With Guided Visual Task Boards, can I add/delete display fields shown on the Task Card?

[jfrancione]

We are fairly new to using VTB.  Currently in Geneva and leaping to Istanbul soon.  We have our help desk using the VTB, however, they would like to see other existing fields on the Task cards.  Is there a way I can customize a Guided VTB?   They need Guided so that the dispatcher can move tasks between technicians and have the updates to the task occur real-time.

thank you for any guidance provided.

Jim Francione

[Chuck Tomasi]

HI Jim,

Have you tried creating/modifying a view called VTB?

Configure the task board card view

[Bill_Collins]

Chuck,

Can a Compact Card view be edited?

What locks the toggle for compact cards?  Is it the board type, e.g., Flexible Board [I found this answer | Swimlanes lock the cards into the compact view]

[Mwatkins · Accepted solution]

Here's how to control which fields appear on Visual Task Board cards.

This feature is only of value when the board is not in Compact Task mode and Show Card Info is set to ON.

• Open Board Configuration and be sure Compact Task is OFF.
  
  

For illustration, suppose you also want to see Created by values on your cards representing Incidents; a sample of which should look like:

• To modify the fields shown on the card, click the sys_id link to go to the Classic Form.
  
• Select Configure > Form Layout from the form Menu.
  
  

• From view and section select View name > VTB. Or, if a view named 'VTB' doesn't exist yet for the task type in question, create one by selecting New.. and naming it 'VTB'.
  
• Select Created by (or any fieled you'd like to add) from Available fields and move it over to Selected using the >.   Conversely, use the < to remove any unwanted fields from cards.
  
• Click Save.
• Reload the task board by navigating away and coming back, or refreshing the browser.
• Created by (or your newly-added fields) should now appear on the cards.

[edwajs]

Hi Jim,

As Matthew documented in his solution, the content of the task cards is dependent on the following:

1. The card display cannot be compacted.
2. The fields displayed on the card matches the fields on the basic section of the vtb view form layout.
3. In the absence of a vtb view, the system will use the Default view.
4. Some fields are always placed on the card by the system.
5. If the field is empty, it will not be displayed on the card even if it is in the view/form layout.

I documented this with more detail in Modify the fields shown on VTB cards in 5 Visual Task Board Configuration (not so) Frequently Asked Questions.

Regards,

Ed Wajs, ServiceNow Technical Support