How to Edit Library Board Fields and Structure

Customizing your Library Boards allows you to tailor your Libraries to effectively capture, organize, and showcase key intelligence and business metrics, making important insights easily accessible.

>>> This article is for Researchers and Insights Experts.

FYI - You might know Libraries by another name - check out our glossary to find out!

To add a new field to a Library:

  1. Go to the Libraries app from the left-hand side navigation bar

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  1. Switch to the curate view from the top of the page

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  1. Go to the Library you want to edit

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  1. Open a library board

  2. Click “Edit” in the top right corner

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  1. Click “Edit Layout”

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Your library board will switch into edit mode. You can then move and reorganize the fields, or you can edit the attributes of the different fields.

  1. Select “Add Field” in the right-hand panel

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A new window will pop up where you can select the type of field you want to add.

  1. Select the option from the “Field Type” dropdown

  2. Click “Done“ in the top right corner of the window

Your filed will be automatically created at the bottom of your library board.

  1. Select “Publish” in the top right corner of the library board to apply the updates to all library boards 

 

To move fields in a Library:

  1. Open a library board you want to edit

  2. Click “Edit” in the top right corner

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  1. Click “Edit Layout”

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Your library board will switch into edit mode. You can then move and reorganize the fields, or you can edit the attributes of the different fields.

  1. Click on the field you want to move 

  2. Drag and drop it to its new location 

  3. Repeat steps 4-6 as needed

  4. Click the "Publish" button in the top right corner of the board

The updates will be automatically applied to all library boards within this Library.

 

To resize a Library field:

  1. Open a library board you want to edit

  2. Click “Edit” in the top right corner

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  1. Click “Edit Layout”

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  1. Find the field you want to resize

  2. Click and drag the bottom right corner of the field to resize it

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To edit a Library field: 

  1. Open a library board you want to edit

  2. Click “Edit” in the top right corner

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  1. Click “Edit Layout”

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Your library board will switch into edit mode. You can then move and reorganize the fields, or you can edit the attributes of the different fields.

  1. Find the field you want to edit 

  2. Click on the Gear icon 15.png in the upper right corner of the field

You will have four options to edit.

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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 
 

  1. Select the option that matches the changes you want to make 

  2. Make your edits 

  3. Select “Done” in the appeared windows when you are happy with your changes 

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  1. Click “Publish” in the top right corner of the library board

  2. Select your target audience

The updates will be automatically applied to all library boards within this Library.

 

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

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