The 360-degree view presents a record as a set of cards rather than a list of raw attributes. Each view can include a display image, a title, a subtitle, and additional cards that surface individual attribute values or related records from the data model. For example, an Account record can display its key attributes alongside a table of the Contacts associated with it.
Until a 360-degree view is configured for an entity, its records appear in the standard layout. Once configured, records for that entity render as cards. An unconfigured entity shows a Configure 360° View button at the top of the record list.
Creating the View
1. Click on the Configure 360 View button.
2. On the setup screen, click Configure.
3. Set the top-level card fields:
- Display Image URL - the attribute used as the record's image. If the attribute holds an image, that image is displayed.
- Title attribute - the attribute used as the card's main heading.
- Subtitle attribute - the attribute displayed beneath the title.
- Additional Display attribute - any additional attributes you want to display
4. Click Add Now
Now to add cards, click the Add Card button from the top-right corner. You have two options available, Information Cards and Table Card.
Adding an Information Card
An information card displays the value of a single attribute.
1. In the configured view, click Add Card and select Information Card.
2. Choose the Title attribute to display and the Attribute to Display Data from.
3. Optionally select an icon.
4. Click Add Now.
5. The view will look something like this after adding Information Cards.
You can Edit an information card by clicking the Kebab menu on the card and then clicking Edit.
You can Delete an information card by clicking the Kebab menu on the card and then clicking Delete.
Adding a Table Card
A table card displays related records from another entity, for example, the Contacts associated with an Account.
Prerequisite: The entity you select for the table must have a true reference pointing to the entity you're building the view on. A true reference is a Reference-type attribute that resolves to another Syncari entity (for example, the Contact entity's AccountId attribute resolving to the Account entity). Only entities with a resolved reference appear in the entity list.
1. In the configured view, click Add Card and select Table Card.
2. Select an Icon.
3. Enter a Title attribute for the card.
4. Under Select Entity, choose the related entity to display, for example, Contact.
5. Under Filter Condition, set a condition to control which related records appear (for example, Business Phone [Phone] — Is Not Empty).
6. Click Add Now.
7. The view will look something like this after adding a Table Card.
Once a view is created, the top-level fields (image, title, subtitle) cannot be edited, but the cards below them can.
You can Edit a table card by clicking the Kebab menu on the card and then clicking Edit.
You can Delete a table card by clicking the Kebab menu on the card and then clicking Delete.
You can adjust the table columns using the Configure Table Columns option.
This allows you to change the order of the columns, show/hide all columns.
You can also create a new record by clicking the Create New Record option.
Now add the details and click Create Now.
Field Visibility
Administrators can control which fields are available in Business Studio. Any attribute can be hidden from Business Studio independent of its read-only or writable status. A hidden attribute can still be surfaced through a card, allowing administrators to determine which values are displayed to business users.
To hide an attribute in Business studio:
1. In Schema Studio, go to your selected entity and then click Attributes.
2. Select the attribute you want to hide and then click Edit Attribute.
3. Then select the Hide in Business Studio option.
4. Click Update Now.