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Add a Data Source to a Card

Certain card types allow an administrator to add a data source that can be used to control what content is seen by users.

  1. In the App Menu, select Community Hub Setup.
  2. In the tab bar, click Pages.
  3. In Page to configure:, select the page you want to customize.

  4. Click Edit next to the card you want to customize.
  5. In Data Source, select the data source to display information on the card.
  6. In Field Set, select the field set containing the fields you want to display on the card or click Add to create a new one.

    The field set must include only fields referenced in the SOQL query used by the data source.

    Create a Field Set...

    1. Enter a value in Field Set Label.
    2. Enter a value in Field Set Name.
    3. Enter a value in Where is this used?.
    4. Click Save.
    5. Click and drag fields from the palette into the In the Field Set area in the order you want them to appear on the card.

    6. Click Save.
    7. In your browser, close the Field Sets tab and click the previous tab.
    8. Click Field Set Refresh next to Field Set and in Field Set, select the field set you just created.
  7. Click Save.

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