Configuring a Card (Managed Package)

For the managed package runtime, to configure a card on a layout, set these optional properties:

1. To create a new version of a card, click Create Version. The new version is added underneath the current card. Creating a version of the card creates an exact copy of the card with a Version equal to the latest version number plus one, such as Version 2. See Cards Framework Versioning (Managed Package).
2. To filter the output of the returned data from the data source:

   1. In the Filter section of the card, click + Add Filter.

   2. In the first column's input field, enter the name of a field returned from the data source. For example, ['AccountName']. To view available data fields to filter, click View Data in the card or the card layout.

   3. In the second column's input field, enter the value to filter. For example, Acme.

3. To configure a card to store data from the data source, or to enable additional features from a card template, in the Card Session Variables section, click + Add Session Variables to enter a variable Name and Value.
4. To use metatags to enable search engine optimization (SEO) options in your metadata, click +Add Metatags. The metatags feature enables the layout to write metatags to a page header. Available card metatags are:

   • author

   • description

   • keywords

   • viewport

   The metatags are inserted after a layout or card loads, whether or not the data source is set.

   Vlocity recommends that you replace metatags with the same name. Do not duplicate metatags. Web crawlers ignore duplicate tags.

5. Select a data source for the layout in the Data Source field.

   The data source holds the master query that returns results in a JSON structure for cards in the layout. For example, you might query every policy associated with an account, then create a card for each policy type. For more information on how to configure a data source and to see a complete list of data sources, see Configuring Data Sources.

   

   Note

   Cards can have data sources different from the layout data source.