Leads disappear after using Kanban pipeline view

[Alexis]

Hello,

In EspoCRM 10, when pipeline is activated, leads disappear after switching to the Kanban view.






Steps to reproduce

1. Enable pipelines for Leads.
2. Create leads inside and outside a pipeline.
3. Open the Lead list: all leads are visible.
4. Switch to Kanban and select a pipeline.
5. Switch back to List view and no more leads :-(

Actual result

Only leads from the selected pipeline remain visible, even in List view.
Leads outside the pipeline appear to be missing.

Expected result

List view should show all leads again.

The pipeline selector should also include:

• All pipelines
• No pipeline / Unassigned

Am I missing something or is it something to adjust for the next version ?

[yuri]

https://github.com/espocrm/espocrm/issues/3727

[Alexis]

Hello Yuri,

It fixes a bug with the 10.0.3 but for me a problem is still there.
We can only have the kanban view if the lead is in a pipeline.

For me the Kanban view should still be possible with classic status field, as it was with all previous version in EspoCRM.
As I have hundreds of leads that were in my classic kanban view using the status field.


I still want my leads visible in the kanban view using the status field

Do you think you can fix that ? Is it possible with the new logic ?

Thank you.

[yuri]

Hi,

It's how it is designed to work.

You need to assign all existing leads without a pipeline to some pipeline.

https://forum.espocrm.com/forum/general/127063-retro-assign-pipelines-to-existing-opportunities