Risks card views (box types)

Owned by Anna Ciepłota
Last updated: Nov 20, 2024 by Magdalena Żaczek
3 min read

Contents:

Contents:

In this section, you can configure the default card views and inheritance settings of the selected box type. 

Keep in mind:

  • A box type contains the default settings applicable to multiple boxes (all boxes of a given type). Those settings are adjusted in box type administration.

  • Box configuration refers to the settings of a single, individual box. They are dependent on the box type settings. 

Please note that changing the configuration might disable (hide) settings or features in the box configuration (of an individual box) and within different modules.

Also, as modules can be renamed or deactivated, the module name in the side menu might change or not be shown at all.

Security and access

Only a user with the App admin security role can access and manage the box type configuration.

To access this page:

  1. Go to the App Administration > Box type > choose the box type you want to edit > Risks > Card views.

Screenshot of the Card views in the Risks module (box type configuration).

Inheritance mode

An inheritance mode applies to all boxes of a given type (both existing and newly created).

As a result, when the inheritance mode is set to inherited or own with inherited, the card views from upper-level boxes appear in the Card view drop-down in the Risks module.

Inheritance mode set to own

The own mode provides much more flexibility. When enabled:

  • You can define the default card views for all boxes of a given type. 

  • You can bulk update all existing boxes. The card views added in upper-level boxes are not inherited. 

  • The default views are set up when a new box is created but can later be adjusted for each box by a box admin (the default configuration can be manually overridden). 

Inheritance mode set to inherited only

The inherited only mode doesn't allow for making any changes directly in the sub-box configuration.

  • The card views are inherited from an upper-level box. 

  • The task card views page is not shown in the box configuration. 

  • Box admins can impact the sub-box by editing the card views directly in the configuration of an upper-level box (if they are also box admins for the upper-level box). As a result, users cannot save the modified card views, and sub-box admins cannot change the views in the box configuration since it is already preconfigured. 

Inheritance mode set to own with inherited

The own with inherited mode mixes the two.

  • A box admin can create new card views directly in the sub-box configuration.

  • The card views are inherited from the upper-level box (those views can only be edited in the upper-level box).

Default card views

Changes to the default card views apply to newly created boxes only.

To learn more about card views, see the Card view creator page.

You can set the default views when the inheritance mode is set to own or own with inherited. The default card views are automatically set up when you create a new box.

Screenshot of the default card views in the Risks module (box type configuration).

Expand the Current view drop-down menu to see the default card views in the Risks module.