Page History

You can change the configuration of all kanban-boards of the CRM applicationkanban boards , including the content and opportunity boards. To do thatso, complete the following steps:

Navigate to CRM → Edit boards.
Open the record of the required board and configure it.
Click Save and view.

The following parameters can be changed for each board:

Name – add the title of the board.
Selling direction – specify the selling direction, the records of which are dispalyed whose content or opportunity related records are displayed on the board. If not specified, the records of all selling directions are displayed on the board.
Background – add backgorund image for the booard.
JSON config – configure the board parameters in JSON.

JSON config parameters

Parameter	Description	Default value for content	Default value for opportunity
rows	The kanban - board header configuration.
WIP_limits	Specify the limits for the number of records in each state. The limits may differ depending on the states or be absentmay may vary for each state or may not be specified.	"backlog":5, "approval":5, "correction":5, "in_progress":5, "layout_editing":5, "internal_editing":5	-
included_state	Specify the states for the records to records states that will be displayed on the board. If empty, the records in all states are displayed except for those that are included in the states specified in the excluded_states parameter.	-	-
excluded_states	Specify the states for the of records to that will be hidden from from the board.	"withdrawn", "published", "thematic_pool"	"Support and post-sale", "Demand generation"
state_aggregation	Not used.	-	-
cards	The record cards configuration.
body	Specify the system name of the column whose values are used as the card titletitles.	"name"	"name"
badge	Specify the data to system name of the columns whose values will be displayed in colored badges on the cards. You can configure from 0 to 5 badges.	"badge1":"", "badge2":"service_or_product", "badge3":"master_content", "badge4":"sme", "badge5":"",	"badge1":"", "badge2":"service_or_product", "badge3":"selling_direction", "badge4":"estimated_revenue", "badge5":"opportunity_probability",
color_badge	Specify the HEX-coded colors for the badges.	"color_badge_1": "#ff7514", "color_badge_2": "#0068B3", "color_badge_3": "#77dd77", "color_badge_4": "#ff7514", "color_badge_5": "#0068B3",	"color_badge_1":"#0068B3", "color_badge_2":"#ff7514", "color_badge_3":"#0068B3", "color_badge_4":"#77dd77", "color_badge_5":"#0068B3",
responsible	Specify the system name of the column, the value of which is used as the that contains the employee responsible for the card.	"author"	"responsible"
expedite_field	Specify the system name of the column, the whose value of which is used for for the Expedite parameter.	"expedite"	-
expedite_value	Specify the value of expedite_field that puts the card into the Expedite row on swimlane on the board.	"true"	-
need_action_field	Specify the system name of the column used to determine if whether the card is blocked (the card is marked with the lock).	"blocked"	"status_reason"
need_action_value	Specify the value of need_action_field that blocks the card.	"true"	"on_hold"
time_in_current_state	Specify the system name of the column used for the calculation of time from the last activity on the record update. The time is displayed on the card.	"sys_updated_at"	"sys_updated_at"
lines	The card rows configuration swimlanes configuration.
main_name	Add the title of the main row swimlane.	"Main Contents"	"Main Opportunity"
expedite_name	Add the title of the expedite rowswimlane.	"Expedite"	"Expedite"
global	Global The global kanban - board configuration.
condition	Specify the conditons conditions for filtering of the records displayed on the board.	-	"(active=1^open=1)"
row_column_id	Specify the ID of the column used as the main criteria for separating the stages separation on on the board.	"167335724326704524"	"166480673810623773"
row_column_name	Specify the system name of the column used as the main criteria for separating the stages separation on on the board.	"status"	"stage"
essence_table_id	Specify the ID of the table, for table for which the kanban - board is added.	"167335630627617349"	"166480589916282031"
essence_table_name	Specify the system name of the table , for which the kanban - board is added.	"crm_content"	"crm_opportunity"
background_image_url	Specify the background image URL.	-	-
background_image_id	Specify the background image ID.	"168907430726377278"	"168907430726377278"

Code Block

language	xml
theme	Confluence
title	Example of JSON config for an opportunity board
linenumbers	true
collapse	true

{
   "rows":{
      "WIP_limits":{

      },
      "included_state":[
         
      ],
      "excluded_states":[
         "Support and post-sale",
	 "Demand generation"
      ],
      "state_aggregation":[
         
      ]
   },
   "cards":{
      "body":"name",
      "badge1":"",
      "badge2":"service_or_product",
      "badge3":"selling_direction",
      "badge4":"estimated_revenue",
      "badge5":"opportunity_probability",
      "color_badge_1":"#0068B3",
      "color_badge_2":"#ff7514",
      "color_badge_3":"#0068B3",
      "color_badge_4":"#77dd77",
      "color_badge_5":"#0068B3",
      "responsible":"responsible",
      "expedite_field":"",
      "expedite_value":"",
      "need_action_field":"status_reason",
      "need_action_value":"on_hold",
      "time_in_current_state":"sys_updated_at"
   },
   "lines":{
      "main_name":"Main Opportunity",
      "expedite_name":"Expedite"
   },
   "global":{
      "condition":"(active=1^open=1)",
      "row_column_id":"166480673810623773",
      "row_column_name":"stage",
      "essence_table_id":"166480589916282031",
      "essence_table_name":"crm_opportunity",
      "background_image_url":"",
      "background_image_id":"168907430726377278"
   }
}

Code Block

language	xml
theme	Confluence
title	Example of JSON config for a content board
linenumbers	true
collapse	true

{
   "rows":{
      "WIP_limits":{
         "backlog":5,
         "approval":5,
         "correction":5,
         "in_progress":5,
         "layout_editing":5,
         "internal_editing":5
      },
      "included_state":[
         
      ],
      "excluded_states":[
         "withdrawn",
         "published",
         "thematic_pool"
      ],
      "state_aggregation":[
         
      ]
   },
   "cards":{
      "body":"name",
      "badge1":"",
      "badge2":"service_or_product",
      "badge3":"master_content",
      "badge4":"sme",
      "badge5":"",
        "color_badge_1": "#ff7514",
        "color_badge_2": "#0068B3",
        "color_badge_3": "#77dd77",
        "color_badge_4": "#ff7514",
        "color_badge_5": "#0068B3",
      "responsible":"author",
      "expedite_field":"expedite",
      "expedite_value":"true",
      "need_action_field":"blocked",
      "need_action_value":"true",
      "time_in_current_state":"sys_updated_at"
   },
   "lines":{
      "main_name":"Main Contents",
      "expedite_name":"Expedite"
   },
   "global":{
      "condition":"()",
      "row_column_id":"167335724326704524",
      "row_column_name":"status",
      "essence_table_id":"167335630627617349",
      "essence_table_name":"crm_content",
      "background_image_url":"",
      "background_image_id":"168907430726377278"
   }
}

Page tree

Versions Compared

Old Version 3

New Version Current

Key