Build a Board Quick Start

Follow these steps to quickly build and publish a board that collects data.

A publish profile Configuration that deploys boards and forms to one or more WebEOC environments in a named sequence of steps. must exist before you can create a board. See Add Board Publish Profiles.

Step 1: Create the Board

1. Go to Board Gallery and click + Create Board.

2. Enter the board's name, select a publish profile, and enter an optional description.

3. Define an Input view and table.

4. To use the Nexus Component Styling for components, select the Use Nexus Component Styling checkbox. To use components from DesignStudio 2.5 and earlier, also called Classic Styling, leave the checkbox unselected.

Step 2: Open the Board Workspace

• Open in Design mode.

Step 3: Design the Input View

1. Drag and drop components onto the canvas.

2. Configure components to capture data.

Step 4: Add Additional Views

1. Create a List View (for viewing records).

2. Create optional Details and Delete views.

Step 5: Configure & Test

1. Adjust settings, filters, and layout.

2. Preview across device types.

Step 6: Publish the Board

Publish to WebEOC.