Kanban

The Avonni Kanban provides a visual, drag-and-drop interface for managing Salesforce records through workflow stages. Ideal for project management, sales tracking, and customer service

The Kanban is also available as an Experience Cloud Component.

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Tutorials

Kanban Basics [VIDEO]

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Displaying and Managing Data

Choose your Data Source

You'll need to connect your Kanban board to the correct data in Salesforce to get started. You have two options:

Manual

For a predefined set of items that don’t require dynamic updates.

Variable

Great when your table data is linked to variable collections in your flow.

Query

Perfect for tables reflecting dynamically changing data or real-time updates.

Map your Data

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

Data Mappings Configuration

Group Field Name

Select the field to determine how records are grouped into columns (e.g., "Status" or "Stage").

Sub Group Field Name

Choose a field to create subcategories within each group (e.g., "Priority" within each "Status" column).

Summarize Field

Select a numerical field to display a summary at the top of each column (e.g., total number of tasks).

Card Attributes

• Cover Image: Specify the field containing the URL for the card's image.

• Title: Choose the field displayed as the card's title.

Filtering Options

Select the fields you want to enable filtering on.

How to add filters

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.

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Adding Actions and 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.

View of an Item Action

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.

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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.

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 board's current state.

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

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.

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Style

The Kanban component offers extensive styling options to perfectly match your application's design and provide a great user experience. Here's how you can customize its appearance.

Layout and Spacing

• Margin: Control the spacing around the entire component to position it correctly within its surrounding elements.

• Padding: Adjust the inner spacing within the component to fine-tune its content's layout and visual appeal.

• Size: Modify the overall size of the component container to fit your layout requirements.

• Border: Add a border around the component to provide visual definition. You can customize the border's style (solid, dashed, etc.), color, and thickness

Header Styling

• Header Title: Customize the appearance of the main title in the header. You can adjust the font, size, color, and weight to create a visually appealing and informative heading.

• Header Caption: If you include a caption or subtitle beneath the title, you can style it independently to provide additional context or information.

• Header Avatar: If your component uses avatars in the header (e.g., to represent users or profiles), you can customize their size, shape, and appearance.

• Header Actions: Style the appearance of any interactive elements (buttons, icons, etc.) that appear in the header

Column Styling

• Column Header: Customize the appearance of the labels that identify each column. This includes options for font, size, color, and background.

• Column Header Summary: If your columns display summary information (e.g., totals, counts), you can style this text to make it stand out.

• Column Sizing: Control the width and other dimensions of the columns to create the desired layout and ensure content is displayed effectively.

Card Styling

• Card Color: Set the background color of the individual cards or items within the component.

• Card Title: Customize the title that appears on each card. Adjust the font, size, color, and weight.

• Card Description: If your cards include descriptive text, you can style its appearance to provide clear and concise information.

• Card Info: Style any additional information on the cards, such as icons, labels, or badges.

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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.