BI Components in Object Detail Page

Web Version

The BI components supported on the web version’s object detail page include:

• General Components: Charts.

1.1 Configuration Process

Navigate to Admin Console > Object Management > Preset Object Management/Custom Object Management, click the object name, and configure the BI components under Layout > Detail Page > Detail Page Layout when creating/editing the object detail page on the web version.

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1.1.1 Chart

After dragging the Chart component, select a pre-created chart. You can choose up to 10 charts at a time.
Note: Sub-object refers to lookup relationships, while Sub-object refers to master-detail relationships.

• Component Settings
  • Name: Modify the display name.
  • Height: Configure the height of the chart component.
  • Auto-adjust Height (for table-type charts only): Enable to adjust the component height based on actual data.
  • Rule Configuration:
    • Pass Primary Attribute: When enabled, the primary attribute field from the detail page is passed to the chart’s data scope.
    • Target Field: Select a field in the chart’s data scope (e.g., Dept., lookup, user, or date fields) to receive the passed value.
    • Source Field: Pass a field from the current object (e.g., Dept., lookup, user, or date fields) as a condition to the selected target field.
  • Display Conditions: Set conditions to control when the component is displayed.
  • Operations: Delete the added component in the action area.

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1.1.2 Dashboard

After dragging the Dashboard component, select a pre-created dashboard.

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• Component Settings
  • Reorder added dashboards.
  • Add more dashboards.
  • Delete added components.
  • Enable auto-adjust height for dashboards.
  • Hide the title if only one dashboard is added.

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Mobile Version

The BI components supported on the mobile version’s object detail page include:

• General Components: Charts, Dashboards.

2.1 Configuration Process

Navigate to Admin Console > Object Management > Preset Object Management/Custom Object Management, click the object name, and configure the BI components under Layout > Detail Page > Detail Page Layout when creating/editing the object detail page on the mobile version.

The mobile layout offers two modes:

• Sync with Web Layout: No separate configuration required; inherits the web layout.
• Custom Layout: Configure the mobile layout independently.

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2.1.1 Sync with Web Layout

No separate configuration required; inherits the web layout.

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2.1.2 Custom Layout

2.1.2.1 Chart

After dragging the Chart component, select a pre-created chart. You can choose up to 10 charts from the current object’s Subject + Sub-object/Sub-object Subject Charts or reports where the main business module is the current object.
Note: Sub-object refers to lookup relationships, while Sub-object refers to master-detail relationships.

• Component Settings
  • Name: Modify the display name.
  • Display Conditions: Set conditions to control when the component is displayed.
  • Operations: Delete the added component in the action area.

Note: The chart component automatically passes the object’s primary attribute as the data scope when added to the detail page.

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2.1.2.2 Dashboard

After dragging the Dashboard component, select a pre-created dashboard.

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• Component Settings
  • Reorder added dashboards.
  • Add more dashboards.
  • Delete added components.

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