Kanban View

The Kanban View is now officially available in Lime CRM 2.2031.0. This feature provides a visual way to organize and manage items using an option field for grouping. Kanban View is also available as beta in the on-premise release 2025.1 Vänern. Please read more on how to configure it below.

Info

• Available from Lime CRM 2.2031.0 – no longer in beta.
• Configurable on limetypes with an option field – allowing for structured categorization.
• Drag and drop is currently not supported – items cannot be moved between columns via drag-and-drop.
• Group insights – configure and see key values per group such as average deal value.

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How to Enable Kanban View

Add the view to your explorers

To enable Kanban View, add the following configuration to your Enabled View in the root of your desired limetype:

{
    "title": "webclient.limeobject.kanban-view",
    "icon": "kanban",
    "view": {
        "name": "limec-kanban-view",
        "props": {}
    },
    "relatedData": []
}

Fig. 1: Enabling Kanban View in the configuration.

Where to find and and configure your view

Once the view has been added you will find the Kanban icon as enabled view, followed by the layouts icon. Press the Kanban view and followed by the Layouts settings.

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How to Configure Kanban View

The Kanban View allows you to organize data into groups based on an option field. Below is an annotated overview of its key elements:

Fig. 2: Configurable parts of the kanban

1. Group by property – The value of the option field determines how items are grouped.

   • Configured easily via layouts.

2. Group insights – Displays key insights per group.

   • Configured via layouts.

3. Total count per group – Shows the number of items in each group based on the current filter.

4. Item title – Derived from the primary title of the limetype.

   • The "Group by" property is excluded and relations appear in the summary below.

5. Item summary – Based on the search item configuration in Lime Admin.

   • Relations are displayed as chips.
   • Properties that are already included in the title will be omitted.

6. Item assignee – Displays the assigned user.

   • Configured which field is consider assigne or owner of the item via layouts. This supports all relation fields.

7. Promoted actions – Any configured promoted actions for the limetype are available in the menu within the group header.

This enhanced Kanban View provides a structured way to visualize and manage data, making it easier to track progress and organize information efficiently. 🎯

Configure Beta Kanban view in on-premise release 2025.1 Vänern

The Kanban view is available in Vänern 2025.1 as a stable Beta, but where some issues and problems might exist. To enable it you will need to follow the above instructions, as well as do the following as an admin. Otherwise it will not work and display errors.

1. Open Layouts settings in the explorer view for your limetype where they view has been added with the All {limetype} filter.
2. Ensure to configure a value in Group by, Order by and Direction as they are the minimum configuration.
3. Save your layout.
4. Publish your layout.