1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Pages
  4. Build with cards
  5. Card types
  6. Configure a field card

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.

To add or edit a card:

  1. Click Edit this page in the toolbar to open your page in designer mode.
  2. Optionally, add a new card.
    Read how to add a card to a board or a worksheet.
  3. Click the Configure button on a new card, or hover over your card and click .

To configure the field card:

  1. Optionally:
    • 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.
    • Configure context selectors.
  2. Select a module from the Choose module drop-down menu.
    Editable line items from that module display under the Line items heading.
  3. Toggle on the line items you want users to be able to edit.
    The selected field or fields display in the preview and context selectors display in the top right of the dialog.
    Optionally, configure the input fields.
  4. Click Add.

To position your card and publish it:

  1. Optionally, drag and drop your card to where you want it to display.
    • On worksheet pages, the Additional insights panel contains your cards.
    • On board pages, size and arrange your cards in rows and columns.
  2. When you're ready, save the page as a draft or click Publish.