Configure Kanban view with the single select field type

Zoho Tables lets you create Kanban views with single select fields in a table. 

To create a Kanban view based on existing single select field types:

1. Click the + Add a View option, and select Kanban.

2. Once the view is created, you can choose how to configure the cards.

• If your table already has one or more single select fields, choose one from the dropdown. 

3. Click Create. 
   

Configure Kanban view with the single select field type

Zoho Tables lets you create Kanban views with single select fields in a table. 

To create a Kanban view based on existing single select field types:

1. Click the + Add a View option, and select Kanban.

2. Once the view is created, you can choose how to configure the cards.

• If your table already has one or more single select fields, choose one from the dropdown. 

3. Click Create. 
   

Now, to add records to the newly created stacks, just drag a card from the uncategorized stack and drop it in the desired stack. The updates made to the data while moving cards from one stack to the other will be automatically updated in the table and all the other views. 

Configure Kanban view with the collaborator field type

Zoho Tables lets you create Kanban views with the collaborator fields in a table. 

To create a Kanban view based on existing collaborator fields:

1. Click the + Add a View option and select Kanban.

• Once the view is created, you can choose how to configure the cards.

• If your table already has one or more collaborator fields, choose one from the dropdown. 

2. Click Create. 
   

To add more collaborators to your base from Kanban view:

If you've created a Kanban view based on a collaborator field type, you can add new collaborators directly from the Kanban view. Here's how: 

1. Click +Add at the end of the stacks.

2. In the Add Collaborator dialog box, enter the email address of the collaborator to be added. 

3. Choose the collaborator’s user permission.

4. Click Add. 
   

Note: 

The newly added collaborators will have access to the entire base. When you move the cards around to update values in the collaborator field, the data changes will be automatically updated in the table and all the other views.

When access is removed for a collaborator who has records assigned to their stack, the collaborator will be greyed out with the cards retained in the same stack. You can then move the cards to assign them to a different collaborator. 

If you want to add a deleted collaborator again:

1. Click the Menu option next to the deleted collaborator’s stack name. 

2. Choose Add this collaborator. 

3. Select the user role and click Add. 

 The collaborator is now added to the base with the card(s) in their stack. 

Another way to add a deleted collaborator back to a base from your Kanban view is to move a card to the deleted collaborator’s stack. This will automatically open the Add Collaborator dialog box, where you can choose the user role and share the base. 

Configure Kanban view with the created by field type

Configuring a Kanban view based on a created by field lets you arrange your stacks based on who created the individual records in your table.

To create a Kanban view with a created by field:

1. Click the + Add a View option and select Kanban.

2. Once the view is created, choose the existing created by field from the dropdown list.

3. Click Create. A Kanban view with cards stacked based on who created the records will be created.

• If you don’t have an existing created by field, choose Created By from the Create fields option.

Configure Kanban view with the modified by field type

Configuring a Kanban view based on a modified by field lets you arrange your stacks based on who made changes to the individual records most recently in your table.

To create a Kanban view with a modified by field:

1. Click the + Add a View option, and select Kanban.

2. Once the view is created, choose the existing modified by field from the dropdown list.

3. Click Create. A Kanban view with cards stacked based on who modified the records will be created.

• If you don’t have an existing modified by field, choose Modified By from the Create fields option.

Note: Since modified by is an auto-generated field, it's non-editable and you cannot move the cards around to change the value in the modified by field. However, you can edit and delete the data in the other fields.

Change the configurations of an existing Kanban view

After creating a Kanban view with a supported field type, you can change the configurations of the view at any time with the Configure option in the toolbar.

To change the configuration of a Kanban view with existing fields:

1. Go to any existing Kanban view.

2. Click the Configure option.

3. Click the Choose fields dropdown.

4. From the list of existing field types that support Kanban view, choose a field with which you want to configure the view. 
   

To change the configuration of a Kanban view with new fields:

1. Open any existing Kanban view.

2. Click the Configure option.

3. Click the Choose fields dropdown. You’ll see a list of existing supported field types along with options to create new fields.

4. Choose from the following: Create Single Select field, Create Collaborator field, Create Created By field, and Create Modified By field.

The view will then be configured with the newly created field. For example, in the GIF below, a Kanban view is configured with a new single select field.

In the above illustration, when the configuration of a Kanban view is edited by creating a new single select field, the records are added to the Uncategorised stack, as the options are not defined for the new single select field yet.

To define the new field:

1. Go to Builder.

2. Click the menu next to the newly created field and choose Edit.

3. Enter a field name and add options by clicking the + Add an option button. 
   

As you define the field, by adding options in the single select field, empty stacks will be created automatically for each option. All you have to do to add records to the empty stack is drag the cards from the Uncategorised stack and drop them on the desired stacks.