SwiftKanban Knowledge Base

Card Field Editor

Card field Editor (earlier known as Iform Editor) has been designed in a tabular format to ease the process of adding or modifying attributes for a card type. After you add a Card Type, you may add and modify card attributes by double-clicking the card type from the Card types list (Admin Settings >> Card Settings).

The Card Field Editor is divided into 4 tabs:-

1. Details: You can edit card name and description.

2. Fields – It is a tabular representation of the fields of that selected card type. Each row represents a field in the card. You can add, delete or reposition the fields just by clicking their respective buttons. You can also select to view or not view the field in the List view of the card type.

The existing fields in the card type are- Title, Description, etc. and metric-related fields. These are system fields or attributes that appear by default. You can add new fields and also modify fields.

3. Preview – You can get a preview of how the Detail view of a card type will look like after you add or remove fields in the card type. It consists of two types of preview-

4. Activity Log – The Activity Log maintains logs for every change, which will enable you to track the changes made in the configuration of card types.

Adding Custom Fields

Tips: We have an exciting in-app Learning Enabler, called Challenges that would help you learn and create a custom field interactively. Please navigate to Help & Support > Challenges from the top level menu and try out the Challenges.

To capture information based on your need, you can add new fields and configure them. On adding, the field will appear in the Detail view of the card.

For default fields (ID, Title, Description, Priority, Class of Service, Size, Current Owner and metrics-related fields), you cannot modify any fields, except the Include in List View option. Additionally, for the Description field, you can set it as Mandatory or Non-mandatory.

Note: Some default attributes like Id, Title, Description and Current Owner can’t be disabled.

To add and configure fields:

1. In the List of Card Types view, double-click the card type to which you want to add a field/attribute.

2. To add a field, click the Add icon. A blank field row is added below.

3. From the Available Field Types section in the drop-down, select the Field Type (for example, Integer) to the new field. The blank row now displays the Field Type i.e. New Integer Field in red.

Currently, seven field types are supported:

Field Type Maximum Number of Instances in a Card Type
Single-Line Text 10
Multi-line Text 10
Regular Text 40
Integer 50
Decimal 50
Boolean 25
Date 25

Note: If you select Multi-Line Text for a field, then that field will not appear in the card pop-up. But it will be displayed in the List View.

4. Click to select and define the field properties for the new field. Enter appropriate values to configure the field. The Field Type and List Position is displayed by default.

5. You can click the Preview tab on the toolbar to preview the modified layout of the card type.
6. Save it by clicking Save icon in the Side toolbar.

After you add custom fields for a card type in the Admin level, they will also be available at the Board level. You need to select them for that card type in the Board and enable them to be available. See the Design Card Sticky section on the Settings page

Delete Card Attributes

You may delete a card attribute i.e. a field even if their cards are created for that card type and text is entered in that field.You cannot delete default card attributes such as ID, Title, Description, Priority, Class of Service, Size, Current Owner, etc. and metrics-related fields.

To delete a card attribute:

1. Navigate to Admin  Settings>> Card Settings.

2. In the List of Card Types view, double-click the card type from which you want to delete a field/attribute. Select Fields section under the Card Field Editor view, all fields are listed.

3. Click the Delete Icon on the field row you want to delete as shown below. This deletes the field.

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