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On this page
  • Basic Data
  • Auto Refresh
  • Self-Hosting Flows
  • Commands
  • Data Source configuration
  • Column Configuration
  • Card Configuration
  • Flow Configuration
  • Task Icon Configuration
  • Task Color Configuration

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  1. 💡Development
  2. Portal
  3. Portlets
  4. Visual planning

Kanban

PreviousGantt chartNextResource bucket

Last updated 5 years ago

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The Kanban portlet is a work and workflow visualization portlet that enables you to optimize the flow of your work. It gives you a process based view of your activities and shows where in the process are your activities right now.

Basic Data

Internal name - unique string to identify this portlet.

Portlet title - title of the portlet, does not have to be unique.

Checkbox options

  • Enable header - enables the portlet header, ie makes it visible in the portal. It is possible select a header background color by clicking on one of the color in the color palette, remove the color by pressing the X underneath the palette

  • Header background color - select a header background color by clicking on one of the color in the color palette, remove the color by pressing the X underneath the palette

  • Header color text - select a header text color by clicking on one of the color in the color palette, remove the color by pressing the X underneath the palette

Auto Refresh

Auto Refresh - enables the portlet to refresh the data every SS:second. If data has changed in the columns the table wont refresh until the changes are saved or canceled.

Self-Hosting Flows

Self-Hosting Flows - enables the portlet to continue running when the user reaches for another portlet.

Commands

The portlet will listen to the following portlets Specify which portlet the commands above will trigger from. The portlets that appears will be shown with their unique internal name.

Data Source configuration

Data source configuration enables the portlet to execute specified query towards the chosen database connector to fetch data, or fetch data from a workflow.

Fetching data using database query

Data source configuration enables the portlet to execute a specific query to the chosen database connector.

  • Database connector - Select which connector that the query should execute against

  • Your query - Text field where queries can be written

Fetching data using workflows

Workflow option allows for any type of data table to be retrieved as data that the portlet can show.

Read more about Workflow Source in: Workflow source.

Map the data columns that are to be displayed in the portlet.

  • Task identity column - The mandatory unique identifier of the task

  • Task status column - The status of the task that is displayed

  • Task order id column - The position of the task relative to its sibling tasks

Column Configuration

In column configuration the column which are to be displayed in the Kanban are added. Us the Add button to add rows, the X on row level to remove.

Card Configuration

Add the columns that are to be displayed in the portlet and set the Display Text and header color.

Task Tooltip Configuration

In tooltip configuration enter the text and the variables that are to be seen in the Gantt tool tip when the cursor hovers above an activity.

Fields - add the columns where the data mapper is required, for example remove the time stamp when a date is displayed Tooltip - add the text and variables, using {}, which are to be displayed

Flow Configuration

See Flow Configuration in Table Portlet.

Task Icon Configuration

It is possible to display icons on the activities in the Kanban.

Default Icon - field where a default icon value can be added. Icon rules - add a row here to enter icons with conditions. It is possible to enter multiple conditions. The first condition that an activity fulfills is the icon that will be displayed on the activity. Us the Add button to add rows, the X on row level to remove.

Task Color Configuration

Activates in the Kanban can be configured in to be displayed different colors. Us the Add button to add rows, the X on row level to remove.

Color rule setup:

  • First value - variable.

  • Func - parameter to consider.

  • Second Value - the value to be measured against the variable.

Task order sort direction - Default way of sorting cards

Kanban auto refresh
Kanban Selfhost
Kanban Commands
Kanban Datasource3