Create cards to display data on records

Cards are containers of content on records that include data or actions specific to the record they’re on. When editing a record view, you can create custom cards to display information in the left sidebar, middle column, right sidebar, and preview sidebar of records.

This article outlines how to create cards to use on your records, including selecting the data they display. To learn more about customizing the layout and cards included on records, refer to this article. To understand how cards will appear when added to records, learn how to view and use cards in this article.

Create cards

Users must have Customize record page layout or Super Admin permissions to create cards and customize a record. If you have developer support, you can also create custom app cards with UI extensions (BETA).

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects, then select the object for which you’d like to create a card.
• To add cards on a record, click the Record Customization tab. To add cards to a record preview, click the Preview customization tab.
• Click the name of the default view or a team view. You can create a card in any view and it'll be available for use in other views.
• In the desired column, click Add cards.
• In the right panel, click Create card.

• Select the card type. Learn more about which card types are available in each column and how they'll appear on a record.
• Enter a title and internal name for the card. The card title is shown on the record, while the internal name is only visible when customizing the record.
• Depending on the card type, set up the card’s details:
  
  • Activity totals: select the direction of the activities to include in the total, either Inbound (from the associated contact) or Outbound (to the associated contact).
  • Association label list: select the associated object to display in the card (e.g., selecting Contacts will show the record's associated contacts), then select the labels to display in the list.
  • Association property list: select the object for which you want to show associations. Select up to 24 properties to display for the associated records, then set up filters or select associations labels to decide which associations will be shown. Select a property to sort the associations by and select the sort order, either ascending or descending.
  • Association table: select the associated object to display in the card (e.g., selecting Contacts will show the record's associated contacts), then select properties to display as columns in the association table, and select quick filters that will appear to filter the table's records. Each association table card can include up to 12 properties and five quick filters. Required properties (e.g., First name, Last name for contacts) and the Association label filter are included by default and count towards the limits.

• • Associations: for the right sidebar, select the associated object to display in the card, then select the properties to display on the card. To set how the associated records are sorted, select a property to sort by and select the sort order, either ascending or descending.
  • Association stage tracker: select the associated object for which you want to show stage progression, then select the properties to display on the card. To hide the properties on the card, toggle the Properties will show on card switch off. You can also add filters to decide which associations appear on the card.
  • Company summary: to hide a section, toggle the switch off. To customize which key tickets are shown, set criteria that decide which tickets to display. To set how the tickets are sorted, select the property to sort by and the order. Learn more about creating and using summary cards.
  • Data highlights: select the properties to display as highlighted properties. You can include a total of four properties.
  • Property date tracker: select the properties that decide the start date and end dates of the tracker. If needed, click Show more properties on this card to add properties to provide more context. Select a color for the tracker progress bar.
  • Property list: select the properties to display in the list. On the left and preview sidebars, you can include up to 50 properties. On the middle column, you can include up to 24 properties.
  • Quick actions: select an action type. To add more actions, click + Add action type, then select the type.

• • Report: select the single object report you want to display, then select how to filter the report on records. Select Associations to include data for the associated records of the record you're viewing, select Subject to include data for the record you're viewing, or select Unfiltered to include data across all records of that object, regardless of the record you're viewing. Depending on the object or report type, there are limitations to the data you can display.
  • Stage tracker: select the properties to display on the card. These properties are displayed by default. To hide the properties on the card, toggle the Properties will show on card switch off.

• • Statistics: select the object for which you want to show association data. Enter a name for the statistic, then select a property and the calculation for the property. For example, selecting Company, Days to close, and Average would show the average number of days for associated companies to close. Click + Add statistic to add another.

• To make a card conditional, in the Conditional display logic section, select a property that determines whether to display the card, then select the values that cause the card to appear. With conditional display logic set, the card will only appear on the record if the property has any of the selected values (e.g., show the Customer Details card if the contact's Lifecycle stage value is Customer).
• To view how your card will appear on the record, click Preview card. Select a record to preview how the data would appear on that specific record. If conditional logic is set up, the preview will still show the card even if the criteria for the selected record isn't met.
• Once you're done, click Save.

You can now add the card to your record views.

View and use cards on records

Once added to a view, learn more about how to view and use custom cards on a record.