SugarCRM SupportProduct GuidesSugar Versions10.010.0 UltimateSugar Ultimate 10.0 Administration GuideTile View Settings

Tile View Settings

Overview

Tile view allows users to visualize and engage with their cases, opportunities, tasks, and leads in an intuitive drag-and-drop interface. Users can drag tiles from one column to another to move a record from one status to another, or change the expected close dates on opportunities from one month to the next. Administrators can configure tile view to fit their specific business needs by enabling and disabling modules, changing the visible columns, and selecting the fields displayed in each tile via Admin > Tile View Settings. This page describes how to configure the tile views in Sugar.

For information on using tile view in Sugar, refer to the User Interface documentation in the Application Guide.

Note: Tile view functionality is supported for cases, opportunities, tasks, and leads, but not all user license types can access all of these modules. For more information on license types and the module functionality available for each type, refer to the User Management documentation. 

General Settings

Upon navigating to Admin > Tile View Settings, the tile view administration page's topmost section is labeled "General Settings". In this panel, you can enable and disable tile view access for the available modules.

General Settings Fields

The General Settings section for tile view administration contains the following field.

Field Description
Modules List Multiselect field used to enable and disable tile view access for supported modules

Enabling and Disabling Tile View

Use the Modules List field under General Settings to enable and disable access to tile view for users. By default, tile view is enabled for Cases, Opportunities, Tasks, and Leads.  

To disable tile view for a module, click the X next to its name to remove it from the Modules List field and then click "Save". To enable a module, click inside the Modules List field and select it from the list of supported modules. 

Please note that the order of the module names will also control the order that the modules appear in the Module Settings tab below. Simply drag and drop the modules into your preferred order and then click "Save". The next time you visit Tile View Settings, the tabs under Module Settings will appear in the order that the modules were saved.
TileViewSettings General Module Settings

Note: Tile view functionality is supported for cases, opportunities, tasks, and leads, but not all user license types can access all of these modules. For more information on license types and the module functionality available for each type, refer to the User Management documentation. 

Module Settings

The tile view administration page's lower section is labeled "Module Settings". In this panel, you can configure the available fields, field values, and columns shown for each module's tile view.

Module Settings Fields

The Module Settings section for tile view administration contains the following fields.

Field Description
Module (tabs) Use the Module tabs to navigate from one module's Tile View settings to another. Only the modules enabled in tile view's General Settings will be shown.
Table Header The field by which you want to group your tile view. The field's values will be used as columns across the top of the tile view. You may select any dropdown field.
Header Values

The Header Values section displays the field values for the field selected in the Table Header. Use drag and drop to move the fields between hidden and available and determine whether the field should be shown as a column:

  • Available Values : These field values will be used as column headers in the tile view.
  • Hidden Values : Records with these field values will not be shown in the tile view and the values will not appear in the header.
Tile Options Header Select the field whose value will be shown as the tile's clickable header. 
Tile Options Body Select the fields whose values will be shown in the tile's body beneath the Tile Options Header. Drag and drop the fields into the order that you want them to be listed.
Number of Records Displayed per Column Select the number of records that each column in tile view should load by default. Users will be able to manually scroll beyond this number of records to load additional tiles.

Configuring Tile View Column Headers

You can choose which field (e.g. Status, Priority) to group the tile view by for each module. The columns displayed in the tile view's header are determined by the values (e.g. In Progress/Closed, High/Low) of that field. 
TileViewSettings TileViewColumnHeaders2

Note: It is important to note that only dropdown fields are available to select for the tile view header columns.

To configure the tile view column headers, follow these steps:

  1. Navigate to Admin > Tile View Settings > Module Settings.
  2. Click on the tab for the module's tile view that you would like to configure.
    TileViewSettings ModuleSettings Tasks
  3. In the Table Header field, select the dropdown field that you want to group your results by. This field's values will be used as columns across the top of the tile view. 
  4. The Header Values section will automatically update with the values of the field you chose in the previous step. To hide a value from the tile view, simply drag and drop the value from the Available Values column to the Hidden Values column. Hidden values will not appear in the header and any records that contain a hidden value will be omitted from the tile view. All values in the Available Values column will appear as column headers in the tile view. 
    Note: If you add a new value to the selected dropdown field (e.g. Status) via Admin > Studio, the value will automatically appear in the Available Values column. You will need to click "Save" on the Tile View Settings page in order to have the new dropdown value appear as a column header in tile view. If you do not wish to add the new dropdown value as a column header, simply drag and drop the value to the Hidden Values column.
    TileViewSettings ModuleSettings HeaderValues
  5. To change the left-to-right order of the tile view column headers, drag and drop the values (e.g. Not Started, In Progress) up or down within the Available Values list per your viewing preference.
  6. Click "Save" to preserve your changes or proceed to the next section for steps to configure the appearance of individual tiles.

After saving the changes, there will be one column header for each value in the Available Values section. If there are no records that contain one of the Available Values, then that value's column will contain no records in tile view until a record has been saved with that value. 

Configuring Tiles

The following steps explain how to configure the individual tiles to show your preferred fields. Both stock and custom fields in the module (e.g. Tasks) will be available to add to the Tile Options Header and Tile Options Body fields to display in the tile view. As you change the tile-options fields, the Tile Preview in the Intelligence Pane will automatically update to reflect your current selections as shown below. 
TileViewSettings TileOptionsHeader

  1. Navigate to Admin > Tile View Settings > Module Settings and click on the tab for the module's tile view that you would like to configure. If you are continuing steps from the previous section, then simply proceed to the next step.
  2. Locate the Tile Options Header field and select the field that you want to use as the topmost line of the tiles. This is typically the Subject or Name field but can be configured as you please.
    TileViewSettings TileOptionsHeader Subject
  3. Next, select the fields that you want to appear under the Tile Options Header in the Tile Options Body field. You can drag and drop them into the order you want them to appear and see the Tile Preview update in real-time. 
    TileViewSettings TileOptionsBody
  4. Click "Save" to preserve your changes.

Last modified: 2020-06-10 15:15:37