Set Up the Shelters Board Industry Board icon

Industry boards require a license key to import. Once they are imported, they cannot be exported. Contact your Client Success Manager (CSM) for more information.

To set up the Shelters Board

  1. Import the board.

  2. Create a feature group and assign the board to the feature group for user access.

  3. When you add or edit the board for a feature group, enter this information.

    Shelters configuration
    Field Description Valid Values
    Default Label The name for this board as you want it to appear in the menu. Any combination of up to 200 alphanumeric characters, excluding special characters.
    Input

    The view, which allows you to add records to the board, that you want to assign to the feature group.

    Input views are mainly assigned using board permissions and this field is left as None.

    		 None.
    Display The view, which appears when a board is opened, that you want to assign to the feature group.

    Select one of the following options:

    • List: Shows all shelter records.

    • Dashboard:View summarizing shelter totals.
    Device Type Indicates the type of device on which the board is primarily intended for display.

    Select one of the following options:

    • Desktop

    • Mobile

    • Desktop and Mobile
    View Filters Determines what data is visible on the board. Unlike the filter/search feature that can be added to a board, which helps you find data, the view filters limit the visibility of the data.

    No need to add or adjust these.
    Board Permissions Tags Identifies what actions users are able to perform on the board.

    Select one or more of the following options:

    • Create: Allows the user to create new shelter records.

    • Delete: Allows the user to remove shelter records from the list view.

      Records are not deleted. They are hidden from views using filters.

    • Update: Allows the user to update existing shelter records.

  4. Click Save.