Configuration for Specific View
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.’
Last modified 5mo ago