# Flexcard layout elements for role-based information

*Omnistudio Consultant Study Guide · Flexcards · Last updated October 27, 2026 · https://www.certifyforce.com/study-guide/omnistudio-consultant/flexcards/flexcard-layout-elements-for-role-based-information*

Which Flexcard element fits each display or input need (Field, Block, Data Table, Chart, Menu, Date, Toggle), how child Flexcards combine several data sources on one card, why Repeat Records multiplies charts and tables, and how custom permissions and User context variables tailor a card to the viewer.

- Certification: Salesforce Omnistudio Consultant
- Exam section: Flexcards
- Study guide: https://www.certifyforce.com/study-guide/omnistudio-consultant

**Official exam objective:**

> Guide in designing Flexcards to display relevant information from multiple data sources using existing or available elements (inputs, menu, data tables, charts, etc.) ensuring the data is presented clearly and logically based on the user's role and context.

## What the exam expects

- Recommend the display element for each need: Field and Block for a header, Data Table for sortable paged lists, Chart for summaries, Menu for many actions, Text for static text with merge fields.
- Recommend input elements such as Date, Toggle or Typeahead when users must enter or choose values on the card.
- Combine several data sources on one card with child Flexcards and attributes.
- Explain why a chart or table repeats and which setup option prevents it.
- Tailor a card to the viewer with custom permissions and User context variables such as userAccountId.

Key terms: **display element** (shows data or runs actions), **input element** (captures a value into the card's data JSON), **child Flexcard** (a card embedded in another card), **Repeat Records** (one card container per record), **User context variable** (properties of the logged-in user, such as {User.userAccountId}).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Field element | Displays data source fields; doesn't accept entry | [Get Started with Flexcard Designer](https://trailhead.salesforce.com/content/learn/modules/omnistudio-flexcard-fundamentals/get-started-with-flexcard-designer) |
| Input elements | Update the card's data JSON and can trigger actions | [Get Started with Flexcard Designer](https://trailhead.salesforce.com/content/learn/modules/omnistudio-flexcard-fundamentals/get-started-with-flexcard-designer) |
| Data Table paging | Page Size and Page Limit add numbered page links; no page size shows all records | [Show Data in a Table](https://help.salesforce.com/s/articleView?id=xcloud.os_add_a_datatable_to_a_flexcard_29717.htm&language=en_US&type=5) |
| Clickable table field | Not supported; use row selection plus an event listener with {action.result.X} | [Show Data in a Table](https://help.salesforce.com/s/articleView?id=xcloud.os_add_a_datatable_to_a_flexcard_29717.htm&language=en_US&type=5) |
| Chart colors | More than six values repeat the palette colors | [Add a Chart to a Flexcard](https://help.salesforce.com/s/articleView?id=xcloud.os_add_a_chart_to_a_flexcard_28722.htm&language=en_US&type=5) |
| Repeat Records | True by default; deselect for tables, charts and children with own sources | [Test and Activate Flexcards](https://trailhead.salesforce.com/content/learn/modules/omnistudio-flexcard-fundamentals/test-and-activate-flexcards), [Configure Flexcard Settings](https://help.salesforce.com/s/articleView?id=xcloud.os_set_up_a_flexcard_in_the_flexcard_designer_37646.htm&language=en_US&type=5) |
| Multiple data sources | Embed child Flexcards with their own data sources | [Explore Key Flexcard Features](https://trailhead.salesforce.com/content/learn/modules/omnistudio-flexcard-fundamentals/explore-key-flexcard-features) |
| Parent attribute | Child reads it as {Parent.attributeName} | [Embed Flexcard in a Flexcard](https://help.salesforce.com/s/articleView?id=xcloud.os_embed_flexcard_inside_another_flexcard_29030.htm&language=en_US&type=5) |
| Card custom permissions | Comma-separated; blank means everyone; visibility only | [Configure Flexcard Settings](https://help.salesforce.com/s/articleView?id=xcloud.os_set_up_a_flexcard_in_the_flexcard_designer_37646.htm&language=en_US&type=5) |
| {User.userAccountId} | Id from the logged-in user's Account lookup | [Flexcards Context Variables](https://help.salesforce.com/s/articleView?id=xcloud.os_flexcards_context_variables_42922.htm&language=en_US&type=5) |

## Check yourself

- Why should Repeat Records be off for a card whose Data Table lists all of an account's cases on Standard Runtime?
- When should a consultant recommend a child Flexcard with its own data source?
- When a Standard Runtime Data Table has Page Size set but fewer pages than Page Limit, what appears?
- When would a consultant read a value with {Params.fieldName} instead of {recordId}?
- What does leaving the card's custom permissions blank mean?

## Sources

- [Get Started with Flexcard Designer](https://trailhead.salesforce.com/content/learn/modules/omnistudio-flexcard-fundamentals/get-started-with-flexcard-designer)
- [Explore Key Flexcard Features](https://trailhead.salesforce.com/content/learn/modules/omnistudio-flexcard-fundamentals/explore-key-flexcard-features)
- [Show Data in a Table on a Flexcard](https://help.salesforce.com/s/articleView?id=xcloud.os_add_a_datatable_to_a_flexcard_29717.htm&language=en_US&type=5)
- [Add a Chart to a Flexcard](https://help.salesforce.com/s/articleView?id=xcloud.os_add_a_chart_to_a_flexcard_28722.htm&language=en_US&type=5)
- [Group Actions in a Menu on a Flexcard](https://help.salesforce.com/s/articleView?id=xcloud.os_add_a_menu_to_a_flexcard_30859.htm&language=en_US&type=5)
- [Configure Flexcard Settings](https://help.salesforce.com/s/articleView?id=xcloud.os_set_up_a_flexcard_in_the_flexcard_designer_37646.htm&language=en_US&type=5)
- [Embed Flexcard in a Flexcard](https://help.salesforce.com/s/articleView?id=xcloud.os_embed_flexcard_inside_another_flexcard_29030.htm&language=en_US&type=5)
- [Flexcards Context Variables](https://help.salesforce.com/s/articleView?id=xcloud.os_flexcards_context_variables_42922.htm&language=en_US&type=5)
- [Test and Activate Flexcards](https://trailhead.salesforce.com/content/learn/modules/omnistudio-flexcard-fundamentals/test-and-activate-flexcards)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Omnistudio Consultant pack (USD $19): https://www.certifyforce.com/practice-exams