Suggest from Collections versus Always create a blank item
You will have boards where you will mostly want to import from collections, e.g. hospitals, resources, personnel etc. and you will have boards where you will always want to create items from scratch e.g. casualties, damage reports, road blocks etc.
It is now possible to configure a status board or task board to always suggest adding items from collections or to always add a blank item.

Suggest from Collections

To configure a board to always suggest from collections follow the steps below:
    Go to the Admin Area > Templates > Status Boards (or Tasks)
    Click Edit on the board you wish to preset this functionality on
    Click the radio button for Suggest from collection
    Click Save at the bottom of the page
    This status board will now always suggest to import items from collections when adding to it
    Go to the status board in your open channel
    Click Add and select the items you wish to import
    Click Import to load the items into your status board
    You will still have the option to add a blank item if it does not exist in collections
    Simply select Add blank and you can enter the details as you normally would
This feature also works when creating items from a relationship field. You can now import multiple items at a time.
    Click into any relationship field on your board and you will see it lists already imported items which you can click on to select
    If the item you want to link has not yet been imported click Add
    Check the box next to the items you wish to link to this board
    Click Import
    These items are now linked in the relationship field and have also been imported into the channel

Always create a blank item

To configure a board to always create a blank item follow the steps below:
    For some modules, you will always need to add a blank item. For this functionality check the radio button for Always create a blank item
    Go to the Admin Area > Templates > Status Boards (or Tasks)
    Click Edit on the board you wish to preset this functionality on
    Click the radio button for Always create a blank item
    Click Save at the bottom of the page
    This status board will now always create a blank item, allowing you to enter the details

Last modified 1mo ago