MTS Kanban

Configuration

Access Kanban Configuration

1. Go to Admin Panel
2. Click MTS Kanban Configuration

3. Create new MTS Kanban

Module Configuration

1. Select Target Module

Choose which module to enable Kanban for:

• Opportunities
• Leads
• Cases
• Tasks
• Custom Modules

2. Configure Group Field (Column Field)

This field defines Kanban columns.

Examples:

• sales_stage
• status
• case_status

Requirements:

• Must be an Enum/Dropdown field
• Must exist in the selected module

3. Configure Card Fields

Select fields to display on each Kanban card.

Common fields:

• Name
• Assigned User
• Amount
• Due Date
• Custom fields

Admin can:

• Add or remove fields
• Reorder display order
• Configure styling

4. Enable Column Summary

You can enable:

• Record Count per column
• Sum of numeric/currency field per column

Select the appropriate aggregation field (e.g., Amount).

5. Role & Permission Requirements

Users must have:

• List permission
• Edit permission (required for drag & drop updates)