Kanban Block

Allow users to visually drag and drop data through stages with a Kanban board.

Patrick avatar
Written by Patrick
Updated over a week ago

The Kanban is a standard status-based visual interface used typically in project management scenarios. The Kanban allows users to visually drag-and-drop cards from one 'column' to another to update it's status, based on your settings.



Basics

Label

A simple visual label that displays at the top of your Block container. Also used for your internal reference in the page builder.

Spreadsheet

Select the spreadsheet to display in your Block.

Click here to read the full article on Block Spreadsheets

Layout Position

If you've selected a Layout for your page, you will see the Layout Position select dropdown. This setting determines which 'slot' in your Layout the current Block is located in. As you change the Layout Position, you'll see your block move around into different Layout slots.

Alternatively, you can add a new block to a specific layout slot by clicking on the slot directly.

Click here to read the full article on Page Layout


Card

The Kanban block displays records in white white visual cards which can be dragged and dropped into other columns. Since Grid, Kanban and Calendar all share the same Card settings, please click here to view the full article on Card Settings

Column Field

Select the spreadsheet column to use for 'splitting up' your data into columns in the Kanban board. When users drag and drop items from one column to another, the value in this spreadsheet column will be updated for that record.

Columns

Define the columns in your Kanban board, based on real values from your spreadsheet Column that you selected for the 'Column' setting. It's critical that these two settings line up, which is why we auto-generate the 'Columns' values whenever you change the 'Column' setting.



Filters

Visible Filters

Give users the ability to filter the data in your Table with select dropdowns and other input fields.

Click here to the full article on Visible Filters

Hidden Filters

If you need to limit the data a user can see in your app based on who is logged in, you can create a Hidden Filter using custom user fields.

With this simple feature, you can build a dynamic application that shows different data to different users, while keeping all data in a single sheet.

Example: Your company has three distinct teams accessing the same page, but you want them to only view the records that relate to their team.

Click here to read the full article on Hidden Filters

Show Search Bar

If on, a search bar will appear in the filters area in the top of your Block container, allowing users to easily filter through the records using a keyword search.



Actions

Record Click Action

Define the functionality for when a user clicks on a specific record (row) in your Table. There are 4 options: Default Detail View, Custom Detail View, Custom Action, and None (no action).

Click here to read the full article on Record Click Action

Note: The default detail view is where you can toggle your user's ability to move the cards in your Kanban board to new columns. To restrict all users from doing this, simply disable "Allow Editing Records" from Permissions.

To limit certain users from being able to move Kanban cards, click here to learn about Create, Edit and Delete record Permissions.

Custom Action

When you choose the 'Custom' Record Click Action, you will see the Custom Click Action setting, allowing you to define a custom action to be triggered when a specific record (row) in your Table is clicked.

Click here to read the full article on Custom Actions

Show Create Action

If enabled, a button will appear in the top right corner of your Block container, allowing users to trigger a 'Create New Record' view where they can add new records to the spreadsheet linked to this block. Newly created records will appear in the Block immediately once created.

Move Action

Configure an action that's triggered by the movement of a Kanban card from one column to the next.

Note: You can use the {{record.Field}} dynamic variable to reference the updated field value or any row value on that record.

Click here to learn more about our different Data Sources.


Other Settings

Results Per Page

Determine how many results should show in the Table before displaying the 'pages' navigation at the bottom of the container, which allows users to move through the multiple pages of results, if any.

Record Label

Provide a label in singular format ('Dog' vs 'Dogs') to use in various text labels around your Block and related features. By default, if this setting is not configured, the generic term 'Record' will be used as a placeholder.

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