Flexi Kanban
  • Introduction
    • πŸ“ƒAbout Flexi Kanban
    • βš–οΈFlexi Kanban in Comparison with Other
    • πŸ“˜What are Kanbans?
    • πŸ“•User's Guide to the Kanban Boards
  • Standard Dashboard
    • πŸš€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
    • πŸ“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
    • πŸ—οΈ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
    • πŸ™οΈConfigure Column
      • How to Π‘onfigure 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
    • πŸ“šGroups of Cards
      • How to configure Card Grouping
    • πŸ”§Tools
      • Using Merge Field Picker
      • Using Formula Editor
      • Configuring CSS styles
      • Configuring Rows, Cells, Menus and Buttons
      • Configuring Handlers
    • πŸ‘“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
    • πŸ—„οΈIntroduction
      • πŸ”§How to Create a Composite Dashboard
    • πŸͺ›Working with Composite Dashboard Layout
      • Configuring Parent Dashboard
      • Configuring Child Dashboard
    • πŸ–‡οΈConnections Between Dashboards
    • πŸ”¬Examples
      • !! Calendar Dashboard
    • πŸ₯‡Howtos and Best Practices
      • How to Pass Variables Between Parent and Child Dashboards
  • Components
    • πŸ“‹Forms
      • πŸ“‘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
      • πŸͺ›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
  • πŸ“–References
    • βš™οΈApplication Settings
    • ♾️Functions
      • SObject
      • Text
      • Logical
      • Numeric
      • Date and Time
      • JSON
      • System
      • Charts
    • πŸ—ƒοΈQuery Conditions
    • Apex Data Provider
    • πŸ“How to add a Kanban to Navigation Items Panel
    • πŸ‘₯Manage Licenses
    • πŸͺͺAssign Permission Sets
    • πŸ“¦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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Support Agreement

Last updated 7 months ago

Our support team's goal is to provide five-star technical support for our customers. We are committed to offering support Monday through Friday from 8-5 p.m. EST, with the exception of the holidays that we observe.

Standard and Premium Support

We offer two levels of support - our always-included Standard Support and Premium Support. Premium Support level is designed for those customers who desire faster response times. In addition to faster response times, Premium Support unlocks a more consultative proactive engagement with our Technical Solutions Team. For pricing and a complete list of features and benefits, please visit , or reach out to your Customer Success Manager or Account Executive. Here’s a quick look at our two levels of support:

Service
S
P
Description

Unlimited Access to Email Support

βœ“

βœ“

Unlimited cases on Flexi Kanban -supported features

Unlimited Access to Our Support Site

βœ“

βœ“

Support documentation, blogs, and other useful content

Basic Configuration Support

βœ“

βœ“

Support for Flexi Kanban configurations documented on our support site

Priority Ticket Routing (Enhanced SLAs)

βœ“

Faster response times during Flexi Kanban business hours

Advanced Configuration Support & Diagnostics

βœ“

Support for Flexi Kanban configurations beyond what is documented on our support site

Mutual Action Plan

βœ“

Architectural review and planning with TaskRay’s technical team

Retainer of Hours*

βœ“

Bank of hours with the Flexi Kanban team designated for advanced configuration support and best practice review

Technical Account Manager

βœ“

Assigned technical resource to help with Premium Support specific tasks

The retainer of hours that is included with the Premium Support plan can be used to get assistance with advanced configurations, troubleshooting, in-depth feature review, as well as best practice recommendations for any particular use case. This is a bank of hours that can be used in any way that is impactful and necessary for the customer within the bounds of the program. The retainer of hours does not incorporate hands-on work by the Flexi Kanban team in customer orgs.

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