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
![](images/kanban_demo2.png)
Editable data is marked with
![](images/kanban_demo3.png)
Records are shown by a custom limit. Click on More records to show more records
![](images/kanban_demo4.png)
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
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Entity Icon Url : Url of the icon to show on each element
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Amount Attribute : Name of the attribute the sum is calculated
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Name Attribute : Name of the attribute of the element title
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Show Amount : Show Amount Attribute in attributes list
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Amount Currency : Currency used for the top sum
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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
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Colored Sections : Sections with colors if true
- Section Min Width : Minimum (in px) of each section
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Group By Type : 3 types of grouping are supported
- BPF : BPF configuration section
- Picklist : Picklist configuration section
- Entity : Entity configuration section
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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
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BPF Entity : Business Process Flow's entity
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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