Configure Kanban View

To create a Kanban view follow the steps:

Path: App Builder -> Entities -> Leads -> Kanban view configuration

1. Click on Entities.
2. Click on Manage Entities.
3. Select the “Lead” in Active Entities.
4. Select the “Kanban view Configuration”.
5. Click on “Add Grouping Field”.
6. Select Grouping Field, From the dropdown, select “List”.
7. Select Item, click on the dropdown and select Item as “Source”.
8. Set the Display Order 1.
9. Select Aggregator, click on the dropdown and select “Ticket Value” as the aggregator.
10. Enter Display label as “Source”.
11. Click on “Add Grouping Field”
12. Select Grouping Field, From the dropdown, select “Button Grouping”.
13. Select Item, click on the dropdown and select Item as “Status”.
14. Set the Display order 2.
15. Select Aggregator, click on the dropdown and select “Ticket Value” as the aggregator.
16. Enter Display label as “Status”.
17. Click on “Add Grouping Field”
18. Select Grouping Field, From the dropdown, select “State”.
19. Set the Display order 3.
20. Select Aggregator, click on the dropdown and select “Ticket Value” as the aggregator.
21. Enter Display label as “State”.
22. Click on “Add Grouping Field”
23. Select Grouping Field, From the dropdown, select “Employees”.
24. Select Item, click on the dropdown and select Item as “Sales owner”.
25. Set the Display order 4.
26. Select Aggregator, click on the dropdown and select “Ticket Value” as the aggregator.
27. Enter Display label as “Sales owner”.
28. Display Fields For web.
29. Click on “ ” icon to add the display fields, as shown in the figure.
30. Click on dropdown and select the “Company Name”.
31. Click on “” icon, then open the dropdown and select “Contact Person”.
32. Click on “” icon, then open the dropdown and select “Ticket Value”.
33. Click “Save”.