Board Element

Displayed Data

Form

You can choose the required form from the list 
Note: You can't choose to display an integration form here.

Group by

Choose a field in the selected form to group your records. This field determines how the data is segmented into separate panels to display meaningful comparisons or rankings. Supported field types are dropdown, radio button, checkbox, or decision box field.

Criteria

All records
Selected records

Ranking

Enable ranking to arrange records based on a selected field and order.

Once ranking is enabled, you can customize the:

• Aggregate values

• Order

• Panel limit
  

Aggregate values:

• Sum - The sum value of all the entries made in a form field (Supported field types: Number, Percent, Decimal, Currency, Prediction, OCR, Integration)

• Minimum - The minimum value of all the entries made in a form field (Number, Percent, Decimal, Currency, Time, Date-Time, Prediction, OCR, Integration, and system fields such as Added Time, Modified Time)

• Maximum - The maximum value of all the entries made in a form field (Number, Percent, Decimal, Currency, Time, Date-Time, Prediction, OCR, Integration, and system fields, such as Added Time or Modified Time)

• Average - The average value of all the entries made in a form field (Number, Percent, Decimal, Currency, OCR, Prediction, Integration)

• Count - The count of the records entered using a form. You can either display the overall count or use a criteria to show a filtered count.

• Distinct Count - The count of the unique field values found in the records entered using a form. For example, say you've chosen a Office Location dropdown field while configuring a distinct count. A total of thirty records have Boston, Texas, Phoenix, and Japan (4 unique values) as the office locations repeatedly. Then, the distinct count value displayed on the board will be 4.

Note: The following fields are not available for distinct count: Multiselect, Checkbox, Subform or subform fields, Add Notes, Section, Lookup (only when the display format is chosen as Multiselect or Checkbox). 

Board Element

Displayed Data

Layout type

Choose how to display your boards.

• List - It will be listed down one after the other
  

• Carousel - It will be shown like a slider horizontally
  

Panels per row

Select how many panels appear in each row.

Note: This is applicable only in the List layout type. If the specified number is more than one, the data will be presented in a grid format.

Background

Set a color or image (with scaling and alignment options).

• Color

• Image source - The image can be sourced from:

• My library - Images from your local storage (jpeg, jpg, png)

• Weblink - Images from a public URL

• None - No background image

• Scaling

• Alignment

Board Element

Displayed Data

Background

Choose a color or an image from the color picker

Padding

Set the width of the whitespace between the content area and its border

Panel gap

Define the space between the panels

Display data options

Description

Text

Displays a static text value for all entries.

Presets

A predefined set of display types. Includes:

• Index: Adds a number to each panel based on the applied order.

• Grouped field: Displays the field used to group records on the board. The form and field are preselected based on the board configuration. Field selection is required for all aggregate types except Count.
  

• Ranked aggregate: Displays the aggregate value applied for ranking records. The aggregate values, form, and field are preselected based on the board’s configuration.

Aggregates

Displays values derived from the selected form using one of the following functions:

• Count: Displays the number of records in the preselected form.

• Sum, Minimum, Maximum, Average, Distinct count: Require a field to be selected from the preselected form to compute the corresponding value.
  

Note: A field must be selected for all aggregate types except Count.