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            Kanban Board Screen Input Component (Beta)

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            Kanban Board Screen Input Component (Beta)

            Use the new Kanban Board component to show records as cards in columns that represent workflow stages, without custom Lightning implementations. Your users gain instant visibility into record progress and record details without leaving the flow. The Kanban Board is read-only, so users can’t drag cards between stages at run time.

            Required Editions

            View supported editions.
            Note
            Note This feature is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

            Configure the Kanban Board

            Attribute Description
            API Name

            The API name of the component.

            An API name can include underscores and alphanumeric characters without spaces. It must begin with a letter and can’t end with an underscore. It also can’t have two consecutive underscores.
            Label The user-friendly text that appears above the component.
            Hide kanban board header Indicates whether to hide the Kanban Board header and label when you run the flow.

            Select the Kanban Board Data Source

            Attribute Description
            Source Collection A collection of records to show on the Kanban Board.

            Configure the Kanban Board Columns

            Attribute Description
            Column Source Field A picklist field from the source collection to use for the Kanban column headings.
            Header Style

            The visual style of the Kanban header.

            Simple
            Shows the header as plain-text heading.
            Path
            Shows the header as a progress bar.
            Show Group column A field from the source collection used to group the Kanban Board column cards.
            Group Columns Cards by A field from the source collection to use to group Kanban Board column cards. This field is available only when you select Show Group column.
            Show Summary field Indicates whether to summarize the records in the column and column card groups.
            Summary Field A field from the source collection used to calculate totals for the records in each column and column card group. This field is available only when you select Show Summary field.

            Configure the Kanban Board Cards

            To add a card to the kanban board, select a card header field and configure these fields. To add subsequent cards, click Add Field. Select up to five fields to show on the card. Drag the cards to reorder them.

            Attribute Description
            Card Header Field Required. A Field from the source collection to use as the card header.
            Source Field A field from the Source Collection object to display in the card.
            Use custom field label Indicates whether to display a custom label label instead of the field label.
            Custom Label The text to display for a field instead of the field label. Screen readers can read the custom label.
            Show card footer Indicates whether to display a field from the source collection in the card footer.
            Card Footer Field The field from the source collection to show in the card footer. This field is available when you select Show card footer.

            Set the Component Visibility

            Specify the logic that determines when the flow displays the component.

            Option Description
            When to Display Component

            Configure when the component is displayed by using conditional logic.

            You can set the components to:

            Always
            Always display the component.
            When all conditions are met (AND)
            Display the component when all of the conditions that you define are met. Define at least one condition.
            When any condition is met (OR)
            Display the component when at least one of the conditions that you define is met. Define at least one condition.
            When custom conditional logic is met
            Display the component when the condition logic that you define is met. Define at least one condition and specify condition logic.

            Specify the Behavior of Values on Revisited Screens

            Specify what this component does when a user enters a value, navigates to a previous screen, and then returns to the screen with this component.

            Option Description
            Use values from when the user last visited this screen The component retains the values that the user specified and doesn’t update the values to reflect changes made on previous screens.
            Refresh inputs to incorporate changes elsewhere in the flow

            The component updates the user-specified values to reflect changes made on previous screens.

            If you pause and then resume the flow, the flow retains user-specified values only in Checkbox, Checkbox Group, Currency, Long Text Area, Multi-Select Picklist, Number, Password, Picklist, Radio Buttons, and Text components.
             
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