We continue to enrich the AppGrid user experience with the addition of the Kanban view. When viewing data in the AppGrid list view, users can display the Kanban view by selecting the Kanban view in the grid selector.

The Kanban view is ideal for data that moves through stages - Opportunities and Cases are great examples. Organizing records visually by stage lets users instantly spot bottlenecks, focus on what matters most, and advance work with a single drag.

Configuring the Kanban view

Click the Kanban settings button in the toolbar to configure the view.

Select a group field. This determines the swim-lanes that will be created.

Select a sort field as required.

You can define up to 4 fields that will appear in the Kanban cards.

Creating and using advanced filters

You can create and apply advanced filters to your data in the same way as the grid view.

Creating and using queries

You can create and apply queries to your data in the same way as the grid view.

Viewing related data

Click the related data button in a card. The relationship data will be displayed below the Kanban view. This is the same data that appears in the grid.