Additional entity settings
You can highlight specific relations for each entity, while all other relations will be displayed below the highlighted section. The highlighted relations will be displayed on the right side, positioned above the table (1). When you click the dropdown (1), a list of available relations will open for selection (2)
The "Highlighted Properties" feature provides the possibility for users to further customize their page layout. You can pin the most important properties of your CMS record or process in the right section.
- In the Entity CMS/Processes "Properties" tab
- Click on the white "Star" to add to the "Highlighted Properties" (1)
- Added property looks like a black "star" (2)
- If a property is hidden (4), the star will not be available (3)
- After adding all property that you need press the Save button (5)
- You can see all added properties in the "Highlighter properties" tab (6), each new "Highlighted" property will be added to the end of the list.
- Click and move to change the display order (1)
- Delete property from the "Highlighted properties" list (2)
- Toggle for turn on/off visibility property (3)
- If the property is "Off", it looks like this (4)
In the "Available properties" dropdown you can select/remove all properties on "Highlighted properties" tab:
- Every selected property that you add will be highlighted in blue color (1)
- Every not selected property that you add will be highlighted in white color (2)
- Every selected property will be added to the field (3)
To display "Highlighted Properties" on the details page, add at least 1 highlighted property.
1. Open CMS the contact on the detail page.
2. Open running processes
To set highlighted relations for an entity you need to go to the entity`s settings.
Then switch to the 'Highlighted relations' tab.
Then you can add or remove highlighted relations in the 'Available relations' field.
You can set if the relation will be highlighted by clicking on the switch button.
You can also change the position of the item by dragging it by the icon on the left.
The button "+ Add new relation" will add a new relation section at the bottom of you current tab.
The section configuration has the following parts:
- Select a definition/workflow (required field): here you can select one of the available relations which you want to see displayed in this section (1)
- Edit view: this option lets you customize how the relation is displayed. If you configure a specific view here, it will override the default view of that CMS entity/workflow. If nothing is set here, the default view will be used (2)
- Maximum height (in pixels): this setting controls the maximum height of the table in the section, meaning that the table will grow till it reaches this height. (3)
When you select a CMS entity/workflow (for example Organization), the title of the section (1) will automatically inherit the title of the relation (2).
After adding and saving the relation section, it will appear on the item detail page. By default, a filter will be applied with the condition: "Organization" is {current organization}, in this case it's HyperCharge because we're viewing it's detail page.
To verify this:
- Open an Organization entity.
- Open "HyperCharge" organization on detail page
- Navigate to the Relations section
- Locate the "Contact" associated with the "HyperCharge" organization.
