What's the Practical Difference Between Viewing a Connected Record as a Card and as a Superform?
In Jestor, the card format displays the connected record's information purely for viewing, while the superform lets you edit and save data directly from that screen, without needing to open the connected record.
Why this difference matters
Each process has different needs — sometimes the team just needs to quickly check a piece of data, and other times they need to update that information without leaving the flow they're working in.
Card format: when to use it
- Displaying information in a more visual, organized way
- Allowing or blocking the connected record from opening when clicked
- Ideal when the person only needs to view the data, not edit it
- Customizable with color, cover, and displayed fields
Superform format: when to use it
- Allowing direct editing of the connected record's fields
- Option to "update the parent record," which changes the data at the source
- Useful when the process requires updating data, like fixing a customer's name
- Recommended to use with care, only when it makes sense for the process
How to choose between the two in Jestor
- Edit the form and access the connected record field
- Under "display as," choose card or form (superform)
- If superform, decide whether editing can update the source record
- Save and validate the behavior on the card
Process automation with fewer clicks
This choice between card and superform reduces manual steps in process automation: operations teams can decide, field by field, where it's worth allowing direct editing and where it's better to keep view-only.
Table Summary
| Format | Editable? | Best for |
|---|---|---|
| Card | Not by default | Quickly checking information |
| Superform | Yes | Updating data without opening the full record |
Video Tutorial: Step by Step
Video: Connected of Connected of Connected... Right From Your Card — video tutorial showing this feature in practice, right inside the Jestor interface.
Frequently Asked Questions
Does the card format allow editing the connected record? By default no, it's more focused on viewing, but it can be set up to open the full record.
Does the superform always update the source record? Only if the "update parent record" option is enabled in the field settings.
Can I use both formats on the same card, in different fields? Yes, it's possible to combine card and superform across different levels on jestor.com.
Get to Know Jestor
With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.