Configuration for Specific View
Power Apps
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.
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.
Click Done to save.
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’.
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]
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