Customizing your platform’s Library Boards is an adaptive way to ensure that your Libraries effectively capture and organize the intelligence and business metrics.
>>> This article is for System Administrators.
To move fields in a Library:
- Go to the Library you want to customize
- Click on “Edit” in the top right corner
- Click on “Edit Layout”
Your Library will switch into edit mode. You can then move and reorganize the fields, or you can edit the attributes of the different fields.
- Click on the field you want to move
- Drag and drop it to its new location
- Repeat steps 4-6 as needed
- Click the "Publish" button in the top right corner of the board
The updates will be automatically applied to all library boards.
To edit a Library field:
- Go to the Library you want to customize
- Click on “Edit” in the top right corner
- Click on “Edit Layout”
Your Library will switch into edit mode. You can then move and reorganize the fields, or you can edit the attributes of the different fields.
- Find the field you want to edit
- Click on the Gear Icon in the upper right corner of the field
You will have four options to edit.
|
Edit Label: |
Update the title and appearance of the field label |
|
Edit Attributes: |
Edit the content and structure of the field, e.g. adding KPIs or table column |
|
Hide Field from Layout: |
Removes the field without deleting any content |
|
Delete: |
Removes the field and all associated content |
- Select the option that matches the changes you want to make
- Make your edits
- Select “Done” when you are happy with your changes
- Select “Publish” in the top right corner of the library board
The updates will be automatically applied to all library items.
Insider Tips:
- The library must be published for the updates to be visible on all library boards
- Only experts with special permission can edit library boards