Configuring Card Movement and Column Junctions
Last updated
Last updated
The main idea of Kanban is triggering some actions by moving cards between columns. These actions can be different depending on what column card is moved from and which column card is moved to. Also, not all moves can be allowed. To configure these abilities Columns should be linked with Column Junctions.
Column Junctions are relations between columns, configured for each card. Each junction has these properties:
Visibility - determines if current card is visible in the current column, and, thus, can be dragged from it. Uncheck the proper checkbox to disallow show the current card in the current column and remove all junctions configured for this card.
Drag-n-drop configuration - specifies to which columns card can be moved from the current one. Check checkboxes to allow drag-and-drop to proper column(s). Check / uncheck the bulk checkbox to select / deselect all columns.
When some of checkboxes are checked, the current column gets Junctions for the current card. The card obtains connectors. These connectors show allowed drag-and-drop directions for this card:
The card dragging should have a sense, so, some actions should be executed on card move. The system will show a warning sign when selected card has connectors that don't have any actions added to them. If hover mouse on this warning sign, a tooltip will show which drag-and-drop directions have no actions:
Add necessary actions to each connector in "Actions" section.
Note: if uncheck any checkbox that represents allowed drag-and-drop, not only connector will be deleted, but all actions, added to it, will be deleted too.
Columns can have different types of behavior when card is dragged from them and when it is dropped to them. This behavior can be configured for each column where card can be dragged to ("Target Columns"). Configuration is set in the "Drop Behavior" section of the Column Junction properties. This section appears only when at least one connector is set for the card, and contains behavior forms for each Junction:
For each column you can set behavior of source column (the one where card is dragged from):
Remove Card - card will disappear from the source column
Refresh - source column contents will be refreshed and the card will remain there
Remove Card and Refresh - card will be removed from the source column; source column contents will be refreshed; if the record, represented by dragged card, still match the source column conditions, card will appear there again
Do Nothing - source column will not change it's contents
And you can set behavior of the target column (the one what card is dropped to):
Refresh - target column contents will be refreshed
Do Nothing - target column will not change it's contents
User can drag multiple cards at the same time. At the Kanban press "Ctrl" key and click several cards one by one to make a multiple selection, then click and drag any of selected cards into a target column. Actions configured for each card will be performed in the same way as if cards were dragged individually.