Configuring Headline Cards

You can view and configure a full list of headline cards for the objects in your active capture configuration.

Note:

When you edit a headline card, you cannot reset it back to its standard default, other than by deleting local storage, which may affect stored information, such as login details, or other automatically populating information.

We support numeric data type values in headline cards. We provide limited support for text data types which may contain numeric values that will then be converted to numeric types, so that you can apply the Average and Sum action types. For more information about actions you can apply to headline fields, see Configure Headline Card Fields.

To configure a headline card:

1. On your project, from the Managed Versions related list, click Compare Version.
2. Click Setup on the Compare Versions page.
3. Click the Headline Configuration tab.
4. View a list of objects on your active capture configuration that you can configure headline cards for.
5. Select an object headline in the Name column.
6. Complete the fields as described in Configure Headline Card Fields.
7. Click Save.
   Your changes are saved on the machine and browser you are working on.

To delete a headline card row:

1. Select an object headline in the Name column.
2. Click Clear on the row you want to remove from the headline card.
3. Click Save.