Considerations and Guidelines for Administering Kanban

Display and Editing

• Kanban views show up to 200 cards. Kanban cards show up to four fields.
• The fields at the top of the details panel in kanban views are the first four fields defined in the compact layout.
• Users can move cards in kanban views even if their access to the field used for column grouping is read-only.
• In the kanban details panel, users can't change a record’s record type or owner, regardless of whether the path includes those fields.
• Suppose that the selected Group By and Summarize By fields are in a page layout assigned to a record type that the user can’t access. The kanban view doesn’t show records assigned to that record type.

Subtabs

A subtab is created for a record type if both of the following conditions apply:

• The Group By and Summarize By fields are included in a page layout assigned to a record type that the user can access.
• At least one record is assigned to the record type.

Column Summaries

Users can’t create column summaries from rollup summary or formula fields.

Picklist Fields and Values

Kanban views don’t show columns that are based on inactive picklist fields or records associated with inactive picklist values.

Path Configurations Exposed in Kanban Views

• When you configure key fields and success guidance in a path, kanban views configured for the same object, record type, and picklist also show the information.
• When you configure celebrations in a path, the confetti animation is also triggered in kanban views configured for the same object, record type, and picklist.
• Whichever celebration frequency you select, the animation is triggered once until the page is reloaded. For example, suppose that you select Always, and a kanban user moves two records to the column that triggers the animation. The animation plays only the first time the user moves a record.
• Celebrations don’t work on the lead status Converted.

All Objects

Activity Alerts on Opportunities

Kanban cards on opportunities show alerts for overdue tasks, no open activities, and no activity in the last 30 days. When opportunities have no overdue tasks and Einstein Activity Capture is enabled, the alerts on Opportunity Kanban aren’t shown. Activity alerts in kanban views aren’t customizable. If the links New Event and New Task aren’t displayed in activity alerts, do the following.

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• Add a Create a Record global action for events and tasks. Give the actions these exact names: NewEvent and NewTask. Label them New Event and New Task.
• Assign a record type to each global action. New Event and New Task actions are each supported for only one record type.
• Add the actions to Lightning Experience Actions.