Add a field card to a page 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 related fields in the grid, in any related cards on the page, and throughout the model.
You can add a field card to a board or worksheet page, or the Insights panel of a report page.
You must open your page in designer mode. Select Edit this page .
You can save your work at any time. Select Save to save as a draft. When you're ready to publish, select Publish.
To configure your card:
- Select Configure field on a new card, or hover over your card and select Edit .
- On the Overview tab of the Card configuration panel, you can:
- Enter a Title and Description for your card.
- Link the card's title to a page from the Link to a page dropdown.
- Toggle Horizontal layout right to make fields display side-by-side.
If there's not enough horizontal space for all fields, they display horizontally over multiple lines.
- Select a module from the Choose module dropdown.
Editable line items from your selected module display under Line items. - Toggle the line items you want users to be able to edit.
- On the Fields tab, you can:
- Label the individual fields that display on your card.
The default label is the list item name. - Set the number of visible text lines for text-type fields.
You can display up to 15 lines of text. Additional lines are scrollable.
- Label the individual fields that display on your card.
- On the Context tab, you can configure context selectors.
- Select Add.