SugarCRM SupportProduct GuidesSugar Versions11.011.0 SellSugar Sell 11.0 Administration GuideTile View Settings

Tile View Settings

Overview

Tile view allows users to visualize and engage with their 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. 

Tile View Modules

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

Tile View Modules Fields

The Tile View Modules section for tile view administration contains the following field:

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

Enabling and Disabling Tile View

Use the Enabled Modules field to enable and disable access to tile view for users. By default, tile view is enabled for Opportunities, Tasks, and Leads.

To disable tile view for a module, click the X next to its name (e.g. Tasks) to remove it from the Enabled Modules field and then click "Save". To enable a module, click inside the Enabled Modules 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.
TileView EnablingDisablingTileView 10.1

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 select the field whose values will be used as columns as well as configure the available field values, tile fields, and tiles displayed per column for each module's tile view.
TileView ModuleSettings

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 the Tile View Modules section will be shown.
Select the field whose values will be used as columns 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.
Drag and drop to set available columns and their order

The field values for the field (e.g. Status) selected in the first dropdown option will display in the Available Values column. Use drag and drop to move the field values between hidden and available to determine whether the value will be used as a column in tile view:

  • 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 Header Field Select the field (e.g. Subject) whose value will be shown as the tile's clickable header. 
Tile Body Fields Select the fields whose values will be shown in the tile's body beneath the tile header field (e.g. Subject). Drag and drop the fields into the order that you want them to be listed.
Tiles displayed per column Select the number of tiles that each column in the 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

In the Module Settings section, you can select the field (e.g. Status, Priority) whose values (e.g. Not Started, In Progress) will be used as columns in the tile view as shown in the image below. 
Note: It is important to note that only dropdown fields are available to select for the tile view column headers.
TileViewSettings TileViewColumnHeaders2

Use the following steps to configure the tile view column headers:

  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 dropdown field below the module tabs, select the field (e.g. Status) whose values will be used as columns in the tile view. 
  4. The Available Values list below will automatically update with the field values for the field you selected 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 as columns in the tile view 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.
    TileView ConfigureTVColumn
  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 list. If there are no records that contain one of the Available Values, then that value's column will contain no records in the 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 Header Field and Tile Body Fields to display in the tile view. Please note that as you change the tile-options fields, the Tile Preview in the Intelligence Pane will automatically update to reflect your current selections.

Use the following steps to configure the individual tile header and body: 

  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 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.
  3. Next, select the fields that you want to appear under the tile header field in the Tile Body Fields. You can drag and drop them into the order you want them to appear and see the Tile Preview update in real-time. 
    TileViewSettings ConfiguringTiles
  4. Click "Save" to preserve your changes.

Last modified: 2021-02-16 16:35:29