid.
In the Primary Key Field Name, enter the unique ID that will be used to
filter specific data from the table and display it on the detail page.
This ID must match the field mapped in the GET API of the detail page,
ensuring the correct record is fetched and displayed dynamically.
Additionally, you need to specify the Redirect URL of the page where the
form will redirect after submission. This ensures smooth navigation and an
appropriate user flow after completing the action.
To ensure it opens by default, navigate to the Advanced tab and enable
the Make as Default Action option.