1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Pages
  4. Board pages
  5. Add cards to a board
  6. Add a field card to a board

Add a field card to a board to focus the attention of users on a selected field or fields. Fields are linked to line items and enable users to edit the data value of the line item.

When a user enters a new value, the change is reflected in any related cards on the board and throughout the model.

To add a field card:

  1. Open your page in designer mode.
  2. In the Add card section of the side panel, double-click the Field tile, or drag it onto the board.
    By default, the card displays, full width, at the bottom of the board.
  3. Click Configure field on the field card.
    The Card configuration panel displays on the right-hand side.
  4. Optionally, in the Overview tab:
    • In the Title field, enter a title.
      A default title generates from the name of the view, but you can overwrite it.
    • In the Description field, enter a description of the card.
      The description displays in a tooltip when you hover your cursor over the icon in the top-left of the card.
    • In the Link to a page drop-down menu, select a page to link from the grid card's title.
      When you publish the page, the card Title links to the selected page.
    • Toggle Horizontal layout right to make fields display side by side instead of above each other.
      If there is not enough horizontal space for all fields, they display horizontally over multiple lines.
  5. Select a module from the Choose module drop-down menu.
    Editable line items from that module display under the Line items heading.
  6. Toggle on the line items you want users to be able to edit.
    Selected fields are configured in the Fields tab. Context selectors are configured in the Context tab.
  7. Optionally, In the Fields tab:
    • Label the individual fields that are displayed on the card. The default label is the list item name.
    • Set the number of visible line text lines, in the case of a text-type field. You can display up to 15 lines of text in the field. Any excess lines will be scrollable.
  8. In the Context tab configure context selectors.
  9. Click Add.
  10. Click Publish to save the field card to the board.