Dashboard Cards Reference

When configuring a dashboard, you select "Cards" to determine what functionality is available to the user. These cards are divided into Primary Cards (main content views) and Secondary Cards (supplemental widgets).

Primary Cards

These cards act as the main workspace for the form. If multiple primary cards are enabled, users can switch between them using the Switch View dropdown at the top of their dashboard.

Listings

This is the standard record view. It displays all records for the form that the user has permission to see (e.g., all students in their school or all staff in their department).

Records About Me

This card displays the standard "Listings" view, but automatically restricts it to show only records where the logged-in user is the subject.

Note: Unlike the global "All Records About Me" page, which provides a simple aggregated list of your records across all forms, this card is form-specific. This allows you to perform detailed tasks that are not possible on the global list, such as applying custom filters, configuring column layouts, or exporting data for this specific form.

Secondary Cards

These widgets appear below or alongside the primary content and provide additional context or tools.

Messages

Displays the rich-text announcements configured by the administrator. This is used for instructions, deadlines, or important updates specific to the form.

Metrics

Displays graphical charts and statistics related to the form data (e.g., "Number of Completed Records" vs. "Incomplete").

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