Table of contents
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The Card View Creator allows you to design and preview the Card Views used by the Board and Risks modules.
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We recommend using the 'Built-in" type of fields, which display field values from all synchronized fields in Jira and connected tools. For example, the "Start date" built-in field shows the date values from all fields mapped as the start date in the Task configuration and from connected tools such as Trello. |
Security and access
Only a user with a minimum Box admin security role can access and manage the Box configuration.
To design the Card Views, go to Box configuration > Risks or Board type module ('Risks' and 'Board' are the default module names used) > Card Views > select the clickable name link.
Card and field dimensions
You can change the card dimensions by adding or removing rows. While there is no limit on the number of rows, keep in mind remember that the more information a task card displays upon loading, the more it affects the App's performance. Also, the larger the size of the card, the fewer cards you will be able to display in a single view. However, you can solve this problem by creating multiple Card Views with different settings and simply switching between your custom layouts as required.
To add a new row, click the "+" button at the bottom of the card. To remove the row, click the bin icon on the right side of the card:
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You can also change the dimensions of the field areas on the card.
To change the field area, use the "..." icon, which appears when you click on one of the field areas. 
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Adding fields to the card
To find the fields you want to include on the Card, scroll through the list of available fields or use the search box.
To add a field, use drag-and-drop and drop it in the green shaded area of the card. Some fields, such as Icon, Assignee, or Priority types, can be added to the side columns.
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Field configuration
Fields can have different types, which is very important essential as it determines what additional display settings you will be able to can configure.
For example, the Status field can be displayed as:
Description
Lozenge
The Assignee field can be displayed as:
Icon
Name
Icon and name
To change the display options, click the 'cog' icon next to the field:
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Once the card is ready, click on the "Save" button to save the changes.
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Card preview
To preview the card, click the Preview button and use the search box to find a task by starting to type in the Summary or Issue key.
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