Kanban View - Account

[lukasz412]

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

[Firyo]

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)


Regars,
Firyo.

[lazovic]

Hi lukasz412,

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

[lukasz412]

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.

[ThomasB]

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

[lukasz412]

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.