Customising Worksheet Cards

Cards are used to display worksheet fields in scenarios where records need to be represented by showing a limited number of fields rather than the full detail and cards can be configured to customise which fields appear in the various card locations when viewing worksheet information. For example, when viewing notes and the characters that have been attached to a note, rather than displaying a full form of the character data, a card can be used to exhibit the record and show only the most important data points. 

Card Mapping

Cards are displayed in six locations and the 'Display' tab within the edit worksheet dialogue can be used to configure which card appears where in cases where you have more than one card to display. Card locations are listed along the top of the Card display options. 

Card locations: Timeline

The Timeline location corresponds with the card display that is used when you select to change the display of the worksheet to the timeline. This will arrange the worksheet records as a timeline as long as all the records have a date assigned to them. So that the records can be represented clearly without including all of the available information, a card is used to summarise the key information of each record.

Card locations: Calendar

The Calendar location corresponds with the card display that is used when you select to change the display of the worksheet to the calendar. This will arrange the worksheet records in a calendar as long as all the records have a date assigned to them. So that the records can be represented clearly without including all of the available information, a card is used to summarise the key information of each record. Due to the limited space available, especially where multiple records have the same date, the card display here is particularly compressed. Hovering your mouse over the card icon will reveal the full set of information configured in the card assigned to this location.

Card locations: Cards view

The Cards view location corresponds with the card display that is used when you select to change the display of the worksheet to cards. This will arrange the worksheet records in a signboard or Kanban view for any choice fields that are available within the worksheet. For example, if you have a choice field within the chronology to flag if records are disputed or undisputed between the parties, then you will be able to display all records in the cards display for this field. This will allow users to change the value of this field by dragging and dropping the card icons for the records into the relevant columns. Again, to save space the records are displayed as cards here.

Card locations: Embedded lists

The Embedded lists location corresponds with the card display that is used when you select a worksheet record and view the linked records from other worksheets. For example, when you create a chronology record, you have the option to link the record to character records from the Characters worksheet. If this has been done, when a chronology record is selected, you can view the character information from the right panel by selecting the characters tab. This will display the linked records as cards to provide a short summary of the character information linked to the chronology record.

Card locations: Annotations

The Annotations location corresponds with the card display that is used when you create a worksheet record from an annotation within a document or transcript. For example, when you highlight a passage of text and select create event to create a chronology record, or create note for a note record. Once you have filled out the form to complete the record information, the right panel on the document viewer will display a card for the record information rather than the full set of fields for the record.

Card locations: Record selection

The Record selection location corresponds with the card display that is used when you select to add documents to a worksheet from the documents page specifically. When using this option and selecting the add to existing record option the system will then display all records within the worksheet in a table, but there is also the option to view the records as cards.

Creating Cards

Cards can be created and edited from the 'Cards' tab of the Edit worksheet dialogue. If there are already cards that have been created for the worksheet you are editing, then you can select which one you would like to edit or click to add a new one. If not, then you will see a button to start creating a new card. Existing cards can be deleted by selecting the card and selecting the 'cross' icon towards the top right of the card builder.

Cards can be configured by following these steps:

1. On the left are the section layout options, this allows you to create a visual structure for your card by clicking and dragging the section style you want into the card builder on the right of the dialogue. You can add as many fields into a section as is required, and you can change the layout of the card in certain parts of the form by applying different section ‘buckets’ into the card builder.
2. Once you have added sections, you can then begin to add the fields that you want to display in the section structures. The fields list will display icons for every field that is currently available for your worksheet. Any fields not included in a card will not be displayed in the card when accessed from one of the specific card locations the card is configured to. Once fields have been added, each section will have an option to control how the field label is displayed for each field added into the section. This can be toggled between top label, side label and no label.

For worksheets with the highlighted text field, the Show full excerpts setting can be used to force the record to display the entire highlighted passage rather than the first few lines. This can also be set to include context lines either side of the highlighted passage.