• How Custom Kanban works
• Configuration
  • General
  • BPF Configuration
  • Picklist Configuration
  • Entity Configuration
• Solution Downloads

How Custom Kanban works

Pcf Custom Kanban allows to show a Dynamics CRM view as a Kanban graph.
Each view is configured through "Custom Kanban Config" entity

Records can be moved from a group to another by drag and drop

Editable data is marked with

Records are shown by a custom limit. Click on More records to show more records

Configuration

1. First of all, import the solution Custom Kanban.
Then create a new view on desired entity, and add all the attributes you want to show/edit

2. Click on Custom Controls, Search CustomKanbanControl, and select it

3. Create a record of Custom Kanban Config entity

General Configuration

• Name : The name of the config
• ViewId : Guid of the created view
• Entity Icon Url : Url of the icon to show on each element
• Amount Attribute : Name of the attribute the sum is calculated
• Name Attribute : Name of the attribute of the element title
• Show Amount : Show Amount Attribute in attributes list
• Amount Currency : Currency used for the top sum
• Max Lines : Limit of the show records ('More records' button is shown if this limit is reached)
• Editable Attributes : List of attributes that can be inline edited (Lookups are not supported)
• Colors List : List of groups colors
• Colored Sections : Sections with colors if true
• Section Min Width : Minimum (in px) of each section
• Group By Type : 3 types of grouping are supported
  • BPF : BPF configuration section
  • Picklist : Picklist configuration section
  • Entity : Entity configuration section
• Show Empty Groups : A Section added for records that related attribute is undefined

4. Choose your configuration type and fill required fields

Business Process Flow Configuration Type

• Business Process Flow : Business Process Flow
• BPF Entity : Business Process Flow's entity
• BPF Record Attribute : Lookup Attribute in the BPF Entity that links in the view entity

Picklist Configuration Type

• Picklist Attribute : The picklist Attribute (can be status code too)

Result :

Entity Configuration Type

• Entity Attribute : The lookup Attribute
• Entity Fetch XML : The request for the group list (at least id attribute and name attribute)
• Entity Logicalname : Entity collection name (LogicalCollectionName) used in fetchXml
• Entity Id Attribute : Id Attribute used in fetchXml
• Entity Name Attribute : Name Attribute used in fetchXml

Result :

Solution Downloads

Dynamics CRM Solution

PcfCustomKanban Solution 1.0.0.2