---
title: Configure right-sidebar record cards
description: Right-sidebar cards can give portal users quick access to related records or contextual destinations while they work with a primary record.
---

[Resources: Guides, Case Studies & Insights](https://digitalwoods.io/resources)

# [Configure right-sidebar record cards](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards)

 Written by [Admin](https://digitalwoods.io/resources/author/admin) | Sep 18, 2026, 7:54:58 AM

Right-sidebar cards can give portal users quick access to related records or contextual destinations while they work with a primary record.

## Plan the sidebar

- Choose the related information that helps a portal user understand or act on the primary record.
- Use one or two related-object cards when those slots are available in the selected record layout.
- Keep sidebar content concise so it supports the main record rather than competing with it.

## Configure a related-object card

- Open the intended HubSpot CMS page, select the WoodsPortal module, expand Dashboard, and enable Enable Right Sidebar.
- Under Right Sidebar Objects, choose the supported standard or custom objects for the sidebar.
- Enter a customer-facing card name and the object identifier when required.
- Choose the properties that help users identify and understand the related record.
- Use primary-company data only when it is part of the portal's intended access model.
- Apply a pipeline filter when the card should show only related records from selected pipelines.

## Configure contextual links

- Select a supported URL property when the card should open a related destination.
- Use an embedded frame only when the destination supports embedding and the customer experience has been tested.
- Use a normal or new-tab link when embedding is blocked or inappropriate.

## Test and troubleshoot

- Open a representative primary record as a portal user and confirm that the sidebar appears in the intended position.
- Confirm that related records respect association, pipeline, object, and property permissions.
- Test the empty state when no eligible related record exists.
- If a card is missing, confirm the selected object, relationship, pipeline filter, role permissions, and record-layout assignment.
- If a destination will not load in an embedded frame, switch to an allowed link behavior.

Figure: Enable the right sidebar, select its objects in the HubSpot CMS module editor, and verify related-record cards on a portal record.

[View full post](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards)

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