Create a Board: Providing Board Information

Creating a board in DesignStudio begins when you click + Create Board in the Board Gallery. The Board Wizard opens and guides you through the process of entering information for the new board. Wizard pages gather the necessary information that is required to publish the board (for example, its name, publish profile, Input view details, and so on).

This procedure details how to create a board using an empty board as the base. To import a board, see Import a Board.

To provide board information

1. In the Board Gallery, click + Create Board to open the Board Wizard. The Board Details page opens.

   You can also create a new board in the Board Workspace. Click Board > New Board.

2. Enter the following information, and then click Next.

   1. Name: The name for the board. Board names must be unique.

   2. Tags: Any tags you want to associate with the board.

   3. Publish Profile: The predefined publishing workflow for your organization. To learn more about publish profiles, see Publish Profiles and Add Publish Profiles in Boards.

   4. Description: A description of the board's purpose or function.

3. On the View Generation page, enter the following information, and then click Submit.

   1. Ensure that Empty Board is selected. To import boards, see Import a Board.

   2. Enter an Input View Name. An Input view is what the user sees when they enter information. For more information about views, see Views.

   3. Enter a Table Name.

4. Click Submit. The Board Workspace opens. In this space, you can modify the information that you have entered in the wizard, create the board by dragging components onto the canvas, create additional views for the board, preview the board, and publish the board.

   Next, Add Board Components.