How to Set Column Groups

Columns in Kanban Dashboard can be put into groups.

This is not required. Groups are commonly used for visual and informational purposes.

To manage groups on your dashboard you need to select one of columns (click on column header). Group form will be shown in sidebar.

Select a group which current column will belong to or click "new" link to create a new group:

Adding new group

After clicking "new" link a "Create new group" dialog popup will appear. You required to give group a name and you may change group columns set and order:

Click "Create" button to apply changes. New group will be created and selected:

Note: if you select non-neighbor columns to be in the group, but they will be placed together.

Adding or moving column to existing group

There are two ways to do this:

Select a column (belonging to any group or not). Then select a group in the "Group" picklist in the sidebar:

The column will be added to selected group and moved to the last position in it:

Click a proper group header to see Group Properties sidebar. Move columns in the column picker to "Columns in Group" section:

Removing column from the group

There are three ways to do this:

Select a column. Select "--None--" in the "Group" picklist:

Column will be moved out of group to the first position after it:

Click a proper group header to see Group Properties sidebar. Remove columns in the column picker from "Columns in Group" section:

Delete a group without deleting columns (see below).

Deleting groups

To delete a group select it by clicking a group header and click "Delete" button on the toolbar:

Or click "Delete Group" button at the group header:

A dialog popup will appear. Select an appropriate option and click "OK" button:

If you select "Delete group and all it's nested columns", a whole group and columns that belong to it will be deleted.

If you delete only group, it's columns will remain on the same positions on dashboard.

Configuring groups

Select a group and click "edit" link near the "Config" label:

An "Edit Group Config" dialog popup will be shown. Select "Header Group Configuration" tab:

Set CSS styles of group header and container.
Check "Collapsible?" to give a group proper ability.
"Collapsed" checkbox will be shown only if "Collapsible?" is checked and allows to set default column state (collapsed or not)

Add Cells:

Select Type (text/link/icon/menu).
Set ID, Value, CSS styles.
Configure Handler, if necessary.
Click "Apply" to save changes in group configuration and save dashboard.

Select "Filters Configuration" tab:

Select filtering:
- Allowed - column can be filtered by both default (system) data sources and custom filters
- Allowed only Default Sources - column can be filtered only by default (system) data sources
- Allowed only Custom Sources - column can be filtered only by custom filters
Click "Apply" button to save changes in group configuration and save dashboard.