The underlying workflow folder supporting the Visual Board (VB) must be prepared up front (this is described in a separate help article) by an administrator. A given workflow folder can only be assigned to one -1- specific VB.
In addition, the From/To disciplines needs to be defined.
The workflow folder can have as many steps and custom fields as you want. In order to meet all cross-references needed, it should as a minimum contain:
- a custom field for the Question
- a custom field for the Answer
- a custom field for the From disciplin
- a custom field for the To disciplin
- a custom field for the Answer Due Date
- an initial step representing the container holding new questions
- a locked step representing the Decision log container