How do I edit board settings for the Process Management workflow?

Phyllis Zhu January 22, 2018

I'm using JIRA cloud.

I created a new project using the Process Management Template and I want to change the fields to be seen on the cards in the Board. 

There is no gear icon/ settings on this board like there is for scrum or kanban projects. 

 

How do I do this or is that not an option? 

1 answer

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Nic Brough -Adaptavist-
Community Leader
Community Leader
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January 22, 2018

Business boards do not have any configuration, they have a fixed layout and automatically follow your workflow.

Phyllis Zhu January 22, 2018

Thanks. 

I wanted to see a new field I added but from the board -> click on card -> that field doesn't show up. 

Two other fields I added show up. 

Should I remove fields I don't want to see on that screen for the one that I want to show up (like I've reached the max number of fields)?   -- actually looked into this now and I don't see how to do that since the card view is not a screen

Nic Brough -Adaptavist-
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 22, 2018

The last time I worked with a business board, yes, your instincts on what it was doing were right.

A card will show you some of your fields.  Up to a limit (it was 3 or 5 I think).  It selects the first X fields of certain types (It ignores long text fields for example).  Problem is that I don't know the rules for "first X".  I'd hope/guess they are the first X on the issue view screen, but I really do not know.

Phyllis Zhu January 23, 2018

I can't seem to figure out what the "first X" is either, I moved my fields around for both edit/view and create screens but I just can't get that third field to show up (it's a radio button) 

 

oh well...

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