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Version: 1.6.0

B2B CRM Kanban Boards

By default, the following Kanban boards are available in the B2B CRM application:

However, you can create boards for other tables, if such a table:

  1. Is created in the B2B CRM application.
  2. Has at least one column of type Choice.
  3. Has at least one column of type Reference: employee.
tip

Role required: admin, crm_admin.

Create a kanban board​

The boards are created automatically for sales directions when you click the Open opportunity board and Open content board buttons on the sales direction form.

You can also manually add records to the Sales Direction Board (crm_selling_direction_board) table. To do so, complete the following steps:

  1. Navigate to CRM → Parameters → Sales Direction Boards.
  2. Click New and fill in the fields.
  3. Click Save or Save and view.

Sales Direction Board form fields

FieldMandatoryDescription
NameYSpecify the board name.
Sales directionNSpecify the sales direction to which the board belongs. By default, the field is completed with the first found sales direction of the current user. If there is none, the field remains empty. You can edit the value.
FieldMandatoryDescription
TableYSpecify the table whose records should be displayed as board cards. You can only select a table that belongs to the B2B CRM application and has at least one column of type Choice and one of type Reference: employee. When the field is cleared, the values of the following fields are cleared as well:
  • Record displaying condition
  • Displaying condition in JSON
  • Table name badge
  • Badge 2-5
  • Area configuration
  • WIP limits
  • Card name field
  • Responsible field
  • Date of last state change field
  • Blocking field
  • Blocking value
  • Expedite field
  • Expedite value
  • State field
  • States on the board
  • Excluded states
Specify displaying condition in JSONNActivate the toggle if you need to specify the access condition to cards in JSON for the users with different roles.
Record displaying conditionNSpecify the access condition to cards for the users in the condition builder. The field is displayed only if the Specify displaying condition in JSON toggle is in the inactive position.
Displaying condition in JSONN

Specify the access condition to cards for the users with different roles in JSON using the template. In the template, the properties are user roles from the B2B CRM application, and the keys are the access conditions for these roles.

Example: The {"crm_marketeer": "(marketing_message_id.sales_direction_id=170549485202516096)"} template allows access to the board cards only to the users with the crm_marketeer role belonging to the specified sales direction.

The field is displayed only if the Specify displaying condition in JSON toggle is in the active position.

Specify background image linkNActivate the toggle if you need to specify a link to the background image.
Background imageNClick the clip icon to open the attachments widget and upload the background image for the board. The field is displayed only if the Specify background image link toggle is in the inactive position.
Background image linkNSpecify a link to the background image for the board. The field is displayed only if the Specify background image link toggle is in the active position.

Edit a kanban board​

To edit an existing kanban board, follow one of the instructions below:

  • Navigate to CRM → Parameters → Sales Direction Boards, find the required record and open its form. Edit the required fields and click Save or Save and view.
  • Open the board and click to edit it. Edit the required fields and click Save or Save and view. Ways to open a board:
    • Navigate to CRM → Parameters → Sales Directions, find the record of the sales direction, the board of which you need to configure. Click Open opportunity board or Open content board.
    • Navigate to CRM → Boards, find the required board and click on it.
    • Navigate to My Work in CRM → My Opportunity Board / My Content Board / My Task Board.

Configure JSON​

The Configure JSON UI-action is available on the board form. Click it to open a modal window where you can specify the board configuration in the JSON format. The structure opened when you click the button shows the current board setting and corresponds to the values of the parallel form fields. Click Apply when you finish the configuration to save the changes and open the board in a new tab. The values of the form fields will be updated to correspond with the new JSON configuration.

JSON configuration parameters

The kanban board columns configuration.

