Kanban Board
GridMate’s Kanban Board is designed to help users manage and visualize workflows by tracking progress and allowing quick updates directly within the page.
In this tutorial, we will create an app page for opportunity Kanban Board using GM - Kanban Board.
From Setup, create an app page in the Lightning App Builder.
From the components list, drag and drop the component GM - Kanban Board.
The component is now ready for configuration in the Lightning App Builder.
The property values can be configured to tailor the component to the needs of the end-user.
To perform a quick configuration, populate required property values:
Custom Label : Opp Pipeline Board
Custom Icom : standard:opportunity
Object Name : Opportunity
Stage Field : StageName
Title Field : Name
Object Fields : CloseDate,ExpectedRevenue,Amount
Row Limit : 100
Enable Create Object : Checked
Enable Update Object : Checked
Enable Mass Update : Checked
Enable Delete Object : Checked
Enable Mass Delete : Checked
Aggregate :
{ "Amount": "sum", "ExpectedRevenue": "sum" }
actions :
[{"label":"Update Stage","name":"Opportunity.Update_Stage"}]
Below is a step by step tutorial to configure the GM - Kanban Board.
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