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.

Remember that field cards display only in desktop Anaplan, and not within the mobile app.

To add a field card:

  1. Open your board 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 designer dialog displays.
The card designer displays, with a menu panel on the left and a preview of the card on the right. The panel has text fields for Title and Description, a toggle for Horizontal layout, and drop-down menus for Link to a page and Choose module.
  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.
    Any fields selected display in the preview and context selectors display in the top right of the dialog.
    Optionally, configure the input fields.
The card designer displays, with a menu panel on the left and a preview of the card on the right. Under the Line items heading on the left, Employee Name and Annual Salary are selected. In the preview, the selected fields display.
  1. Click Add.
  2. Click Publish to save the field card to the board.
A board displays with a grid and a field card. The grid contains employee salary information. The field card is labelled Salary details and displays fields for Employee Name and Salary.