Add Optional Fields to a Shared Board

After a board has been shared, you can add fields to it. These fields can only be added as optional fields, not required ones.

After you publish a board, then add new optional fields to a record type on the published board, that board’s subscribers receive an alert letting them know that the optional fields have been added.

You can add optional fields to a shared board that you own, whether it is a whole board or a shared, data-only board.

After adding optional fields to a shared board, you can also add a filter for the fields. See Edit Filters for a Shared Board for details.

To add optional fields on the Networks page

1. In the main menu, click the JX Networks icon . The Networks page opens.

2. Click the row containing the network that has the shared board to add fields to. The network details page opens.

3. Click the Shared Boards tab.

4. For the Owned board, click the more icon and select Add New Optional Fields.

   

   The Add Optional Fields to [Board Name] dialog opens.

   

5. Click the checkbox next to the field to add to the shared board.

6. Click Submit.

To add optional fields on the Shared Boards page on the Data Management tab

1. In the main menu, click the JX Networks icon . The Networks page opens.

2. Click the Data Management tab and select Shared Boards.

3. Locate the shared board to add the fields to.

4. Click the more icon on the row and select Add New Optional Fields. The Add Optional Fields to [Board Name] dialog opens.

5. Click the checkbox next to the field to add to the shared board.

6. Click Submit.

   Use the chat feature to alert board subscribers about any new fields added to shared boards. They can then map these fields to their local versions as needed.