Data Cards & Card Groups

Data Cards control how record summaries are displayed throughout Simply360. When viewing records in lists, search results, or referenced records, the Data Card configuration determines which fields are shown and how they are organized. Data Card Groups let you organize cards into logical sections.

What are Data Cards?

Every Data Collection has configurable Data Cards that define the "summary view" of a record. When you see a record referenced in a list, a search result, or a linked record field, you're seeing its Data Card.

Data Cards are distinct from Dashboard Cards, which are team-level dashboard widgets. Data Cards are collection-specific and control how individual records appear in compact form.

Accessing Data Cards

1. Navigate to Team Administration → Data Collections
2. Click on a Data Collection
3. Select the Data Cards tab

Data Card Groups

Data Card Groups organize cards into logical sections. Each group can contain multiple cards, and groups control the visual layout of the record summary:

• Group Name — Label for the section (e.g., "Contact Info", "Status")
• Display Order — Controls the order groups appear

Managing Card Groups

1. Go to the Data Cards tab of a collection
2. Click Create Card Group
3. Name the group and set its display order
4. Add individual cards to the group

Configuring Individual Cards

Each Data Card within a group displays a specific Data Field value. Configure cards with:

• Field — Which Data Field's value to display
• Label — Optional custom label (defaults to the field name)
• Display Order — Position within the group
• Icon — Optional icon next to the value

Where Data Cards Appear

Data Cards are used throughout Simply360 wherever records are displayed in compact form:

• List Data Views — Each record card in the list
• Search results — Record previews in search
• Linked records — When a record is referenced via a relationship Data Field
• Recently Changed — Recent activity displays on the Dashboard

Impact on Users

• Data Card configuration affects how all users see record summaries for a given collection
• Well-configured cards help users quickly identify records without opening them
• Cards respect Data Permissions — if a user can't access a field, that card element is hidden
• Changes take effect immediately for all users

Related Topics

• Data Collections Overview — Collection structure and components
• Managing Data Fields — Fields available for card display
• Creating Data Views — Views that display record cards
• Dashboard Cards — Team-level dashboard configuration (different from Data Cards)