How to configure Card Grouping

Introduction

Card Groups is a new layer of visualization and management of cards.

One feature of these card groups is their customizable visual styles. This means that a stack of cards and an individual card can be visually distinct, making it easier to identify and differentiate.

Another feature is a set of aggregation functions for calculating several kinds of totals:

• Maximum

• Minimum

• Sum

• Average

These functions are instrumental in providing meaningful insights into your data, aiding in more informed decision-making and efficient project management within the Salesforce CRM platform.

This feature is available since release 3.1.37

To make card groups you just need to have a kanban with columns configured on some Data Source object.

Basic Configuration

Let's use Opportunities in the following example. The Kanban will have 4 columns for several Opportunity stages.

Distributing cards by columns - is the top layer of records representation and management in kanban. Card grouping offers a second layer.

Here how a kanban can look like without grouping:

We can add grouping by some fields of Data Source object.

Groupable field types:

• Checkbox (boolean)

• Phone (string)

• Picklist (string)

• Email (string)

• Text (string)

• Text Area (string)

• URL (string)

• Number (int). Does not include custom fields, only standard Number fields with SOAP type int, like Account.NumberOfEmployees.

• Lookup (id)

• Master Detail (id)

• Id (id)

• Date (date)

• Formulas of type Checkbox and Date, including cross-object formulas across standard and custom relationships.

• Open Column Config popup and go to "Grouping Configuration" tab.

• Click button to select a Data Source field in "Group by" picker:

• A field picker will appear. Select a field (fields of up to 4 levels are available) and click "Apply" button:

• Save changes:

This is enough to add groups to the column. These groups will automatically receive a header that will correspond to the value of selected field, and will contain only cards that have this value set.

Here how a kanban can look like with card grouping in the last column:

If some cards have no value in the field which cards are grouped by, these cards will not be included in any group.

Card groups have the following features:

• They are collapsed by default and show only the first card. To expand a group click button at the group header.
• Card grouping does not cancel column sorting order - it will be matched inside groups too.

• If group contains many cards, not all of them can be displayed - in this case a "load more" button will be shown at the bottom of expanded group.

Only one Card Group is allowed per column.

Other Features

Card Groups offer following abilities:

• Styling

• Show totals

• Use conditions to include cards in the group

Styling

Add CSS styles using proper Styles picker:

You can use merge fields in styles to make groups styled dynamically depending on different values.

Totals

• Click button to show proper subform for Totals entry.
• Type Label (text that will be displayed left to value).

• Select aggregation method in "Details" column. Currently available methods are:

  • Sum (proper values from all cards belonging to the group will be added)

  • Minimum (will show minimal value)

  • Maximum (will show maximal value)

  • Average (will calculate and show average value)

• Select a field which Total will be aggregated by

• Set CSS styles (e.g., color) for this Total, if necessary

You can add several Totals:

How can look card groups with styling and Totals:

Conditions

To make card grouped more efficiently, you can specify conditions. Only cards, whose records match conditions, will be grouped.

• Go to "Conditions" section of Grouping Configuration tab

• Click button to add condition
• Select Data Source Object field, operator and type

• Specify value to be matched

• Add more conditions, if necessary

• Set conditions Logic, if needed

In the example below Opportunity cards will be grouped by Account Name only for two specified accounts:

And how result will look like: