How can I post Findings from Modeler to a Teamboard?

The Modeler manual explains how you can create Findings for a process (step). It is also possible to send a selection of these Findings directly to a Teamboard.

However, not every Teamboard is immediately suitable for receiving Findings. In this article, we explain how to check whether a Teamboard is suitable and how to make an existing or new Teamboard compatible.

Check if your Teamboard is suitable

1. Open the Teamboard.

2. Click the cog icon next to the board name at the top of the screen to open Board settings.

3. At the bottom of the settings window, you will see whether the board is suitable for Findings.

If the message states that the board is suitable, no further action is required.

If the board is not yet suitable, the application will guide you through the required steps. Click “What does this mean?” to view the details.

 

 

Understanding the required actions

The dialog divides the required actions into two sections:

General

This section shows which fields must be added to the board to support Findings.

Work item type (for example: Action)

This section shows which fields are required for a specific work item type on the board.

Add the required fields to the board

1. In Board settings, go to Fields.

2. Click Add.

3. Enter a field name of your choice.

4. Select the Type exactly as mentioned in the dialog.

5. Repeat these steps for all required fields.

Add the fields to a form

After creating the fields, they must be added to at least one existing form.

1. In Board settings, select the relevant work item type (for example Actions).

2. If there is only one form, tick the newly created fields to add them to the form.

3. Adjust the field order if needed by dragging the six dots next to a field.

If the board contains multiple forms:

• Use the dropdown next to the form name to select another form.

• Repeat the steps above if required.

Final check

Return to Board settings and look at the General section at the bottom.

If everything is configured correctly, the following message will appear:

“This board is suitable to be used for findings.”

Your Teamboard is now ready to receive Findings from the Modeler.