Board view should be installed on the low-level (source) board(s).
1. Once the board view is added, all mandatory settings should be established and saved.
2. Board View Structure
Left column – Items Configuration
Master Board for Items selection
Board selection from all boards within the account having the appropriate ‘master board’ recipe installed.
Historical Data Processing
Single select from two available options:
Mark (set by default): If established, items deleted, archived, or moved on the source board will be kept on the master board having the appropriate status applied.
Remove: If established, items deleted, archived, or moved on the source board will be removed from the master board.
Fields Mapping
Once the master board is selected, all columns from the master board (except the 7 required listed in point 2.a.i) will be listed and automatically mapped to the columns from the item level from the source board based on the columns’ name and type.
Mapping might be changed manually by selecting any other column with the same column type.
The Name column is matched automatically with no ability to change the mapping.
Right Column – Subitems Configuration
The structure and functionality are the same as described for the Item Configuration section, with the only difference being that subitems from the source board are taken into account here.
IMPORTANT: At least one subitem record should be presented on the source board, or the subitem view should be opened on the source board at the moment of the board view configuration to have subitem columns available for mapping. Otherwise, no subitem columns would be presented in the mapping section.
Save button
Once clicked, all established settings are applied (disabled until any changes are made).
Cancel button
Once clicked, all unsaved changes are declined (disabled until any changes are made).
