Configuration for Specific View

Power Apps

Navigate to make.powerapps.com --> Select the environment --> Tables --> Opportunity

Note: Select the entity on which you want to configure the Kanban Board control here, we are taking the Opportunity entity as an example.

Open Tables

• Navigate to Tables in Power Apps.

• Select the entity you want to configure (e.g., Opportunity).

Open the Views Section

• Click on the Opportunity entity.

• Select Views.

Note: Select the view on which you want to configure the Kanban Board control. In this example, we are using the All Opportunities view.

Choose the Desired View & Add Component to the View

• Open the specific view where you want the Kanban Board to appear.

• In the View Designer, select Components.

• Click Add a component → Get more components (this displays all available components).

Search and Select Kanban Board Component

• Search for Kanban Board Control.

• Select it from the list.

Add the Control

• In the Add Control panel, choose Kanban Board Control.

Configure the Kanban Board

• Click the added component.

• Enter the required basic configuration details. Add Lane Criteria –> Select the field based on which Lanes will be categorized. Here, since we are selecting Status Reason, the list will be created based on the Status Reason of the Opportunity Entity. For example: In Progress, On Hold, Won, etc. For Header - Select the field value that is to be displayed on the header of the card. Similarly, populate the Sub-Header fields

Publish

• Save and Publish your changes.

• The Kanban Board will now appear in the selected view.

Classic UI

You can make Kanban Board available for certain views in an Entity. This is possible by adding Data-set Control on Entity Views.

To add Kanban Board Control on Entity Views follow the steps given below:

• Go to Settings -> Customizations.

• From there go to Customize the System -> Entities

• Next, click on any Entity, for e.g. ‘Account’ -> Views -> Click on any view, for e.g. ‘All Accounts’.

• In that click on ‘Custom Controls’ -> ‘Add Control’

• Here a list of Data-set control will be displayed. Select the respective Data-set Control that you want to add i.e. ‘Kanban Board’ -> Click on ‘Add’.

Added control will be available for this view only and not for all views.

• Next enable Kanban Board for Web, Phone and Tablet.

• Now it will be shown to only the specific view ‘All Accounts.’

For further queries, reach out to us at [email protected]