Kanban View
Optimized for viewing process related data
Optimized for viewing process related data
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.
Table of Contents
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. Advanced filters allow you to create multi-column filter expressions using AND/OR/NOT and group operators. Applying an advanced filter will display only those records that match the filter expression.
Creating and using queries
You can create and apply queries in the same way as the grid view. The AppGrid query builder enables creation of complex query expressions that use AND/OR/NOT and group operators.
Editing records
Click the edit icon in the card to open the editor.
Deleting records
Select one or more cards and click the delete button in the toolbar. A confirmation will be displayed.
Viewing and managing related data
Click the related data button in the card. A grid will be displayed for each relation preference defined for the selected object. This works the same was as in the main grid.
