Boards

Overview

The Boards button lets you work with TilliT board data in Excel. You can load board items (entries) for review or editing, or load and edit a board's field definitions (schema).

Opening Boards

In the TilliT V2 ribbon tab, click the Boards button.

The task pane will show any previously loaded board data sources, along with an Add button in the header.

Choosing a Mode

Click Add to open the wizard. The first step asks you to select a mode:

Mode	Description
Board Items	Load items (rows) from a single board into Excel
Board Definition	Load and edit the field schema for a single board
All Board Definitions	Load and edit field schemas for all boards — one row per field

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Board Items

Use this mode to load the entries (items/rows) from a specific board.

Step 2: Select Board

Choose the board you want to load items from. Boards are listed under Boards and sections are listed under Sections.

Step 3: Filter (Optional)

Optionally filter which items to include based on the board's fields. Click Next to skip and load all items.

Step 4: Options

Set a Sheet name (defaults to the board name) and optionally set a Records per page limit (maximum 10,000 items).

Click Load Data to load the board items into Excel.

The board items will be loaded into a new sheet, with each board field as a column.

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Board Definition

Use this mode to load and edit the field schema (definition) of a single board.

Step 2: Select Board

Choose the board whose definition you want to edit.

Step 3: Filter

The filter step is skipped automatically for Board Definition mode. Click Next to continue.

Step 4: Options

Set a Sheet name and click Load Data.

The board's field schema will be loaded into a sheet, with one row per field.

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All Board Definitions

Use this mode to load the field schemas for all boards at once — useful for bulk editing across multiple boards.

Step 2: Select Board

This step is skipped automatically — all boards are included.

Step 3: Filter

The filter step is skipped automatically. Click Next to continue.

Step 4: Options

Set a Sheet name and click Load Data.

All board field definitions are loaded into a single sheet with one row per field, including a column identifying which board each field belongs to.

Uploading Changes

After editing a board definition sheet, click the Upload button on the corresponding board data source card in the task pane to save the changes back to TilliT.