Show labels for Amount (and 2 of my custom fields) in the Kanban view of Opportunity

[rabii]

Hi @Triggerz

Thanks for your input.

I will tinker about the two features although both are challenging, below my notes on both:

1 - a menu to add related records => Adding related record could be confusing hence entity could be linked to many other entities e.g account on kanban - the account might be linked to different entities and therefore creating a related record is challenging design wise as the user would need to click on create related record then display a modal to choose with foreign entity than show the create modal. also an issue with creating a related one to one. I will think about it of course.

2 - This one is more about the kanban not only the item kanban - but this is something i always wanted to add - will definitely start working on it. The challenge is design, an admin can select which field to display and then maybe some functions like SUM - AVG etc in this case different interface should be used progress indicates progress of something e.g a financial goal etc

will think about this and check if i can implement something.

Thanks for sharing this.

[Kharg]

Congrats on the release

[rabii]

Here is the link for anyone interested in this extension.

https://rabiibrahimi.gumroad.com/l/hdmtt

[Triggerz]

Hi rabii, hope you can incorporate features like:

1. a menu to add related records
2. progress bar on the status header representing the count of cards base from another field that can be clicked to quickly filter the cards of the specific status

I got these ideas from the odoo fleet application. They have a very good UI functionalities.

[rabii]

Been caught on other things. Come across some use case and started implementing - also added global config for things like color and space. should be out son (documentation is done).

[Kharg]

Is it out?

[rabii]

Triggerz ChrisSka83

Completed working on documentation. Will upload to a digital selling platform and share link for those interested.

[ChrisSka83]

Just wanted to ask about the status.

[rabii]

next week

[Triggerz]

Hi rabii,

When will the extension be available? This is a great feature.

Thanks

[rabii]

Hello,
I'm trying to find a way to show labels (f.e. "Amount:") before the amount itself or the same for 2 other custom fields, in the Kanban view.
I tried everything from trying to configure it through an Enum field as label up to configuration options or custom code that did not work in the end.

Thank you

I am currently working on an extension to allow the admin to display labels of the fields on the kanban card. It will have other features, like adding a custom label, adding an icon and control style of the text including font size and colour.

[rabii]

That is a nice solution but it comes with the cost of having to add more fields to contains the info. I am currently working on an extension to allow the user to display labels on the kanban card. It will have other features, like adding a custom label - adding an icon and control of style.

[ChrisSka83]

Calvino2000

Here you can see 2 examples of what it looks like for me.
Example 1:
I have created 2 text fields here. These are filled with formulas.
This gets the data from 3 different date fields.

Example 2:
A text field filled with a formula that is made up of 3 currency fields. The third currency field also consists of a formula.

It should therefore work very well, as in your example with an amount.

[Calvino2000]

Thank you all - then I will try to find another solution instead of using Kanban.

ChrisSka83 - I will see but not really sure but thanks

[ChrisSka83]

Hi Calvino2000 ,
try my solution. Can also be used in the Kanban view.

https://forum.espocrm.com/forum/general/101831-add-field-label-to-record-list-dashlet