The Kanban board component shows work items as cards arranged in columns, where each column is a stage in a process.
Kanban board properties
In the properties panel, there are a number of collapsible sections to configure the component:
Columns: Set up how columns will be chosen for the board.
Views: Set the filter views the component will have.
Column headers: Set what each column header shows: a record count and a summary value.
Display: Set the title, width, and state for the component.
Events: Set what actions occur when a user clicks or moves a card.
Card fields: Set what information is shown on the cards.
Interactions: Toggle further options available for the board.
These options will be discussed in the following sections.
Columns
Table: Select the table that holds the records to display on the Kanban board.
Group columns by: Columns in the Kanban board are only defined by a field of type dropdown. Select a dropdown field from the selected table.
Displaying columns can be done based on criteria or manually selected.
Criteria based columns
If the field defining the columns has numerous options, you can base which columns will show based on criteria. Criteria-based columns are recommended when new types or stages will be added over time. Because the columns aren't set manually, the board updates automatically. For example, if you add a tenth opportunity stage, it appears as a new column without any re-customization.
Column scope: Filter which dropdown options appear as columns. If left empty, all columns will show. For more information on how to create criteria, see Filter configurations.
Column order: Sort the order for how columns appear, left to right. If left empty, columns default to the order they were created.
Manual based columns
When manual is chosen, you can add and remove columns. The options shown are from the dropdown field chosen in Group columns by. Manual columns are set once, so the pipeline stays fixed: people who can't customize the app can't add or remove columns (unless a value is removed from the field). This gives you more control when the pipeline shouldn't change, and lets you drag the columns into an exact order, which is useful when the field's values have no set order.
Views
Filter views allow you to restrict which records show up in the Kanban board. You can have multiple views, each with their own restrictions.
Add a view: Click to create a new filter view.
Order: Click and drag to change the order of the filter views.
Default view: The default filter view for the board.
View visibility: Whether or not the filter view is visible in the dropdown.
Show view selector: Whether or not the dropdown to choose a filter view is available. This defaults to hidden if there is only one filter view to choose from.Enable custom views: Allow users to save their own filtered and sorted board as a view. This option appears under Show view selector. Note: Search & filtering under Interactions must first be enabled.
Selecting a view in this section allows you to configure it.
Copy / Delete: These icons allow you to copy and delete a view.
Filter title: Set the title of the view in the Filter View dropdown.
Filter: Set the selection criteria for what records will be shown. For more information on how to create criteria, see Filter configurations.
Sorting: How the data is to be sorted within the view. You can stack more than one sort criterion. Records are sorted by the top criterion first, then any records that tie are sorted by the second criterion, and so on down the list.
When custom views are enabled, a user who searches or filters the board can save the result as a view, either for themselves or shared with everyone. A custom view saves the filter and sort, but not which columns are shown. In the view selector, views are grouped into My Views, Shared Views and Standard Views. For more information, see Custom Filter Views.
Column headers
Each column header can show how many records the column holds, and a summary value calculated from a number field, such as the total amount of the opportunities in a stage.
Setting | Description |
Show record count | Show the number of records in each column. |
Show summary value | Show a calculated value for each column. Turning this on shows the settings below. |
Field to calculate | The field to calculate. Only decimal, integer and money fields are listed. |
Calculation | Sum or Average. |
Format as | How the value is formatted, for example as money. |
Currency Code | The currency to show when the value is formatted as money. |
When both Record count and Summary value are on, the count comes first and the summary value follows in brackets, for example Prospecting 3 ($19,000). When only the summary value is on, it shows the type of calculation, for example Avg. 50. Hover over the value to see the calculation, the field, and the value.
📌 Note: The count and summary value include every record in the column that matches the current view and any search or filter, even when the column has more cards than it can show.
Display
Display |
|
Title | Header text for the component. |
| Toggle the visibility of the Title. |
Column width | Width defining all columns of the Kanban board. |
Default state | The default state of the control (Regular/Hidden/Disabled). |
Show title
Events
Click: The actions that run when a user clicks a card.
Drag/Move: The actions that run when a user drags a card to another column.
Moving a card doesn't change the record by itself. The Drag/Move actions must update the field the columns are grouped by, for example an Update Fields In Table action that sets the opportunity stage to the column the card was dropped into. If the board has no Drag/Move actions, cards can't be moved between columns. If the actions don't update the grouping field, the card goes back to its original column.
Card fields
Define which fields from the base table will show on each individual card in the columns.
Click the plus icon to add fields:
Click the pencil icon on an existing field to edit it.
Interactions
Search & filtering: Toggle search bar and filtering grid chips. (
& 
)Sorting: Toggle sorting icon. (
)
Build a board with Method AI
Method AI in the Builder can add a Kanban board to a screen and configure it for you, or change a board that's already on the screen. It can set:
the table and the Group columns by field
criteria-based or manual columns
card fields
views, with their filters and sorting
column header options
the Click and Drag/Move events
If you ask for a board where users can move cards, Method AI also adds the Drag/Move action that updates the grouping field. For more information, see Method AI in the Builder.