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. 

To edit cards, select Edit to open your page in designer mode.  

Select Save to save as a draft, or Publish to publish the page. 

Configure a field card

To configure your card:

  1. Select Configure field on a new card, or hover over your card and select Edit .
  2. 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. 
  3. Select a module from the Choose module dropdown.
    Editable line items from your selected module display under Line items.
  4. Toggle the line items you want users to be able to edit. 
  5. 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. 
  6. On the Context tab, you can configure context selectors.
  7. Select Add.

Rich text in field card

You can apply rich text in field cards on a board and on a worksheet. Page builders enable this option by switching on Enable rich text under Fields in the right hand panel.

Once enabled, you will be able to do the following:

  • Bold
  • Italic
  • Underline
  • Strikethrough
  • Left alignment
  • Center alignment
  • Right alignment
  • Justify
  • Bullet point list
  • Numbered list 

Content box size:

Use the Content box size dropdown option to set the field card box size to be either small, medium or large.

Warning: The rich text setting is only supported in user experience and report page PDF exports. Text added to this card displays as raw HTML in models and other exports.