Configure the fields on a record card in Connect
When a record is either linked to or created from a Connect Chat conversation, the details of the record display as a card in the chat window.
Before you begin
Role required: admin
About this task
The card view only applies to the full Connect Chat page and the end-user view of Connect Support conversations.
Procedure
- Select the menu icon (
Image omitted: IconMenu.png
Menu icon\) on any of the column names of the incident list view.
Menu icon\) on any of the column names of the incident list view.
- Right-click on the column name and select Configure > List Layout.
Image omitted: list-layout-screenshot.png
Screen shot of list layout example
Screen shot of list layout example
- On the Configuring Incidents List screen, select New from the View name list.
Image omitted: config-incidents-list-screenshot.png
Screen shot of Configuring Incidents List
Screen shot of Configuring Incidents List
- In the Create New View dialog, enter
Connectin the View name field.
Image omitted: create-new-view.png
Create new view dialog.
Create new view dialog.
For more information on creating a form view, see [Create and delete views](../../platform-user-interface/create-delete-view.md) .
You cannot remove the Author or the Updated fields from the card regardless of whether they are on the view or not. The card always shows the Short Description field in the top even if it is in a different order in the list.
- Choose the fields that you want to display on the Connect card and select Save.
Image omitted: configure-card-screenshot3.png
Screen shot of Configuring Incidents List
Screen shot of Configuring Incidents List
- Validate that the card displays the fields in a Connect Chat conversation.