Manage cards on a worksheet

When you add a card to a worksheet, you can save it as a template and reuse it on other pages in the same app. You can also create cards on personal pages.

As a page builder, you can add multiple card types to a worksheet. You can also add tooltips to cards. For example, to provide instructions or information about its relationships.

To add a card:  

1. On the Additional insights panel, select the cog icon . 
2. On the Cards panel, drag and drop a card tile in the Additional insights panel.  
3. Select Configure to configure your card.

You can configure cards to display by default under the main grid. The most relevant data is immediately visible to users. 

To set a card to open by default, select the ellipsis > Set as open by default.