Setting up Certinia Card Panels

There are two Certinia card panels:

• The FDN Cards Panel component enables you to add a single component containing multiple highlight and KPI cards to an object's Certinia Lightning record page.
• The FDN App Page Cards Panel component enables you to add a single component containing multiple KPI cards to any app page, such as workspaces.

You can clone and rename existing component configurations in the following component builders:

• Cards Panel Configuration Builder: For panel configurations to be used on object record pages.
• App Page Cards Panel Config Builder: For panel configurations to be used on app pages.

The configurations that you create in these component builders are displayed in a list in the Lightning App Builder for the relevant component.

You must have the Certinia Configuration Builders permission set assigned to you to use these component builders. You can also delete your own configurations.

To set up a cards panel configuration:

1. From the App Launcher, select Cards Panel Configuration Builder or App Page Cards Panel Config Builder, depending on the page type you want to create the configuration for.

   In the component builders, existing card panel configurations are displayed on the left and the Cards Panel configuration preview pane on the right.

2. To create a configuration, click New. The New Configuration window opens.
3. Enter a unique label for the panel. This is displayed in the My Configurations list and you can select this configuration when adding the component to the record page.

   When you click outside this field, the API Name field is populated.

4. [Optional] Edit the API name. This must be a unique name.
   Note: The combined character limit of the Prefix and API Name fields is 40 characters.
5. Click Save. The panel's configuration pane opens.
6. Select an object that the cards display metrics for.
7. Click Add Card in the empty card. The Add Card window opens.
8. Select the type of card to add. The relevant card configuration window opens.
9. Set up the card. See the related topics for information on how to set up each card component.
   Note: You can set dynamic thresholds for Highlight cards that use number and currency fields. This compares the card's value against a percentage of a reference field's value, and then applies the relevant threshold color. This is not available for KPI cards in the panel, nor any standalone cards of any type.
   Using Dynamic Thresholds

   To use dynamic thresholds:

   1. From the Threshold Calculation Type options, select Percentage.
   2. From Threshold Reference Field, select the relevant field.
   3. From the Greater Than Threshold Percentage field or the Less Than Threshold Percentage field, enter a percentage value as a whole number.
   4. From the Greater Than Threshold Color field or the Less Than Threshold Color field, select a highlight color.

   The following calculation is used:

   Card Value > (Threshold Reference Field * Greater Than Threshold Percentage) = Greater Than Threshold Color

   If the field selected from Card Value or Threshold Reference Field does not have a value, the card remains white, even if you set threshold colors.

10. To add more cards, either:
    • Clicking Add Card in the empty card.
    • Click between the cards.
11. [Optional] To reorder cards, drag a card to a new location in the panel.
12. [Optional] To edit a card, hover over the card and click , or double-click the card.
13. [Optional] To delete a card, hover over the card and click .
14. Click Save when you have completed the configuration of your panel.

Keyboard Controls

You can use the following keyboard controls in the component builders. When you are within a New or Edit window, the controls are limited to that window until you use Esc or commit a button action by pressing Enter when the button is selected.

Keyboard Controls for Component Builders

Shortcut	Usage
Tab	Moves to the New button, down the existing panel configurations, and then through the buttons, fields, and the editor in any selected configuration.
Shift-tab	Moves in the reverse order to Tab.
Enter	Opens the selected panel configuration. Opens a new card. Commits actions on buttons and fields in the card panel and edit windows.
Space	Enables you to add a card within the editor. Enables a selected card to be reordered. Commits actions on selected buttons and fields in the card panel and edit windows.
Up arrow	Selects the card or Add Card button on the row above the current card or Add Card button. When reordering cards, moves the card to the row above. The replaced card moves to the right. Replaced cards that are at the end of a row move to the start of the row below.
Down arrow	Selects the card or Add Card button on the row below the current card or Add Card button. When reordering cards, moves the card to the row below. The replaced card moves to the left. Replaced cards that are at the start of a row move to the end of the row above.
Left arrow	Selects the card or Add Card button to the left of the current card. If at the start of a row, selects the card at the end of the row above. When reordering cards, moves the card to the left. The replaced card moves to the right. Replaced cards that are at the end of a row move to the start of the row below.
Right arrow	Selects the card or Add Card button to the left of the current card. If at the end of a row, selects the Add Card button at the start of the row below. When reordering cards, moves the card to the right. The replaced card moves to the left. Replaced cards that are at the start of a row move to the end of the row above.
Esc	Escapes out of an edit window without saving changes. Cancels the card reordering action.