ff1bca1816
- Fixes #5504 - Fixes #5503 - Return 404 when the page does not exist - Modified the footer in order to align it properly - Removed "noticed something to change" in each table of content - Fixed the URLs of the edit module - Added the edit module to Developers - Fixed header style on the REST API page. - Edited the README to point to Developers - Fixed selected state when clicking on sidebar elements --------- Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
83 lines
3.1 KiB
Plaintext
83 lines
3.1 KiB
Plaintext
---
|
|
title: Kanban Views
|
|
info: Learn how to customize and navigate Kanban Views.
|
|
icon: IconTargetArrow
|
|
image: /images/user-guide/kanban-views/kanban.png
|
|
sectionInfo: Discover how to use standard and custom objects in your workspace.
|
|
---
|
|
|
|
## About Kanban Views
|
|
|
|
Kanban views visually map out process flows, where each column stands for a distinct stage and each card represents a record.
|
|
|
|
## Move Cards between Stages
|
|
|
|
You can move each card between stages as it goes through your workflow by dragging and dropping. To proceed, hold your click on a card and move it to the next stage.
|
|
|
|
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
|
<iframe
|
|
src="https://player.vimeo.com/video/927888627?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
|
|
frameBorder="0"
|
|
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
|
|
style={{
|
|
position:'absolute',
|
|
top:0,
|
|
left:0,
|
|
width:'100%',
|
|
height:'100%',
|
|
borderRadius: '16px',
|
|
border:'2px solid black'
|
|
}}
|
|
title="Export data"
|
|
></iframe>
|
|
</div>
|
|
<script src="https://player.vimeo.com/api/player.js"></script>
|
|
|
|
## Add and delete stages
|
|
|
|
You can tailor your workflow to suit your needs using stages, which represent a value in a Select Field:
|
|
|
|
### Add Stages
|
|
|
|
To add a stage, access the Select Field Settings by navigating to Settings > Data Model, selecting your object, and then the field your Kanban board depends on.
|
|
|
|
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
|
<iframe
|
|
src="https://player.vimeo.com/video/927890428?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
|
|
frameBorder="0"
|
|
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
|
|
style={{
|
|
position:'absolute',
|
|
top:0,
|
|
left:0,
|
|
width:'100%',
|
|
height:'100%',
|
|
borderRadius: '16px',
|
|
border:'2px solid black'
|
|
}}
|
|
title="Export data"
|
|
></iframe>
|
|
</div>
|
|
<script src="https://player.vimeo.com/api/player.js"></script>
|
|
|
|
### Remove Stages
|
|
|
|
To remove a stage, hover the stage name or the `⋮` icon, click `Edit from settings` in the Select Field settings, and then click <b>Delete</b> next to the relevant stage.
|
|
|
|
<img src="/images/user-guide/kanban-views/edit-stage.png" style={{width:'100%'}}/>
|
|
|
|
## Display fields
|
|
|
|
You can configure your Kanban board to display some fields and hide others. To hide a field, click on <b>Options</b> on the top right, then on <b>Fields</b> to bring up the list of options. Hover the field you want to hide to bring up the `-` button. Click on it to hide the field.
|
|
|
|
You can also rearrange the order of fields by holding down the field name and dragging it to where you want it.
|
|
|
|
<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}}/>
|
|
|
|
## Compact View
|
|
|
|
You can also hide all the fields, and get an overview of all the opportunities at a glance. To do so, click on <b>Options</b> on the top right and turn on the toggle in front of the <b>Compact view</b> option.
|
|
|
|
<img src="/images/user-guide/kanban-views/compact-view.png"style={{width:'100%'}}/>
|
|
|
|
<ArticleEditContent></ArticleEditContent> |