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  • Kanban View - Account

    Hello,
    Where do I find the "Kanban View" options in the "Account" unit.
    In earlier versions I used this functionality, but currently I do not see it.
    My version of EspoCRM is 7.2.4

  • #2
    Hi there,

    Could you please show us the "Edit" page of the "Account" entity on your EspoCRM ?

    I mean this one (screenshot from the demo)
    Click image for larger version

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    Regars,
    Firyo.​

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    • #3
      Hi lukasz412,

      You need to first select Status Field so that you can enable Kanban View, as shown in the screenshot:

      Click image for larger version

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      • #4
        lazovic Thanks for the advice.
        Do you know how to add custom fields to the "Status Field" list?
        Currently I only see the default fields here.​

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        • #5
          I think, if you add a custom field of the type enum to the account entity, that custom field will be listed as option of status field.

          See: https://docs.espocrm.com/administrat...ype-parameters
          Last edited by ThomasB; 09-18-2023, 10:58 AM.

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          • #6
            It was enough to add a custom "Enum" field and the field appeared in the "Status Field" list. Previously, I mistakenly created a "Multi-Enum" field.
            Problem solved.
            Thank you for your help.​​

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