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You can change the configuration of all kanban-boards of the CRM application, including the content and opportunity boards. To do that, 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 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 be different for the states or be absent. | "backlog":5, | - |
| included_state | Specify the states for the records to be displayed on the board. If empty, the records in all states are displayed except for those that are included in the excluded_states. | - | - |
| excluded_states | Specify the states for the records to be hidden 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 | "withdrawn", "published", "thematic_pool" | "Support and post-sale", "Demand generation" |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 used as the card title. | "name" | "name" |
| badge | Specify the data to 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 responsible employee on the card. | "author" | "responsible" |
| expedite_field | Specify the system name of the column, the value of which is used for the Expedite parameter. | "expedite" | - |
| expedite_value | Specify the value of expedite_field that puts the card into the Expedite row on the board. | "true" | - |
| need_action_field | Specify the system name of the column used to determine if 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 calculation of time from the last activity on the record. The time is displayed on the card. | "sys_updated_at" | "sys_updated_at" |
| lines | The card rows configuration. | ||
| main_name | Add the title of the main row. | "Main Contents" | "Main Opportunity" |
| expedite_name | Add the title of the expedite row. | "Expedite" | "Expedite" |
| global | Global kanban-board configuration. | ||
| condition | Specify the conditons for filtering of records displayed on the board. | - | "(active=1^open=1)" |
| row_column_id | Specify the ID of the column used as the main criteria for the stages separation on the board. | "167335724326704524" | "166480673810623773" |
| row_column_name | Specify the system name of the column used as the main criteria for the stages separation on the board. | "status" | "stage" |
| essence_table_id | Specify the ID of the 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" |
Example of JSON config for an opportunity board Expand source
{
"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"
}
}
Example of JSON config for a content board Expand source
{
"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"
}
}
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