This article outlines the information on configuring a Record Card.​

There are two types of Record Cards:

• Card with Header – Allows adding a header title and sub-header field, in addition to fields, tags, and actions.

• Card without Header – Does not include a header section; only allows configuration of fields, cards, and actions.

• Media Card With Header – Allows to create a card with customisable sections and header, combining media and fields for rich content display.

• ​Media Card Without Header – Allows to create a card with customisable sections, combining media and fields for rich content display without the header.

You can configure either type of card from the Sprinklr Entity Studio. Additionally, Record Cards support JSON configuration, allowing you to modify the layout directly via JSON for advanced use cases.

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Creating a Record Card Layout with Header

Step 1: Access Entity Studio

• Click on the Entity Studio from the left pane of Sprinklr CRM Studios.

Step 2: Select the Entity from Entity Manager

• Search for the desired entity from the entity manager and click on the View button next to the Entity name.

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Step 3: Navigate to Card Layout

• You will be redirected to the selected Entity

• Choose Card Layout from the left pane.

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Step 4: Create Card Layout

• Click on Create Card Layout in the top right corner of the Record Manager. The Card Layout Details card appears.

Card with Header: Allows to create a card with a header title and sub-title, fields, tags and actions.
Card without Header: Allows to create a card with fields, cards, and actions without the header.​

Media Card with Header: Allows to create a card with customisable sections and header, combining media and fields for rich content display.

Media Card without Header: Allows to create a card with customisable sections, combining media and fields for rich content display without the header.

Once all the details are filled in the Card Layout Details, click on the Next icon at the bottom.

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Record Builder Overview

Click on the Next icon. The Record Builder window appears, where you will see configuration elements on the right pane, such as:

• Header

• Properties

• Actions

• JSON

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Header (In case of layout selected as Card With Header and Media Card With Header)

• You can either provide a dynamic or static title under the Header section.

• In the case of a static title, you can manually write the title and the title name will remain constant no matter which record you are accessing.

• In the case of a dynamic title, you can choose any of the fields of the entity from the dropdown. Now, click on the icon next to the title on the right.

• Click on the Current Record option from the dropdown. The list of fields will appear.

• Next, you can provide the sub-header field as well. Toggle On to add the sub-header. You can choose any field of the current entity from the dropdown.

• For example, if you choose the Account name, then that record’s name will reflect whose record page you have already selected.

• Similarly, if you choose the contact-mail field from the dropdown, then the record’s contact email will be reflected in the sub-header.

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Properties

Move to the next section, Properties on the right pane.

Section 1

• Add the desired Section title by toggling it on/off.

• Select Media to add media card and then select media source. Select Media Orientation and Media Width.

• Field Orientation: You can choose either of the field orientations – horizontal or vertical.

• Number of Columns: You can choose the desired number of columns. If you choose 2 columns, then there will be 2 columns where all the fields will be reflected. This is applicable for Vertical field orientation.

• Add Fields: You can choose the desired number of fields​.
  Example: Create Date, Owner, Modified Date, and Last Modified By.
  However, you can use multiple fields as per your requirement.

+ Add Section​

• Toggle On Section Title 2 if you want to add more sections to the record page.
  Example: Add section title as Banking Details.

• Field Orientation: Horizontal or vertical.

• Number of Columns: Choose the desired number of columns. This is applicable for Vertical field orientation.

• Add Fields: Example fields like Create Date, Lead Owner, and Contact Email.

Read-Only Toggle

• Make Card Read Only: You can only read the Card Layout details. You can’t edit the card layout details. If you toggle it off, you will also be able to modify the field’s value in the Record Page where this record card is being used.

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Actions

Move to the next tab, Actions. It consists of two types:

• Hover Actions → displays relevant action on hover

• Upfront Actions → includes a button in the header of the card.

Hover Actions

• Toggle it on if you want to enable Hover Actions.

• Button Name and Icon: Add desired button name and select icon from the dropdown list.

• Action Type: Choose from the dropdown, such as Open URL, Open Form, Delete, Open Third Pane, Open External URL, Update Custom Entity, or Initiate Guided Workflow.

• Example: Select Open Form Hover Action from the dropdown. Click on the Settings icon next to the Action Type.

• Select the desired Record Form from the dropdown that you have already created.

• Click the Save icon once selected.

• Entity Type: Select the entity from the dropdown. This controls the Record Forms that are available in the Settings screen.

• You can add multiple buttons under Hover Actions.

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Upfront Actions

• These are the actions that are visible upfront and include a button in the header of a card.

• Toggle it on if you want to enable Upfront actions.

Button Configuration:

• Button Type: Choose either Primary Text Button or Secondary Text Button.

  • Primary Buttons: Have the user’s focus and are highlighted.

  • Secondary Buttons: Less visually prominent.

• Button Name: For example, "Create Record".

• Action Type: Choose from the dropdown menu.

  • Example: Choose Open Form, then click on the Settings icon next to it.

  • A pop-up box appears to select the desired Open Form from the dropdown.

  • Click on the Save icon at the bottom.

• Entity Type: Select the entity from the dropdown. This controls the Record forms that are displayed in the Settings screen.

• You can add multiple buttons under Upfront Actions. Click on the Add button CTA.

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JSON

Note: In addition to UI-based configuration, JSON configuration is also supported.
This allows you to directly define the card layout using a JSON structure instead of the UI, which is especially useful for advanced or bulk configurations.

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Card Layout Without Header

• While filling in the Card Layout details, you need to choose the Card Layout as Card Without Header.

• The rest of the details, such as Card Layout Name and API Reference ID, will remain the same.

Record Builder for Card Without Header

• Click on the Next icon. This is how the Record Builder icon for the Record Page will be visible.

• It consists of the following elements in the left pane:

  • Properties

  • Actions

  • JSON

Differences from Card with Header

• The Header tab is not available in this layout.

• The Properties configuration remains the same.

• The Upfront Actions toggle is absent.

• The Hover Action toggle remains the same.

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