By creating boards, you can customize your CoreBridge experience for your business needs. Boards can be added to a variety of modules throughout the system to help view and manage items, estimates, and orders as they move through their lifecycle.
This article explains how to set up boards in CoreBridge EVO™. In EVO, boards are managed from the Boards module and from Edit Board on each board, which replaces the legacy-only path through Settings / Boards / Board Setup for many day-to-day layout changes. For using boards after they exist, see Boards Overview. For filters while viewing a board, see Board Filters. For the details panel on a board, see Board Side Panel Overview.
Table of Contents
- Creating a Board
- Editing Board Setup
- Board Details and Availability
- Designer Filters
- Customizing Card View
- Customizing List View
Creating a Board
1. Go to Boards in the main navigation.
2. Select the Board button next to search. You are taken to Boards / New Board.
3. Select Board Type and pick the record level for the board (for example Order, Order > Line Item, Estimate, Estimate > Line Item, Order/Estimate, Order/Estimate > Line Item, or Order Destination). The type drives which columns, filters, and fields you can use.
4. Finish the new-board flow and save. You can then open the board from the list and use Edit Board (see below) to refine columns, filters, sort, and fields.
Note: Legacy also referenced templates and cloning from the board library. In EVO, use Clone from the row menu on Boards to copy an existing board when you want to start from a similar layout.
Note: Some organizations still maintain advanced catalog entries under Settings / Boards / Board Setup. If your role includes Settings, use that area when directed by your administrator.
Editing Board Setup
1. Open Boards and select the board name to open Boards / [Board name].
2. Select the menu control in the board header row (the icon button beside the board title, not the favorite control).
3. Choose Edit Board. The workspace stays on the same URL while the header shows an editable board name, Manage Locations, and Save Board.
4. Use the toolbar chips Type:, Columns:, Filter, Sort, and Fields to open setup panels on the right. Save Board commits changes when it is enabled.
Note: Manage Access may appear in the same menu when your business enables it.
Board Details and Availability
a. Board name - edit the text in the header. This is the label everyone sees on Boards and in the breadcrumb.
b. Board type - select the Type: chip to open the Board Type panel. Pick the type that matches the records the board should list. After a board is in use, changing type is limited; the panel reminds you that type drives all other settings.
c. Locations - select Manage Locations to open Restrict Locations. Choose where the board is available, or leave the selection empty so every location can use it.
d. Which records appear - use Designer Filters (the Filter chip while editing) to limit jobs at the board level, similar in purpose to legacy Conditions. Fine-grained condition rows from legacy may still be edited in Settings / Boards / Board Setup if your site uses that screen.
e. Roles - legacy Restrict to Roles is managed with your security model; update roles under Settings / My Business / Employee Roles & Permissions when you need to change who may open or edit boards.
Designer Filters
While Edit Board is active, select Filter to open the Filters panel. The heading explains that filters control which jobs appear on the board. Pick the field to filter (for example Order Status) and the allowed values, using the dropdowns and actions in the panel.
Note: Saved designer filters define what users can filter later with the board Filter control while viewing the board. See Board Filters for how filters behave during normal board use.
Customizing Card View
Column (card) view is the grid of cards grouped under column headers. Configure it with two panels.
1. Select the Columns: chip (for example Columns: Order Status) to open Columns. Under COLUMNS BASED ON, pick the field that creates each column (such as Order Status). Turn individual column values on or off with their switches so only the stages you care about display. Enable Hide empty columns when you want blank columns removed until work arrives there.
2. Select Fields to open Fields on Cards. Each switch shows or hides a data element on the card (for example Order Number (# of Items), Order Status, Customer, Description, Due Date, Salesperson, Payment Terms, Assignee, Price, Balance Outstanding, and more depending on type). Drag and drop rows in the panel to change the order fields stack on the card.
3. Select Sort to open the Sort panel. It explains that you choose how jobs sort on the board using one or more fields, then pick those fields in the list provided.
Note: Legacy Sort Rush To The Top, Sort Empty Dates to the Bottom, and similar item-level switches may appear for item boards in your build; if you do not see them on an order board, check the same controls after switching the board type or consult Settings / Boards / Board Setup.
Customizing List View
1. Use the view toggle icons in the toolbar to switch from column view to list view (rows instead of cards).
2. With Edit Board still on, open Fields while in list view when you need to change which columns appear in the table for your board type.
3. Use Sort for default row ordering in list view the same way you do for cards.
4. Select Save Board when you are finished so teammates receive the updated layout.
Note: Your organization may require at least one visible column in both card and list layouts before a new board can be saved, same as legacy. If save stays disabled, confirm columns, filters, and fields are populated.