InformationTitle(OBX) Customize the Board HeaderURL NameCustomize-the-Board-Header-1604944089744BodyCustomize the Board Header The Precursive OBX Board Header displays relevant information about the board at a glance. The Board Header can display up to 8 Board-related fields at the top of the Board in Precursive OBX. Salesforce Administrators can add, remove, or reorder Board Header components to support your organization’s business requirements. To Customize the Board Header: SALESFORCE USER PERMISSIONS NEEDED To edit the Board Header Field Set: Customize Application From Setup > Object Manager, go to Precursive OBX Board Select the Field Sets tab and click Board Header Add, remove or reorder the fields you wish to display on the Board Header Click Save. ⚠️ The Header will not display fields when they don’t contain a value.
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