Configuration for Specific View

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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.’

Configuration for Entity

Configuration for Subgrid

Last modified 1yr ago

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