Creating a Custom Card

About Custom Cards

If one of the standard card types does not meet the application need, you can create a simple Custom card, which shows values in up to 10 slots.

Creating the Custom Card

Access the Custom Card Staging Area

  1. With the dashboard that you want to add the card to displayed, select Add Instance.

  2. Select Card, which opens the card staging area.

  3. Select Custom card (if not already selected) from the card type options at the left.

Select Points

For each slot that you want to fill with a point:

  1. Select Select Point, which makes the Device list and Point Selector appear.

    Note: The Point Slot tab is selected by default.

  2. Locate and choose the point.

    Note: If creating on a global dashboard , a drop-down menu is above the Device list and Point Selector. If you want to select a point from a different project, select that project from the drop-down menu first.

    Note: Below a device name, the information in gray text is the device type, as set in the device's profile (see Editing a Device Profile). Below a point name, the information in gray text is [parent device name]:[point ID].

    Note: Selecting a device from the Device list (left) narrows the Point Selector list (right) to show only the points in that device.

    Note: You can filter both lists by typing in Search Devices. You can also filter the Point Selector list by typing in Search Points.

    Note: As devices and points are filtered, the number of displayed devices or points out of the total (matching that criteria) is given at the bottom of each list.

    Note: To display more devices or points in a list, select Load More Devices or Load More Points (at the bottom of each list).

Add Text Slots (Optional)

  1. Select Select Point.

    Note: The Device and Point Selector appear, because the Point Slot tab is selected by default.

  2. Select Text Slot, which switches to a text editor tab.

  3. Type and format text and/or hyper-linked text, as you would in a simple word processor.

  4. Select Save.

Title and Size

  1. Enter a Card title.

  2. Choose a default Size Type from the dropdown menu.

Add to the Dashboard

  1. Select Add.

  2. Choose either Add to Top of Dashboard or Add to Bottom of Dashboard.