ParameterDescription
WIP_limitsSpecify the limits to the number of records in each state. Only the columns for which the WIP limits are specified can be united in areas.
included_stateSpecify the states for which the columns need to be added to the board. The cards in other states will not be displayed on the board. Use this parameter only if the excluded_states parameter is not specified.
excluded_statesSpecify the states, the records in which must not be displayed on the board. Use this parameter only if the included_state parameter is specified.
state_aggregationSpecify the states that need to be united in areas. The property in the object is the leftmost state in the area, and the value is the array of sequential states included in the area. Only the columns for which the WIP limits are specified can be united in areas.
Example of JSON configuration for an opportunity board
{
   "rows":{
      "WIP_limits":{},
      "included_state":[],
      "excluded_states":[
         "Support and post-sale",
         "Demand generation"
      ],
      "state_aggregation":[]
   },
   "cards":{
      "body":"name",
      "badge1":"",
      "badge2":"service_or_product",
      "badge3":"selling_direction",
      "badge4":"estimated_revenue",
      "badge5":"opportunity_probability",
      "color_badge_1":"#0068B3",
      "color_badge_2":"#ff7514",
      "color_badge_3":"#0068B3",
      "color_badge_4":"#77dd77",
      "color_badge_5":"#0068B3",
      "responsible":"responsible",
      "expedite_field":"",
      "expedite_value":"",
      "need_action_field":"status_reason",
      "need_action_value":"on_hold",
      "time_in_current_state":"sys_updated_at"
   },
   "lines":{
      "main_name":"Main Opportunity",
      "expedite_name":"Expedite"
   },
   "global":{
      "condition":"",
      "role_dependent_condition": {
         "default": "(active=1^open=1^selling_directionDYNAMIC168752035023072720)",
         "admin": "(active=1^open=1)",
         "crm_admin": "(active=1^open=1)",
         "crm_read_admin": "(active=1^open=1)"
      },
      "row_column_id":"166480673810623773",
      "row_column_name":"stage",
      "essence_table_id":"166480589916282031",
      "essence_table_name":"crm_opportunity",
      "background_image_url":"",
      "background_image_id":"168907430726377278"
   }
}
Example of JSON configuration for a content board
{
   "rows":{
      "WIP_limits":{
         "backlog":5,
         "approval":5,
         "correction":5,
         "in_progress":5,
         "layout_editing":5,
         "internal_editing":5
      },
      "included_state":[],
      "excluded_states":[
         "withdrawn",
         "published",
         "thematic_pool"
      ],
      "state_aggregation":[]
   },
   "cards":{
      "body":"name",
      "badge1":"",
      "badge2":"service_or_product",
      "badge3":"master_content",
      "badge4":"sme",
      "badge5":"",
         "color_badge_1": "#ff7514",
         "color_badge_2": "#0068B3",
         "color_badge_3": "#77dd77",
         "color_badge_4": "#ff7514",
         "color_badge_5": "#0068B3",
      "responsible":"author",
      "expedite_field":"expedite",
      "expedite_value":"true",
      "need_action_field":"blocked",
      "need_action_value":"true",
      "time_in_current_state":"sys_updated_at"
   },
   "lines":{
      "main_name":"Main Contents",
      "expedite_name":"Expedite"
   },
   "global":{
      "condition":"",
      "role_dependent_condition": {
         "default": "(marketing_message_id.sales_direction_idDYNAMIC168752035023072720)",
         "admin": "()",
         "crm_admin": "()",
         "crm_read_admin": "()"
      },
      "row_column_id":"167335724326704524",
      "row_column_name":"status",
      "essence_table_id":"167335630627617349",
      "essence_table_name":"crm_content",
      "background_image_url":"",
      "background_image_id":"168907430726377278"
   }
}
Example of JSON configuration for a task board
{
    "rows": {
        "WIP_limits": {},
        "included_state": [],
        "excluded_states": [
            "cancelled",
            "closed"
        ],
        "state_aggregation": []
    },
    "cards": {
        "body": "subject",
        "badge1": "",
        "badge2": "due",
        "badge3": "",
        "badge4": "priority",
        "badge5": "",
        "color_badge_1": "#ff7514",
        "color_badge_2": "#0068B3",
        "color_badge_3": "#77dd77",
        "color_badge_4": "#ff7514",
        "color_badge_5": "#0068B3",
        "responsible": "owner",
        "expedite_field": "",
        "expedite_value": "",
        "need_action_field":"state",
        "need_action_value":"state",
        "time_in_current_state": "sys_updated_at"
    },
    "lines": {
        "main_name": "My Task"
    },
    "global": {
        "condition": "",
        "role_dependent_condition": {
            "default": "(ownerDYNAMIC166065705218605748)",
            "admin": "()",
            "crm_admin": "()",
            "crm_read_admin": "()"
        },
        "essence_table_id": "166505546317979915",
        "essence_table_name": "crm_task",
        "row_column_id": "166489007414837079",
        "row_column_name": "state",
        "background_image_url": "",
        "background_image_id": ""
    }
}