Kanban view for Creatio
by ATF
4 (1)

Kanban view for any Creatio section with drag & drop capability

Overview

Product overview

Product description

Kanban view is a useful and intuitive visualization tool that allows users to turn their lists of opportunities, cases, leads, projects, etc. into interactive pipelines, group them by stages and change stages with a simple drag & drop action.

Use cases:

For companies whose employees are more comfortable working with visual structuring of section records in the kanban view, to change the stages / status of records and analyze the "pipeline".

Key features:

  • display records list in form of a Kanban board for any section with at least one dynamic case set up;
  • use dynamic case as a sorting option in sections with two or more dynamic cases set up;
  • change opportunity, lead, case, etc. stage by drag & drop on a visual board;
  • group records and visualize total counts for all the stages in the pipeline;
  • apply filters, dynamic folders, custom columns setup for any section displayed in a Kanban view mode.

Notes:

Doesn't support Freedom UI pages. Works only with Classic UI pages in Freedom UI shell.

Categories

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Free

Compatible with Creatio

Version
7.10.3 and up

Pricing

Monthly
Annual
Kanban view for Creatio
Free

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is not available for this application

Thank you for choosing our Marketplace app! We appreciate your interest in our free tool.
While we strive to provide a high-quality user experience, we currently do not offer dedicated customer support for this free app. The app is provided in its current form, with no guarantees or warranties. However, we encourage you to consult our comprehensive documentation and engage with our GitHub community for assistance.
This approach allows us to focus our resources on ongoing development and improvements, ensuring that the app remains valuable to you and our community. Thank you for your understanding and for choosing our app.

Installation

Setup guide

1. Select Creatio section. Go to section that contains stage setting (for example, opportunities, cases, leads, projects, etc.)

2. Select section view. Go to "Kanban" view.

3. Change stage. Change opportunity, lead, case, etc. stage by drag & drop.

4. Setup filters. Apply filters, dynamic folders, custom columns setup as you do in the list view.

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

7.10.3 and up

Versions

Versions history

Version
Compatibility
Release date
1.7
7.10.3 and up
02.11.2023
Release summary

Improve security defense. Disable CDN support for application modules.

1.6
7.10.3 and up
10.04.2023
Release summary

Support Freedom UI for 8.x version Creatio platform

1.5
05.11.2021
Release summary
  • Hiding of the ‘Load more’ button if all records are loaded;
  • Adding error message when moving a record between stages if mandatory steps are not completed.

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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