Configuring Card Actions
Last updated
Last updated
Card Actions are executed when cards are dragged from one column to another (dragging of cards is the main idea of Kanban-style data manipulation).
Card Actions can be added in 2 ways:
Click "add" link in "Actions" section of Card Properties or Column Junction Settings
Drag the action from the Actions library (in the left sidebar of Kanban builder) to the desired Card or Column Junction
And Card Actions can be added into 2 card representations:
Card itself (in the "Kanban Cards" section of the builder main area)
Column Junctions (card frames in the columns)
When actions are added to Card by clicking "add" link, they will be always executed, no matter what column this Card will be dragged and dropped to.
When actions are added to Column Junction by clicking "add" link (at one of columns listed in "Actions" section), they will be added to current Column Junction only and for selected column only. This means that actions will be executed only:
when Card is dragged from the column (where this action was added to Column Junction), and
when Card is dropped to the column, what action was added for
Also, if there were no Column Junctions Drag-n-Drops configured, a proper one will be set automatically after adding the first action:
After clicking the "add" link in both Card or Column Junction, an "Add Action" popup will be shown. It will ask you what to add - action or action group - and suggest which action or action group should be added - new or already existing:
If user select "New" action or action group to add, a new popup ("Create New Action" or "Create New Action Group") will be shown with the proper form. Create desired Action or Action Group and click "Save" to add it.
If user select "Existing" action or action group to add, a proper popup ("Select Action" or "Select Action Group") will be shown with the list of Actions / Action Groups. Click on any Action / Action Group to select it, and press "Select" button to add it to Card / Column Junction:
Use "Search" form at the top of "Select Action" or "Select Action Group" popup to find necessary Action / Action Group easily.
When actions are dragged from library to Card, they will be always executed, no matter what column this Card will be dragged and dropped to.
After action (or action group) shape has been dragged to Card, an "Add %action type% Action" / "Add Action Group" popup will be shown. User can choose add an existing or a new action (or action group) there:
Adding new or existing Action / Action Group will be done in the same way as described above for adding actions by clicking links.
When Action or Action Group shape is dragged to Column Junction, an "Add %action type% Action" / "Add Action Group" popup will be shown and it will contain a Source Column selector - a set of Kanban column names and checkboxes:
User will not be able to add Action or Action Group until he select at least one column.
Note: user should select a card shape in the column first to drop action there.
Action / Action group will be added NOT to current Column Junction, but to all Column Junctions, selected in the Source Column selector in this popup, and for current column only. This means that actions will be executed only:
when Card is dragged from one of selected columns, and
when Card is dropped into the column, what Actions were dragged into
Also, if there were no Column Junctions Drag-n-Drops configured, they will be set automatically after dragging the action:
