Convert a simple view to a Kanban, the optionssets on present in the view will define how the Kanban will be rendered.
- Entities
- Views (if the view is added a dashboard, the Quick Find and View Selector wont displayed)
- Sub Grids
- Respect the View Selector.
- Display Search Box.
- Compatible with Global OptionSets.
- All options are based on view.
- Drag and drop the cards between the option values.
- Color respect the option set definitions.
- Attributes will be displayed based on the associated view and if they has value.
- With a double click, access the form record.
- No custom workflows or actions.
The component needs at least one attribute of type option set (StatusCode or OptionSet) on view.
The managed solution is ideal for non developers. Import and use.
- Specials status change: WonOpportunity, IncidentResolution, CloseQuoteRequest, etc..