There is a difference between columns and custom fields in terms of what you can filter and search by in both your boards and the advanced search.
Columns are a great way to add quick and easy fields for one board. Be warned, however, that columns are not the same as custom fields, and if you create a column 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 columns instead of one custom field.
Here is how you can add a quick and easy column for one sheet:
Custom 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 custom field by doing the following in your sheets:
Or whilst in your cards:
A custom field can be made available throughout your organization, giving you clear results when it comes to the advanced search.
If you would like to see your custom fields in advanced search, you can do the following:
- Go to your organization
- Advanced Search
- Add Criteria
- Then find the custom field you want to view
If you would like to show and hide columns in your reports, you can do the following:
- go to your organization
- advanced search
- click this icon:
4. choose the custom fields you want to show or hide.