Kanban

The Kanban View displays visual stages of a work process using cards to represent work records and columns to represent each stage of the process.

Let’s consider the Pizzeria database with the following Kanban view example:

The core setting of the Kanban view is the "Status" column that defines the list of columns to render in the view. The "Status" column should be a text column with a single-choice option or a lookup to such a column. Column’s colorization options, if provided, affect the color of the header. Also, the order of choices matters.

To create a Kanban View, select the Kanban option from the list of view types and click Next. The system will display the Kanban View form comprising the sections described below.

General Properties

Name

Enter a name for the new kanban view.

Notes

This field can hold any developer’s comments that need to be kept for this view. The comments will be visible in the Setup mode only.

Show In Menu

Leave this option checked if the view should be displayed in the menu.

Category

Enter a category name if you want to group the view under a category.

Highlight Color

Select a color to highlight this view in the list displayed in the menu.

Icon

This option allows you to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals, and more. The Search box above will help you narrow down the list of choices.

In the User mode the icon will appear to the left of the view name listed in the left menu of the table.

Access

If you want to restrict access to the view for your users based on their roles, select the Restrict access right by role checkbox and choose which roles will have access to this particular view.

Matching Properties

Filter

The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

• All records: select if you want to include all records in the view;
• Only records that meet certain criteria: select if you want to filter records according to certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered;
• Custom formula: select if you want to enter a custom formula and add the formula to the expanded field.

Grouping Properties

Grouping

In this section, specify the field whose values will form columns in the output and another field whose values will form rows. In our example, Students form rows while Dates grouped by month form columns. Grouping options are expounded in the Grouping item.

Sorting Properties

Sorting

This section is intended to set the sorting order for the records in this view.

• Default sorting: select if you want to sort records by default settings. Moreover, there is the Edit Default Sorting button allowing you to change the sorting of the Default View.
• Custom sorting: select if you want to set a specific sorting order. Use the expanded drop-down lists to define sorting criteria and order.

Columns To Display

Status

A column chosen in the Status field is very important in the Kanban view. It defines the list of columns to render in the view. The chosen column should be a text column with a single-choice option or a lookup to such a column. In our example, the text column with the name “Status” is chosen in the Status field.

Image

In this field specify the column where the images are stored.

Header

Select the column comprising data that will be displayed as a header.

Subheader

Select the column comprising data that will be displayed as a subheader.

Details

Select which columns’ data will be displayed as details under the subheader.

• Default columns: select if you want to use the default set of columns. In this case, the Edit Default Columns button will be displayed. It allows selecting and reordering columns of the Default View.
• Custom columns: select if you want to use a specific set of columns for the new view. The system will expand a form to select the necessary columns. In the Search Available Columns field type-in a column name and select this column in the field below. After that click Add (Tip: Hold CTRL to select multiple columns or deselect a selection). Use the group of buttons to the right of the form to change the order of columns in the view.

Advanced Options

The Advanced options section is intended to specify additional options:

Allowed actions

The following options are available:

• New;
• New with status;
• Edit;
• Drag and drop;
• View;
• Delete;
• Mass Delete.

All record’s actions are hidden beside the ⋮ (three vertical dots) menu button.

Small "+" buttons in the table header allow a user to add a record with a pre-selected status. This option is controlled via the New with status checkbox.

Cards are draggable. To allow drag and drop, simply enable the Drag and drop checkbox in the Allowed actions section. Please note that dragging a record will change the value of the Status column. It’s not possible to change the card order with drag and drop; the order will always be determined by the Sorting property.

The reason for the New with status and Drag and drop extra options is that not all types of workflow allow arbitrary status setting. Some workflows require starting from the beginning. Even for the demo Pizza database, you probably should not put the pizza in the oven without preparing it first. Or moving from status to status may require filling in some fields.

When a Kanban view is placed on a table dashboard, its New with status and Drag and drop options are controlled via New and Edit options accessible in the dashboard section settings, respectively.

If you plan to delete many records at a time, use the Mass Delete option. As with other mass-actions, when the Mass Delete is checked, TeamDesk renders the Delete button in a view’s header and checkboxes to mark the records.

Click action

This option allows enabling quick navigation and controlling what happens when the user clicks on a card.

• If the View option is chosen, the user will be navigated to the record view form.
• In case the Edit option is selected, the user will be navigated to the record edit form.

Rows to display

In this field, you can specify the number of rows that will be shown in the view (use whole numbers only).

Row Colorization

If you want to highlight certain cards, select the Colorization Formula checkbox and enter the formula into the expanded field. The details are expounded in the View Colorization item.

Enable Embedding

This option allows you to copy/paste a simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views.

Help

When this text property is filled in, a view page displays a small dropdown titled "Help" just under the tab bar. When the user clicks it, it extends downward, displaying the text you’ve entered. Help text is formatted using markdown.

When finished, click Save to create a new view; click Cancel to discard changes.