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 Pizzeria database with the following Kanban view example:
The core setting of 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 single-choice option or a lookup to such 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 following sections:
| Name | Enter a name of a new kanban view. |
|---|---|
| Notes | TheNotes 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 view under a category. |
| Highlight Color | Select a color to highlight this view in the list displayed in the menu. |
| Icon | This option allows to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices. |
| Access | If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view. |
| Filter | The Matching section is intended to set the filter criteria for the records that will be displayed in the view. |
|---|
| Grouping | In the Grouping section specify how displayed records should be grouped |
|---|
| Sorting | The Sorting section is intended to set the sorting order for the records in this view. |
|---|
| 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 single choice-option or a lookup to such column. In our example, the text column with the name “Status” is chosen in the Status field. |
|---|---|
| Image | In the Images field specify the column where the images are stored. |
| Header | In the Header field select the column comprising data that will be displayed as a header. |
| Subheader | In the Subheader field select the column comprising data that will be displayed as a subheader. |
| Details | The Details section allows you to select which columns data will be displayed as details under the subheader. |
The Advanced options section is intended to specify additional options:
| Allowed actions | From the Allowed actions list select what actions will be applicable to the Kanban view records (New, View, Edit or Delete). All record’s actions are hidden beside the ⋮ (three vertical dots) menu button. |
|---|---|
| Click action | All record’s actions are hidden beside the ⋮ (three vertical dots) menu button. To enable quick navigation there is the Click action view’s setting to control 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 the Rows to display 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 simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views. |
| Help | When the Help text property is filled in, a view page displays small dropdown titled Help just under the tab bar. On user’s click it extends toward the bottom displaying the text you’ve typed. |
|---|
When finished, click Save to create a new view; click Cancel to discard changes.