Kanban

The Kanban is also available as an Experience Cloud Component.

Overview

The Avonni Kanban Component is a simplified, Trello-like board for Salesforce that helps you manage your workflow visually. It displays Salesforce records, both standard and custom, in organized columns. Each column is a workflow stage; you can drag and drop records between stages. Ideal for managing projects, tracking sales, or organizing customer service tasks, it offers a real-time and easy-to-use solution to keep your business objectives on track.

Tutorials

Name	Description	Illustration
🎥	This tutorial explains the basics of the Avonni Kanban configuration.

Name

Description

Illustration

🎥

This tutorial explains the basics of the Avonni Kanban configuration.

Configuring the Kanban

Data Source Configuration

The "Data Source Configuration" step in setting up the Avonni Kanban Component involves connecting the Kanban board within your Salesforce environment to a specific data set.

Link to 'Get Records' Collection: The first step involves linking the Kanban component to a 'Get Records' collection in your flow. This collection should contain the Salesforce records you wish to manage on the Kanban board.
Usage: This configuration is crucial for ensuring the Kanban board displays the relevant records from your Salesforce environment.

Data Mappings configuration

The "Data Mappings" section aligns the data retrieved from Salesforce with the Kanban board's structure and functionality.

Importance of Data Mappings: When using a variable data source like 'Get Records', setting up data mappings is essential. This process involves aligning Salesforce fields from the 'Get Records' collection with the corresponding attributes in the Avonni Kanban Component.
Implementation: This ensures the accurate representation and organization of Salesforce data within the Kanban board.

Group Field Name Attribute

This attribute groups data according to a specific field. It determines how records are categorized into different columns in the Kanban board.

Application: For instance, if you choose a status field as the Group Field, records will be grouped based on their status, creating separate columns for each status category.

Sub Group Field Name

This attribute allows further subdivision within each group. It's used to create subcategories under each main group.

Example: You might subgroup records within each status column based on priority or department.

Summarize Field

The Summarize Field contains numerical values totaled at the top of each column.

Usage: This is useful for providing a quick summary or tally within each workflow stage, such as a total count of tasks or a sum of values.

Card Attributes

In the Avonni Kanban Component for Salesforce, one of the key features that enhance your Kanban board's visual and functional appeal is Card Attributes. The 'Cover Image' attribute significantly brings a visual dimension to your workflow management.

Cover Image

The Cover Image attribute indicates which field in your data source contains the URL for the card's image. This image is then displayed at the top of the card, offering a visual cue that can assist users in quickly recognizing the content or context of the card.

Title

Specifies the field containing the card's title.

Filtering Options

The Filters attribute lets you choose which fields can be filtered on the Kanban, enhancing the user's ability to sort and view specific records based on selected criteria.

By setting up these data mappings correctly, you ensure that your Kanban board displays the most relevant information in an organized and visually appealing manner, enhancing productivity and user experience.

Items Actions & Interactions

Actions

Actions like edit or delete can be displayed at the top right corner of each item (or card), providing quick access to commonly used functionalities.

Interactions

The Avonni Kanban Component allows customizable interactions to enhance user experience and functionality. Here's a more precise explanation of these interaction settings:

Interaction Type	Description	Example/Application
On Item Action Click	Defines the outcome of clicking an action button on a Kanban item.	Clicking an 'edit' button could open a form for editing the item's details.
On Header Action	Sets interactions for clicks on action buttons in the Kanban's header.	Actions might include adding a new item to a column or refreshing the board.
On Item Drop	Configures automatic actions for items dragged and dropped into a different column.	An 'update records' action could be set to save changes automatically when an item is moved to a new column.

Interaction Type

Description

Example/Application

On Item Action Click

Defines the outcome of clicking an action button on a Kanban item.

Clicking an 'edit' button could open a form for editing the item's details.

On Header Action

Sets interactions for clicks on action buttons in the Kanban's header.

Actions might include adding a new item to a column or refreshing the board.

On Item Drop

Configures automatic actions for items dragged and dropped into a different column.

An 'update records' action could be set to save changes automatically when an item is moved to a new column.

Properties

Display Options

Variant: This property allows you to change the appearance of the Kanban board to better align with your aesthetic or functional requirements.

Selected Variant	Description	Image
Base	The Base variant depicts each stage as a separate column, resembling a traditional bulletin board filled with cards.
Path	The Path variant displays each step as part of a journey or sequence, with corresponding cards situated beneath each step. This layout makes it easy to visualize the progression of items through various stages.

Selected Variant

Description

Image

Base

The Base variant depicts each stage as a separate column, resembling a traditional bulletin board filled with cards.

Path

The Path variant displays each step as part of a journey or sequence, with corresponding cards situated beneath each step. This layout makes it easy to visualize the progression of items through various stages.

Remember to choose the field you want to use for grouping the cards in the Data Mappings section. This ensures that each card is sorted into the correct column based on that selected field.

Hide Column Header: When enabled, this hides the headers of each column or group to provide a cleaner look.
Read Only: When activated, this property disables the drag-and-drop functionality of both tiles and columns to preserve the current state of the board.

Header

This section allows customization of various elements in the header, such as:

Title: The main title is displayed at the top of the Kanban board.
Caption: A subtitle or additional information below the main title.
Icons: Customizable icons that can be added next to the title or caption.
Actions: Custom buttons action.

