Configuration for Subgrid

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You can make Kanban Board available for subgrid. This is possible by adding Kanban Control on forms.
To add Kanban Board Control on Subgrid 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’ --> Form --> Select ‘Account’.
Here, add new tab on the form.
Now select the tab --> Click on ‘Change Properties’ --> Go to ‘Display’ --> Select the required details.
Next go to ‘Controls’ --> Enable Kanban Board for Web, Phone and Tablet.
Now it will show the related cases of a particular record in Kanban View.
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Configuration for Specific View

Configuration for Personal View

Last modified 1yr ago

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