Using board view

Avatar
Alica Kačengová

In the board view, you can work with your data records (rows) as if they were cards on a board. In addition, the board is divided into columns to allow grouping similar cards together.

Configuring the view

  1. Setting column headers

First, you need to choose a table column whose values will be used as headers of board columns. 

In the following animation, we choose State. That means that all cards with state Open will be in the Open column, all with In Progress state will be in the In Progress column etc.

The second option (Select table or link) is useful if you are working with linked collections.

Example: If there are tasks linked to projects, you might want to sort the tasks based on their project status. In the following animation, TASK-0004 is in the Proposed column because it is linked to a project which is in the Proposed state.

You can also choose a link name and cards with link attributes will be displayed.

  1. Adjusting the size

Choose card width that best suits your data.

Decide which ratio of attribute name to attribute values gives you the best experience (select 0:1 to hide attribute names).

  1. Choosing the attributes

Sometimes you don’t have to see all attributes on a card. Use the switches to choose which attributes should be displayed.

  1. Rearranging the columns

Drag and drop the columns to change their order.

  1. Displaying due dates

If there is an attribute with a deadline for the card, set it as Due date attribute and Lumeer will visually highlight the cards that are past due or due soon.

For some cards it’s not convenient to highlight them as past due (e.g. tasks that are already done). You can choose which columns represent Done state and past due warnings will not be displayed there.

  1. Choosing aggregation

Sometimes it’s useful to have an aggregated value from all the cards in a column. You can choose the attribute by which you want to aggregate and also the function (sum is the default).

Working with the data

  1. Adding new records

To add a new record (row) to the table, click on Create new record button located at the bottom of every column. 

Then pick the table where the new record will be created – in this case, we have only one option because there is only one table in the search bar.

  1. Editing existing records

Double click on the value you want to edit. After making the change, press Enter or click on the Save button.

Icons on the right side show what attribute type the value has.

If you hover over the card, three icons are displayed in the top-right corner:

  • show detail of the card
  • delete the card
  • mark the card as favourite (will move the card to the top in the Search view)
  1. Moving between columns

To move the card to a different column, simply drag and drop it from one column to another.