Flexi Kanban
  • Introduction
    • 📃About Flexi Kanban
    • ⚖️Flexi Kanban in Comparison with Other
    • 📘What are Kanbans?
    • 📕User's Guide to the Kanban Boards
  • Standard Dashboard
    • 🚀Getting started
      • How to Build a Simple Kanban Using Creation Wizard Abilities
      • Demo Example: Task Dashboard
      • Demo Example: Events Dashboard
      • Demo Example: Opportunities Dashboard
      • Demo Example: Gantt Dashboard
      • Demo Example: Cases Dashboard
    • 📝Basics
      • How to Create Standard Dashboard
      • How to Create Child Dashboard
      • How to Incorporate Child Dashboard into Lightning Page
      • How to Open Dashboard in builder (Edit)
      • How to Share Dashboard
      • How to Clone Dashboard
    • 🏗️Configure Dashboard
      • Working with Dashboard Layout
      • How to Configure Dashboard Basic Properties
      • How to Configure Dashboard Filters
      • How to Add Dashboard Statistics
      • How to Configure Variables
      • How to Configure Events
      • How to add Dashboard Buttons and Menus
    • 🏙️Configure Column
      • How to Сonfigure Column Properties
      • How to Set Column Groups
      • How to Set and Use Column Custom Attributes
      • How to configure Column Data Source
      • How to work with Related Objects
      • How to configure Column Header
      • How to configure Column Body
      • How to configure Column Footer
      • How to configure Column Container and Filters
    • 🎫Configure Card
      • How to configure Card Properties
      • How to configure Card Data Source and Conditions
      • How to configure Card Compact Layout
      • How to configure Card Layout
      • How to configure and use Card Custom Attributes
      • Configuring Card Movement and Column Junctions
      • Configuring Card Actions
    • 📚Groups of Cards
      • How to configure Card Grouping
    • 🔧Tools
      • Using Merge Field Picker
      • Using Formula Editor
      • Configuring CSS styles
      • Configuring Rows, Cells, Menus and Buttons
      • Configuring Handlers
    • 👓Using Dashboard
      • How to use Kanban API actions
      • How to Incorporate Dashboard into Lightning Page
      • How to build the link to the Dashboard
      • How to Work with Variables
      • How to debug Dashboard
      • How to Work with Filters and Orders
    • ✨Howtos and Best Practices
      • How to configure communication between Dashboards
      • How to configure communication between Dashboard and Form
      • How to display different layouts for the same kanban card
      • How to design kanban for your needs
        • How to colorize cards
        • How to add a quick-filter column
      • What inactive column can be used for
      • Tips and Tricks
  • Composite Dashboard
    • 🗄️Introduction
      • 🔧How to Create a Composite Dashboard
    • 🪛Working with Composite Dashboard Layout
      • Configuring Parent Dashboard
      • Configuring Child Dashboard
    • 🖇️Connections Between Dashboards
    • 🔬Examples
      • !! Calendar Dashboard
    • 🥇Howtos and Best Practices
      • How to Pass Variables Between Parent and Child Dashboards
  • Components
    • 📋Forms
      • 📑Basics
        • Form Building Overview
        • Working with Form Settings
        • Working with Source Object fields
        • How to Preview the Form
        • How to configure the Form Sharing Rules
        • Understanding the Form Dependencies
        • Working with Conditional Styles
        • Working with Conditions
        • Search Over the Form
      • 🪛Tools
        • Variables
        • Additional Fields
        • Context Object
        • Form Action
        • Event
      • Components
        • Add and Remove Form Components
        • Components Basic Properties
        • Components Validation Rules
        • Styling Form and Form Components
        • String Field
        • Text Area Field
        • Rich Text Field
        • Lookup Field
        • Date Field
        • Datetime Field
        • Time Field
        • Number Field
        • Currency Field
        • Multi-Select Field
        • Picklist Field
        • Option: Section
        • Option: Static Text
        • Option: Image
        • Option: Blank Space
        • Option: File
        • Option: Custom Button
        • Option: Custom URL
        • Option: Nested Form
        • Option: Lightning Component
        • List. Related Lists.
      • Using Form
        • How to incorporate Form into the Lightning Page
        • How to incorporate Form into Screen Flow
        • How to build the link to the Form
        • (unpublished, empty)How to incorporate Form into the Lightning Component
        • How to run Form Action from Lightning Component
      • Tricks, Hints and Best Practices
        • How to configure communication between Forms
        • How to pre-populate form fields
        • Deployment of Forms
        • What Are Parameters?
    • 🤾Actions/Action Groups
      • Basics
        • Working with Actions
        • Working with Action Groups
        • Working with Functions
        • Working with Context objects
        • Working with Conditions
      • Types
        • Validation Rule Action
        • Define Variable Action
        • Create Record Action
        • Update Records Action
        • Delete Records Action
        • Send Email Action
        • Callout Action
        • Execute Apex Action
        • KanBan API Action
      • Using Actions
        • !!unpublished empty!! How to execute Action/Group from the SF Process/Flow Builder
        • How to execute Action/Group through the REST api
        • !!unpublished empty!! How to execute Action/Group from the Einstain Bot
        • !!unpublished empty !! How to execute Action/Group from APEX
      • Best Practices
        • !! How to use Execute in background option
        • !! Deployment Actions/Action Groups
  • 📖References
    • ⚙️Application Settings
    • ♾️Functions
      • SObject
      • Text
      • Logical
      • Numeric
      • Date and Time
      • JSON
      • System
      • Charts
    • 🗃️Query Conditions
    • Apex Data Provider
    • 📍How to add a Kanban to Navigation Items Panel
    • 👥Manage Licenses
    • 🪪Assign Permission Sets
    • 📦Deployment
      • Deploying Using Standard Credentials
      • Deploying Using Connected App Authentication
      • How to configure the Salesforce Connected Application for Flexi Kanban deployment
  • Grant Login Access to Support
  • Subscription Plans
  • Support Agreement
  • Access License Agreement
  • Privacy Policy
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  1. Standard Dashboard
  2. Configure Column

How to Сonfigure Column Properties

Last updated 1 year ago

Click on column header to open column properties in right sidebar.

Enter column name into proper field:

Name can contain:

  • static text

  • merge fields

  • formulas

Set width of column, if necessary.

You can add any description to a column.

Description can be used in dashboard via merge fields.

On the next step you can .

When checkbox "is Active" is unchecked a column is invisible in dashboard. This option is useful if you want temporary hide a column or you need a .

🏙️
add this column to group
helping column for some purposes
Drawing