Add New Items to Status Board from Relationship Field
You can add new items to a status board from a relationship field. This field type adds a relationship field to your template. This field allows you to link data between different modules.
⚠️ ATTENTION: You will first need to add the relationship fields to your status board and the connecting module.
WEB APP
To do this:
- Access the open Channel
- Go to the Status Board
- Click into a row you wish to edit
- Click into the relationship field where you wish to add a new item (Passengers in this example)
- You will see that when you click into the field, any existing items will appear which you can click on to add if you wish to do so
- To add a new item select Add...
- Type in the name of the new item and click Create New
- The new item has now been added in the relationship field on this status board, as well as being added as an item to the board it is linked to
- In this case, it was newly added as an item to the Passenger Manifest status board
MOBILE APP
- Open the Incident Management Mobile App
- Access the open channel
- Select the Status Board
- In the status board, click into a row you wish to edit
- Click into the relationship field where you wish to add a new item (Passengers in this example)
- To add a new item click into the Add to the list box
- You will see that when you click into this box, any existing items will appear which you can click on to add if you wish to do so
- To add a new item click the orang + icon in the bottom right corner
- Type in the name of the new item and click Add
- The new item has now been added and you will need to click Save
- You will see the item appear in the relationship field on this status board, as well as being added as an item to the board it is linked to
- In this case, it was newly added as an item to the Passenger Manifest status board