GM - FieldSet Kanban

(gmpkg:FieldSetKanbanDataGridComponent)

Documentation

GM - FieldSet Kanban component is used to display a list of records using a specific FieldSet across a navigation path. This component gives you a big picture view of all your work and lets you easily filter your records along your pipeline.

Use case: Display a Kanban of opportunities on a specific app page. This component can be used to build workspaces like Sales Development Reps Workspace.

Specification

GM - FieldSet Kanban component has the same properties as GM - ListView Grid except for the following attributes.

Property
Type
Description

Kanban Stages *

String

JSON string to define the stages. Each stage has:

  • label: the stage label

  • filter: the stage filter. This property defines the records that should be displayed under this stage. The configuration wizard can be used to define this property.

The example below can be used to display opportunities based on the stage value

Example of Kanban Stages configuration

[
   {
      "label": "Interact",
      "filter": {
         "StageName": {
            "operator": "in",
            "value": "('Prospecting','Qualification')"
         }
      }
   },
   {
      "label": "Propose",
      "filter": {
         "StageName": {
            "operator": "in",
            "value": "('Value Proposition', 'Id. Decision Makers')"
         }
      }
   }
]

API Reference

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