Kanban Boards

Updated 7 months ago by Estela García

Kanban Boards are an extension of Copado Change Management application designed to optimize the flow of your work. Kanban Boards allow users to visualize almost any Salesforce records (eg. User Stories, Sprints, Releases, Opportunity...), sticking to the Agile development concept.

As of Copado V9.0, Kanban Boards are displayed in Lightning Experience, so now, the kanban board view and the create/edit a kanban board view have been renewed to improve the user interface.

How does it work?

The Kanban Board is set up within Copado Change Management application (CCM). It will offer a visualization of any object and it will classify the records distributed among different columns.

Records can be filtered to be shown in the board, so different Boards can be created at the same time.

Kanban Boards allows the possibility of updating the record's "update field" by just a drag & drop action as well as accessing directly to them. This extends standard Salesforce functionalities that are not even related to the Copado Change Management application, such as updating Opportunities, Accounts or reassigning ownership of records, ...

How to set it up?

Setup steps

  1. Define the scope of the Board: an SOQL query has to be created to filter the records to be shown in the Board. This query should include the following fields in the following order: Id, Title and Status. More fields can be added after these fields. The "Field to read/update" will be used to determine in which column a record is going to appear. This field will be the one updated when dragging and dropping a record in the Kanban Board. This field can be any picklist or lookup field.
  2.  Define the columns of the Board: You can add rows from the Field to read/update (if it is a picklist) or from the SOQL query defined on the "Columns from SOQL" field (if it is a lookup field). Dragging the columns vertically will reorder them, and unchecking a column will hide it.

By clicking on "Update Columns with Field to read/update" OR clicking on "Update Columns with SOQL" when a query has been provided, the "Columns" field will be updated.

How did we do?