By default, SharePortals will display records in a table view. However, you may wish to view your records as a Kanban board, which allows you to see the records sorted into buckets by a values stored in a record choice field and display totals of record fields in the bucket header.

  • Records displayed as the default list:
  • Click on the Kanban view button at the top of the list:
  • Now the records are shown as a Kanban board:

Dragging and Dropping records between buckets

The Kanban view allows the user to drag and drop individual opportunities between the different opportunity stages to reflect their progress:

  • Drag and Drop

Once the record has been dragged to the appropriate stage, the total value of all your chosen summary field is updated for each stage, allowing an at-a-glance overview.


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