Configuration for Subgrid

Power Apps

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

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

Select the Entity: Choose the required entity (e.g., Account).

Open Forms: Click Forms for that entity.

Open the Desired Form: Select and open the form where the Subgrid is located.

Note: Select the form on which you want to configure the Kanban Board control. In this example, we are using the Account main form.

Open the Form where you want the Kanban Board to appear

Add a Column for Kanban Board: Add a new Column or use an existing one to host the Kanban Board control.

Add Subgrid -> In the Subgrid properties, set the appropriate Table (Entity) and Default View so that the corresponding records become visible on the Kanban Board column tab.

Click on Done.

Click On Components, then select Get more components to add the Kanban Board control to the form.

Search for the Kanban Board control, then select the Kanban Board component.

Click on the Add button -> add Kanban Board Control to the column/subgrid.

In the Add Control panel, choose Kanban Board Control.

Configuration of the Kanban Board Control

• 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 Status Reason of Case Entity.

• For Header - Select the field value that is to be displayed on header of card. In similar way populate the Sub-Header fields.

Click Done to save.

Publish

• Save and Publish the form.

• The Kanban Board will now appear within the Subgrid.

Classic UI

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.

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