Additional entity settings

16 min

highlighted relation entities 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\ ) relations can be hidden from user in dropdown list go to cms entity settings > relations and hide needed items only platform admin can see hidden items in dropdown list("hidden relations" section) highlighted properties introduction 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 settings for adding a property to "highlighted properties" 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 settings on the "highlighted properties" tab 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 example 1\ open cms the contact on the detail page 2\ open running processes highlighted relations tab 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 relation section 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\ ) example 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 dashboard section the button "+ add new dashboard section" will add a new dashboard section at the bottom of you current tab the section configuration has the following parts title of the section ("dashboard" on the screenshot); "load existing item" to select existing item for testing the dashboard settings with record data; the button "+ chart" adds a chart widget https //docs hyperportal org/charts to the section; the date field provides an ability to customize the dashboard with a selected time range; by default the dashboards use a computed time range that filters the data for charts https //docs hyperportal org/charts by in function of each entity item independently (createdat) for example, if you have a mail campaign workflow, you want to see the data in the chart form the moment that the workflow was lanuched until now you can always modify this setting if you have a use case where this preset isn't suitable "maximum height" can be used to adjust the section height example you can setup a process to send mail campaigns a common practice is to measure the result of a mail campaign afterwards this is done by creating a funnel chart, to compare how much of the sent emails were opened, clicked, and how many have bounced, etc now we can see all this statistic in same process run without having to create a new dashboard every time open the settings page of the process to send mail campaign add new tab and dasboard section press "+ chart" and do next settings as a result user can see all statistics for each process run at same place