In Strategic Planning and Architecture Management, selected cards are connected to Smart Views by default. When you open a Smart View from a card, it displays in read-only mode for quick insights, as shown in the image.
To access the full functionality, click Open in Repository in the top-right corner. This action opens the view in the Repository, where you can use full SmartView features, like filters and access to the underlying object definitions.
This article covers how Views behave in cards, how Admin users can connect or disconnect views, and how to navigate between linked views on the canvas.
Behaviors to consider
No objects returned
In the workspace, if an object definition exists but doesn’t have any object created for that specific object definition, it displays the following message,
Create at least one object under the specific object definition. Refer to the Create a new object article.
Objects not available
In the workspace, the system displays the following message if the object definition is missing, if a user without permission tries to access the object, or if another error occurs.
Make sure the object definition is enabled in your tenant. Refer to Manage Object and Relationship Definitions for more information.
After it’s enabled successfully, create at least one object under that object definition.
Object definition hidden in Display Settings
Object definition exists, but object definition is disabled in Account > Display Settings.
For instructions, refer to the Set up Visible Object Definitions article.
Connect or Disconnect Views in Cards
In Strategic Planning and Architecture Management, eligible cards are connected to a SmartView by default. Admin users can override this behavior by linking a card to a public view. Refer to the Home Page Guide for further information on roles and permissions in the cards.
Only dynamic cards can be overridden
Static cards and Home page cards cannot be overridden
Configurations are scoped per tenant and workspace
Connect a View (Admin Only)
To connect a public view to a card:
Click the three-dot menu on the card and select the Connect existing view option.
Search or browse from the available public views.
Select a view and confirm.
Once connected, a confirmation message appears, View connected successfully.
The card opens the selected view in the new editor. The default SmartView is now replaced with the public view.
Disconnect a View
To restore the default SmartView:
Click the three-dot menu on the card
Select Disconnect view
The card will revert to its original SmartView.
Navigate within views
Views in Strategic Planning and Architecture Management support interactive navigation. You can highlight linked elements, open connected views, and track your path with breadcrumbs.
Configure Toggle labels
NOTE: These settings replace the legacy behavior of persistent arrow indicators with a cleaner, interaction-based highlighting system.
This navigation is currently enabled on the Strategic Planning and Architecture Management page.
Open Strategic Planning or Architecture Management
Click on the Toggle labels
icon on the left side of the screenToggle on Highlight linked element
Your preferences are applied to the current view and will persist for all subsequent views you navigate to during this session.
Interact with linked elements
When you hover over a linked element or relationship, the border turns orange, and the cursor changes to a pointer.
To access the linked view or URL, double-click on the linked element.
NOTE: If the element is linked to a view, it opens in the same canvas; if it is linked to an external URL, it opens in a new browser tab.
When you select a linked element or relationship, it displays a blue selection border and a blue arrow.
If an element is connected to multiple resources, click on the element to open the dropdown.
NOTE: The resource selection dropdown has a maximum width of 420px and will adapt its size to accommodate long resource names.
Navigating with breadcrumbs
Breadcrumbs are currently enabled on the Strategic Planning and Architecture Management page once you have navigated past more than one view. The flow appears only if the views are connected to the card.
You can find the breadcrumb trail at the top left of the canvas.
To return to the previous view in your path:
Click the Back
iconOr click the view's name
NOTE: View names in the breadcrumb will truncate after 180px. You can hover over a truncated name to see the full title.
The canvas updates to display the selected view, and the breadcrumb trail updates to reflect your current position in the path.
Navigation behaviors
Path loops: If you open a view that is already present in your current breadcrumb trail, the path will truncate back to that earlier occurrence (for example, a path of A > B > C > B becomes A > B).
Path resets: The breadcrumb trail will reset if you navigate away from your current exploration path by either:
Opening the Start page,
Opening a View not connected to the previous one
Opening a different view using URL,
Persistence: Your breadcrumb path remains active if you refresh the page; it does not reset on a browser reload.