Business Process Flow (BPF) Support

Organize and categorize records of a given entity in Kanban view as per the Business Process Flow defined for that entity. A Business Process Flow comprises Stages that are followed while any transaction goes through various transition phases.

Here, 2 pins will be seen besides each of the Business Process Flow.

  • The dark blue pin is the Global pin. The BPF on which Global pin is used will be pinned for all the users using Kanban Board.

  • The white pin is the Personal pin which is used for pinning BPF for a specific user. The BPF on which Personal pin used by a particular user, say User A, will be pinned only for that user.

Click on ‘Switch to Default Board’ to switch the Kanban Board to Default Board.

This field is by default enabled. You can disable/enable this field while configuring the Kanban View Component for a view as shown below:

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