Field Settings

Preparations

As you can see in the maximized view in the example above, it is possible to do different settings on the card fields

  • Editable - for text fields and List fields you can choose if you like the field to be editable or not. In this example the fields Comment and Assigned To are editable

  • Link - for list fields you can choose to display them as links instead of text

  • Image - you can choose to show a picture. This is possible if you have added an image field in the search


Decide how you want your fields to be displayd on the card


To change setting on a field (Search Column Tab) - click edit on the field you would like to edit

Visibility

In the field Visibility you can see how the field will be displayed on the Card (see minimized and mazimized cards above)

  • Visible (fields with this setting will always be visible on the card)

  • Hidden when Minimized (field with this setting will only show when the card is maximized - This is the default setting)

  • Hidden (field with this setting will never show on the card, but can be used for calculations and other functions)

Hide Label

Hide Label
Mark checkbox Hide Label if you want to hide the fields label.

Usally used for

  • The first field on the board that is used as a card subject

  • Image Field

  • Progress Bar - Here the title will show in the progress bar

Editable

Editable
Mark checkbox Editable if you want to be able to edit a value directly on the card.

Only works for Field Type

  • Text fields

  • List/Records

Display Type

Display Type
In the field dispay type you choose how the field should be presented

  • Link - only works with List/Record fields. Gives the user an easy way to navigate to the record directly from the card

  • Image - only works for fields that are connected to a picture. In the search we often use employee : image or assignee : image or Salesrep : image

  • Text - Always works. This will display the value as a text value on the card

  • Progress Bar - Works if the field in the search contains a value between 0 and 100. See the Pipeline Board on the Welcome page as an example.

  • Mail To - Works if the field is an email address. If you click on the link it will take you to the Email form in NetSuite

Image

Image
A prerequisite is that the field in the search leads to a picture (assignee : image)

  • Display Type - Image

  • Image Width - Chose how big/small the picture should be on the card, 10% is usally good

  • Default Image -

      • Empty - if the field doesn´t have a picture no picture will show on the card

      • Camera - if the field doesn´t have a picture a picture of a camera will show

      • Initials for a person - if the field doesn´t have a picture it will show the assigned persons initials.

      • Unknown person - if the field doesn´t have a picture it will show an anonymous person

Ruler

Ruler
If you like a Ruler (Grey Horizontal line) on the card

  • Before - The ruler will show before this field

  • After - The ruler will show after this field

  • Before and After - The ruler will show both before and after this field

If you look at the minimized card below you will see that there is a ruler before the picture