Filter records in Kanban view?
Is there a way to filter records in a kanban view?
We have a table with a record for each project. There is a choice field for project status and a choice field for assigned to.
I would like to have a kanban view based on project status by filter by the assigned to record.
4 replies
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@j.ford.pico..
What I have done is build a filtered table tab.. then build the Kanban tab off that. The drawback that I see thus far.. the Kanban is locked to the initial filter. If I change the filter on the base table.. the Kanban view does not seem to change. Perhaps I am doing something wrong.
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@j.ford.pico..
What I have done is build a filtered table tab.. then build the Kanban tab off that. The drawback that I see thus far.. the Kanban is locked to the initial filter. If I change the filter on the base table.. the Kanban view does not seem to change. Perhaps I am doing something wrong.
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No. You're not doing it wrong. Every table view is independent. Think of them as frozen filterings.
Birger
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Can you describe exactly how to create a filtered table tab then build the kanban tab from it? I'm a novice.
Content aside
- 3 yrs agoLast active
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