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Kanban Board
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Configuration for Subgrid
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
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Configuration for Personal View
Last modified
1yr ago
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