Search Engine Option

This enables a search bar within the Kanban board, providing the ability to locate specific items quickly.

Column Order Direction

The "Column Order Direction" setting in the Kanban component allows users to define the sequence in which columns are displayed on the board. This feature offers flexibility in visualizing and organizing workflow stages or categories based on personal or business preferences.

Default: This is the standard order that columns appear upon initial setup. It's based on the natural order in which columns are defined or inputted into the system.
Ascending Order: Columns are displayed from the lowest value to the highest. This could be alphabetical (A to Z) or numerical, depending on the column titles or the underlying data you're working with.
Descending Order: The inverse of ascending; columns are displayed from the highest value to the lowest. Again, this could be alphabetical (Z to A) or numerical.
Custom: Provides the highest level of flexibility. Users can:
- Define a sequence for columns, irrespective of their default, ascending, or descending order.
- Hide specific columns from view, allowing for a cleaner and more focused visualization.

Field Attributes

The Variant attribute in field settings provides flexibility in determining how fields are visually represented on the Kanban.

Variant Attribute	Description	Use Case
Standard	Default display with the label shown prominently above the field content.	Ideal for clear, straightforward field identification.
Label Hidden	Label for the field is hidden; only the field content is visible.	Reduces visual clutter; useful when labels are not necessary due to context.
Label Inline	Label is displayed inline (side-by-side) with the field content.	Saves horizontal space; suitable for compact layouts.
Label Stacked	Label is positioned directly above the field content with clear separation.	Creates a distinct hierarchy between label and content, enhancing readability.

Variant Attribute

Description

Use Case

Standard

Default display with the label shown prominently above the field content.

Ideal for clear, straightforward field identification.

Label Hidden

Label for the field is hidden; only the field content is visible.

Reduces visual clutter; useful when labels are not necessary due to context.

Label Inline

Label is displayed inline (side-by-side) with the field content.

Saves horizontal space; suitable for compact layouts.

Label Stacked

Label is positioned directly above the field content with clear separation.

Creates a distinct hierarchy between label and content, enhancing readability.

Style

The component's appearance can be fully customized from the Style Panel, including but not limited to:

Header Title: Customize the font, color, and size.
Header Caption: Style options for the caption under the title.
Header Avatar: If you're using avatars, customize their look here.
Column Header: Styling options for the column headers.
Column Header Summary: Style the summary text or counts often displayed at the bottom of each column.
Column Sizing: Control the width and other dimensions of the columns.
Card Title: Customize the title displayed on each card or item.
Card Description: Style the description text on the cards.

Possible Use Cases

Name	Description
Sales Pipeline Management	Provides an overview of all ongoing deals at various stages—from lead generation to closing. Columns can be based on values that admins have in their related picklist fields, like "New Lead," "Contact Made," "Proposal Sent," and "Closed Won/Lost," or they can be customized to your specific needs. Move sales records through these stages with simple drag-and-drop actions.
Project Management	Offers a visual way to track project milestones and tasks. Columns can represent standard stages like "To Do," "In Progress," "Review," and "Completed," or they can be based on the values in related picklist fields. Tasks can be moved from one column to another as they progress.
Customer Service Ticketing	Helps in managing customer support queries efficiently. Columns can represent stages like "New," "In Progress," and "Resolved." Customer queries or tickets can be moved through these stages, helping the support team manage workload.
Onboarding process	Streamlines the employee onboarding process. Use columns for stages like "Initial Interview," "Background Check," "Orientation," and "Fully Onboarded." Each new employee can be represented as a card that moves through these stages.
Inventory management	Offers a visual way to manage inventory levels. Columns can represent "Low Stock," "In Stock," and "Overstocked," and inventory items can be moved accordingly.
Content Scheduling	Helps in planning and tracking a content calendar. Columns can be used for "Idea," "Draft," "Review," and "Published." As content moves through these stages, it can be updated in real-time.

Name

Description

Sales Pipeline Management

Provides an overview of all ongoing deals at various stages—from lead generation to closing. Columns can be based on values that admins have in their related picklist fields, like "New Lead," "Contact Made," "Proposal Sent," and "Closed Won/Lost," or they can be customized to your specific needs. Move sales records through these stages with simple drag-and-drop actions.

Project Management

Offers a visual way to track project milestones and tasks. Columns can represent standard stages like "To Do," "In Progress," "Review," and "Completed," or they can be based on the values in related picklist fields. Tasks can be moved from one column to another as they progress.

Customer Service Ticketing

Helps in managing customer support queries efficiently.

Columns can represent stages like "New," "In Progress," and "Resolved." Customer queries or tickets can be moved through these stages, helping the support team manage workload.

Onboarding process

Streamlines the employee onboarding process. Use columns for stages like "Initial Interview," "Background Check," "Orientation," and "Fully Onboarded." Each new employee can be represented as a card that moves through these stages.

Inventory management

Offers a visual way to manage inventory levels. Columns can represent "Low Stock," "In Stock," and "Overstocked," and inventory items can be moved accordingly.

Content Scheduling

Helps in planning and tracking a content calendar. Columns can be used for "Idea," "Draft," "Review," and "Published." As content moves through these stages, it can be updated in real-time.

Last updated 7 days ago