Add a Field to a Flexcard (Managed Package)

For the managed package runtime, display data fields returned from a data source on a Flexcard. For example, display Policy information for an Account.

1. From the Flexcards tab, click a version of a Flexcard to open the Flexcard Designer.
2. To add a data field, from the Build panel, perform one of these tasks:

   • Click Fields to view the list of available data fields, and drag a data field into a state on the canvas.

   • Drag the Field element from the Elements list into a state on the canvas.

3. (Optional) From the Properties panel, update the element name in the Element Name field.
4. (Optional) Enter a visible label in the Label field.
   

   Note

   Beginning with Summer '21, Label supports concatenated strings. Combine plain text and supported merge fields. For example, {Label.AccountName}>{Name}.

5. (Optional) Add placeholder text in the Placeholder field.
6. (Optional) To set a data type, such as text and currency, select one from the Field Type dropdown. The default is Text.
   

   Note

   To configure additional properties for your selected Field Type, see Flexcards Field Properties (Managed Package).

   

   Important

   If you select Date as a Field Type, and the field element is a string that represents a date, make sure that the date value matches the user locale format. For example, if your date value comes from a Custom data source such as is [{"DOB" : "28-03-2015"}, and your locale is en_US, which has an M/D/YYYY format, because months only go up to 12, the number 28 won’t read properly. The final date is displayed incorrectly. Instead, if your application doesn’t require localization, update the format to match the string output, such as DD/MM/YYYY. Or select Text as a Field Type.

7. If you dragged the Field element from the Build panel, in the Output field, click into the field and select from the available data fields returned from the data source.
   

   Note

   Beginning with Summer '21, Output supports concatenated strings, such as {Name} + {Id}.

8. (Optional) When Date is selected for Field Type, you can enable Use Absolute Date to prevent converting the date based on the timezone when Format is updated.
   

   Note

   If the logged-in user's timezone isn’t the same as the timezone where the record was created, when Use Absolute Date is disabled, the date may display one day ahead or behind. For example, 12/16/2020 or 12/14/2020 instead of 12/15/2020.

   

   Important

   Don’t enable if Date is the Field Type and your field element returns a date as a string, such as data from a Custom data source that looks like [{"DOB" : "28-03-2015"}], and doesn’t match the defined format. This throws an error. See the notice in Step 6.

9. (Optional) Beginning Winter '22, to provide information about the field, enter descriptive text in Help Text.
10. (Optional) If your Flexcard is used on an application accessible across different locales, enable Use User Locale For Formatting to use the logged-in user's locale to determine the format of your date, time, and currency.
    

    Note

    By default, the Flexcard Author's user locale determines the format.

    

    Important

    Don’t enable if Date is the Field Type and your field element returns a date as a string, such as data from a Custom data source that looks like [{"DOB" : "28-03-2015"}], and doesn’t match the defined format. This throws an error. See the notice in Step 6.

11. (Optional) To add conditions that must be met for the element to display, see Add Conditions to a Flexcard Element (Managed Package).
12. (Optional) To style your element, click Style to open the Style panel, and see Flexcards Field Style Properties (Managed Package).

• Flexcards Field Properties (Managed Package)
  For the managed package runtime, field element properties are configurable in the Property Panel when you select a Field element in the Flexcard Designer. With the Field element, display data fields returned from a provided data source.