【Zoho CRM】キャンバス機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回は「Zoho CRM アップデート情報」の中からキャンバス機能のアップデートをご紹介します。
新たに追加された「可変式ボックス」では、データの表示方法を柔軟にカスタマイズ可能です。画面サイズやデバイスに応じてレイアウトが自動調整されるため、より快適なユーザー体験が実現します。
【目次】
可変式ボックスとは
主要機能の詳細
より高度な可変式ツール
1.可変式ボックスとは
可変式ボックスをレイアウトに組み込むことで、高いカスタマイズ性と柔軟なデザインが可能になり、データの視覚化やユーザーインタラクションがより効果的に行うことができます。以下が可変式ボックスが備える主要な機能の概要です。
- レスポンシブ対応：さまざまな画面サイズに柔軟に適応
柔軟な配置調整：アイテムのサイズ変更や整列が自在
中央揃え：縦・横方向の中央配置に対応
均等な間隔：要素間のスペースをバランスよく調整
行・列レイアウト：要素を縦横どちらにも簡単に配置可能
2. 主要機能の詳細
レイアウト変更
可変ボックスでキャンバスのレイアウトを作成する際は、以下の３つから要件に応じてタイプを選択できます。
①縦 ②横 ③折り返し
手順ですが、まずは画面左側の「表示形式」を開きます。次に「可変式ボックス」の選択肢が表示されます。
「可変式ボックス」エリアをドラッグ&ドロップすることで、任意の場所にボックスを設置できます。
可変式ボックスの中をクリックすると、画面左に「スタイル」の選択肢が表示されます。「スタイル」をクリックして開くと、3パターンのレイアウト(縦・横・折り返し)からいずれかを選択できます。
自動調整
このツールを使うと、ボックスのサイズが内部要素に応じて自動的に調整され、最適なレイアウトが維持されます。
自動調整 適応前
自動調整 適応後
画面左にある「自動返信」 にカーソルを合わせ、設定をオンにしてください。
自動段組み
このツールを使用すると、可変式ボックスは列数に応じてアイテムを自動で配置し、重複を防ぎます。
アイテムの最小幅と最大幅の調整
要素のスケーリングを制御することで、レイアウト内の重要な情報が表示領域に最適に収まり、ユーザーが常に必要な情報にアクセスできる状態を維持します。
注意事項：可変式ボックスでは、「自動調整」と「自動段組み」の両オプションを同時に有効にすることはできません。両方を選択しようとすると、一方の設定が自動的に無効化されます。
3. より高度な可変式ツール
以下の可変式ツールを使用して、CRM画面のレイアウトと表示を柔軟に制御することができます
- アイテムの配置：要素を正確に整列し、統一感のあるプロフェッショナルなレイアウトを実現。
アイテム間の余白調整：フレックスアイテム間に均等な間隔を追加し、視認性と一貫性を向上。
アイテムハグ：コンテンツサイズに応じて要素を自動で拡縮し、スペース効率を最適化。
子アイテム：可変式ボックス内の要素の動作を制御し、柔軟なレイアウト調整を可能に。
最大幅：縦方向のボックス幅に合わせて要素を拡張し、シームレスなデザインを実現。
可変式に変換：複数の要素をワンクリックで可変式ボックスに変換し、構築の手間を軽減。
セクション／可変式への置き換え：デザインを崩さず、セクションと可変式ボックスの相互変換が可能。
いかがでしょうか。キャンバス機能を利用中のユーザーさんはぜひ試してみてください！
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