A configuration of the Risk Card is located in Administration, in a tab named 'Risk Card'.
Page content is divided into 2 main sections:
Template creator (on the left side)
Available fields (on the right side).
In edit mode, pick a field and add it to Risk Card configurator. Use a drag&drop mechanism: drag fields from the section on the right side and drop it onto available sections on Risk card configurator.
The list of available fields is displayed in a table on the right side. You are informed about the name and type of available fields. A scope of available fields consists of all fields (built-in and custom ones) available in your Jira instance. Pick a field and add it to Risk Card configurator by a drag&drop mechanism. Drag some field from the section on the right side and drop it onto some available section on Risk card configurator. The list of available fields is displayed in a table on the left side. You are informed about the name and type of available fields.
In order to find a field you are interested in you can use a search engine on the top. Search for the field by its name.
In the edit mode, as a default, you will see three placeholders in every row.
All placeholders are divided by default into 3 sections. You can split every center section placeholder into 2 ones by reducing its width.
Please note that you are allowed to drop a field onto a particular section based on its type. It means, that e.g. user cannot add a field of type 'date' onto a left-side section because that field cannot be displayed as icon or avatar.
Display options (decorators)
When your field is properly placed on the card, configure data presented in the field by clicking on 'cog' icon.
You can configure data presented in the field by clicking on 'cog' icon. Every item which has more than one decorator consists of two parts: available data to be displayed and its decorator (i.e. the way of displaying data on screen: as text, icon, progress bar, lozenge, link - presented in brackets etc.).
In these cases, you can determine how decorated it will be. You may add an unlimited number of rows with placeholders by clicking at the bottom of Risk Card configurator.
In edit mode, you are allowed to customize every field in detail (e.g. by changing the height of picked field) by clicking three dots on it’s sides.
In order to preview the effects of your configuration, select preview mode.You can choose a task on which template will be presented - search and select a task to preview your Risk Card. It will be based on the data of the selected task. Keep in mind, that you are only allowed to search tasks that you have permission to within your Jira instance.
Ordering picked fields
You are allowed to change the order of picked fields by a drag&drop mechanism. Ordering is available only within a particular section, e.g. when you drag a field from a center section, system allows you to drop a chosen field only onto the other placeholder within a center section.
You are allowed to remove a field that was dropped onto some section in Risk card configurator.
Click on a bin icon (that is visible in a Risk card configurator on every picked field)
Click on it'.
User clicks on 'Remove field'.
System removes the field and makes a given placeholder empty.