BI Components on Object Detail Page

1. Web

The web object detail page supports the following BI components:

• Generic components: Chart.

1.1 Configuration flow

In Admin > Object Management > Standard Object Management / Custom Object Management, click the object name. Under Object Layout > Detail Page > Detail Page Layout, you can add or edit BI components for the object detail page on the web.

1.1.1 Chart

After dragging the Chart component, select previously created charts. You can select up to 10 charts per component.

Note: Sub-object refers to lookup relationship; Subordinate (From-object) refers to master–detail relationship.

• Component settings
  • Name: Edit the display name.
  • Height: Configure the height of the added chart component.
  • Auto height (table-style chart components only): Allow the component height to auto-adjust to the actual data.
  • Input mapping configuration:
    • Pass main attribute: When checked, the detail page’s main attribute will be passed to the chart’s data scope.
    • Receiving field: Choose a Dept./lookup/user/date field in the chart’s data scope to receive the passed value.
    • Passing field: Use a Dept./lookup/user/date field on this object as the input condition to pass into the selected receiving field.
  • Component display condition: Display the component only when specified conditions are met.
  • You can delete added components from the action area.

1.1.2 Dashboard

After dragging the Dashboard component, select a previously created Dashboard.

• Component settings
  • Reorder added Dashboards for display.
  • Add the same Dashboard again.
  • Delete added Dashboard components.
  • Configure whether the Dashboard height is auto-adjusting.
  • If a Dashboard component contains only one Dashboard, you can hide the title.

2. Mobile

The mobile object detail page supports the following BI components:

• Generic components: Chart, Dashboard.

2.1 Configuration flow

In Admin > Object Management > Standard Object Management / Custom Object Management, click the object name. Under Object Layout > Detail Page > Detail Page Layout, you can add or edit BI components for the object detail page on mobile.

There are two layout options for the mobile object detail page:

• Inherit web layout: No separate configuration required; uses the web layout.
• Independent layout: Customize the mobile layout as needed.

2.1.1 Inherit web layout

No separate configuration required; it inherits the web layout settings.

2.1.2 Independent layout

2.1.2.1 Chart

After dragging the Chart component, select previously created charts. You can select up to 10 charts. Available charts include Charts from this object Subject + Sub-object/Subordinate Subjects and Reports whose primary business module is this object.

Note: Sub-object refers to lookup relationship; Subordinate (From-object) refers to master–detail relationship.

• Component settings
  • Name: Edit the display name.
  • Component display condition: Display the component only when specified conditions are met.
  • You can delete added components from the action area.

Note: When a Chart component is placed on the object detail page, the object’s main attribute is passed to the chart’s data scope by default.

2.1.2.2 Dashboard

After dragging the Dashboard component, select a previously created Dashboard.

• Component settings
  • Reorder added Dashboards for display.
  • Add the same Dashboard again.
  • Delete added Dashboard components.