In Businessmap, you can customize what details to display in the closed view of both cards and initiatives through the Configure Views settings available in the board sidebar. This includes custom fields, as well as standard fields (Reporter, Created at, Last modified, Last moved). Let's see how to configure them in the closed view!
Configuring Your Custom Fields View
You can customize the card and initiative preview for each board individually. To configure your view settings, go to the board sidebar and click the Configure Views icon.
Once you open the configuration panel, you will see you have separate settings options for cards and initiatives. That way, you can further customize your cards and initiatives workflows to fit your use case.
Keep in mind that the Board Zoom Switch you choose will determine whether you can see custom fields in the closed view. For initiatives, you can display custom fields in Views 1 and 2. For cards, you can show custom fields in Views 1, 2, and 3. To learn more about the available views, please refer to our dedicated Board Zoom Switch article.
You have the same Custom fields settings options for cards and initiatives:
- Icon — this will show the custom fields icon and the number of custom fields added to the card/initiative
- Row — this will display each custom field on a separate row. It includes the field's name and value.
- Off — no custom fields will be shown in the closed view.
Choose to include:
- All custom fields
- Custom selection — click on the gear icon to select which custom fields you want to display. This will open a separate modal where you can enable the available fields. Custom fields that have not been added to the board will not appear here. You need to add them to the board first to be able to select them.
There is an additional setting you can enable — show filled fields only. This will only display the custom fields that have values. For example, if you have enabled this setting and have chosen to show custom fields in separate rows, empty custom fields will not be displayed in the closed view.
How to Configure the Standard Fields View
In Businessmap, the four standard fields (Reporter, Created at, Last modified, Last moved) are part of the custom fields. To configure them, you need to use the same Custom fields setting described above. Just make sure to add the standard fields to the board first.