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The difference between board and shared fields
The difference between board and shared fields

See what you are using in your sheets

Dovidas Baranauskas avatar
Written by Dovidas Baranauskas
Updated over a week ago

There is a difference between board and shared fields in terms of what fields can be shared between other boards and collections.

Board field

Board fields are a great way to add quick and easy fields for one board. Be warned, however, that board fields are not the same as shared fields, and if you create a board field it will only apply to one board. 

They will also not appear in any reports you attempt to create in the advanced search.

For example, if you have a card in two boards and are wondering why data will not transfer over, you are probably using two different board fields instead of one shared field.

Here is how you can add a quick and easy board field for one sheet:

You can choose to convert a board field into a shared field by going to the Customize menu for the board field, choosing the Sharing & Permissions option, and pressing Convert to shared field...

The field will then appear on the shared field list, and you can add it to other boards.

Shared Fields

Shared fields are what you should use across your boards and collections if you want your data to translate over when your cards are in multiple places.

You can create a shared field by doing the following in your sheets:

Or while in your cards: 

A shared field can be made available throughout your organization through the Sharing & Permissions option inside the Shared field Customize menu.

You can choose if you want it to be visible in the Entire organization or in Specific collections. You can also choose who can edit the shared field in the same option.​

Advanced Search

If you would like to see your shared fields in advanced search, you can do the following: 

  1. Go to your organization

  2. Advanced Search

  3. Add Criteria

  4. Then find the shared field you want to view

If you would like to show and hide columns in your reports, you can do the following:

  1. go to your organization

  2. advanced search

  3. click this icon: 

   4. choose the shared fields you want to show or hide.

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