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Kanban View - Account

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  • lukasz412
    replied
    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.​​

    Leave a comment:


  • ThomasB
    replied
    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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  • lukasz412
    replied
    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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  • lazovic
    replied
    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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    Leave a comment:


  • Firyo
    replied
    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.​

    Leave a comment:


  • lukasz412
    started a topic Kanban View - Account

    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
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