Table of contents
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Contents:
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In this section, you can manage the Card Views card views of a given Boxbox. Card Views views allow you to create and configure different Risk Card risk card layouts to display task information using the Risks module.
Risk Cards cards display task attributes in rectangular cards. It is very convenient to move them around and change selected attributes by dragging and dropping or inline editing field values. Any Jira issue type can be displayed as a Risk cards a risk card in the Risks module as long as the Risks Probability probability and Risk Consequence consequence fields are populated.
Using the Template Creatortemplate creator, you can add different fields to the card and change the dimensions of the added field and the card itself.
Security and access
Only a user with a minimum Box box admin security role can access and manage the Box box configuration.
To edit the Card Views, go to Box design the card views:
Go to box configuration > Risks
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module
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> Card
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views.
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This configuration page will not be visible if the Risks type module is deactivated or the inheritance mode is set to "Inherited inherited only." |
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Adding new Card Views
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Add new card views
To add a new card view:
Go to box configuration > Risks module > Card views.
Click Add new card view.
Enter Summary.
Define Visibility. Set the visibility to
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Public if you want other users
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to select
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that view from the Card
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view drop-down.
For example: Mark wants to create his personal layout, so he can view the time-tracking progress on each card with available time estimates. He creates a new layout named "Mark's Card View':
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Optionally, provide a Description.
When ready, click Create.
Once created, the new view appears on the
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list
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.
To modify the layout,
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select the clickable name link in the
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Summary column
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.
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Use the Card
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view creator to design the card
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. Drag the fields
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from the list of available fields onto the card to add a new field
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.
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You can
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apply the new layout by selecting the layout from the Card
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view drop-down in the Risks module
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.
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Active
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card view
If you apply one of the available Views views from the Card View view drop-down, it becomes "Active" active, and a green check mark will show up appears next to its name. This means that this view will be applied whenever a user opens the module or returns to it.
Inheritance mode
The Card Views card views can be inherited by the sub-level Boxes boxes when the Inheritance inheritance mode is set to "Inherited inherited only" or "Own own with inherited" in the Box box type configuration. This way, every time you create new views or edit the existing ones, all available view views will be updated in the sub-level Boxes boxes as well.
To learn more about the inheritance mode, go to Risks Card Views in Box types.
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Edit views
To edit a card view:
Go to box configuration > Risks module > Card views.
Click the
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Details
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button.
Make changes to
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the
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Name, Visibility, or Description fields.
To apply changes, click Save.
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Duplicate card views
You can duplicate an existing layout and adjust it to you your needs. Click the 'Duplicate' button, and the App BigPicture will create a copy of a selected view:
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Deleting Card Views
To delete a Card View, click the 'bin' button. You can not delete the active view and, as a minimum, there must be .
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Delete card views
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You can’t delete an active view, and at least one view must be defined. |
To delete a card view:
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Click the Delete button next to a card view you want to delete.
To confirm, click Delete.
