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• Create Board Based on Dynamic Dropdown

  Support March 17th, 2026 @ 3:45 pm
  

  Thanks for the reply. Here is my current setup, problem and goal.

  Setup: Opportunity Module: I have one dropdown to choose the type of opportunity (ex. Software op or Service op). Then, I am using one dynamic dropdown to manage 2 distinct sales stages (ex. soft_discovery, soft_contract, serv_discovery, serv_contract, etc.). If type of opportunity = software, dynamic dropdown shows the sales stages that start with "soft_". If type of opportunity = service, dynamic dropdown shows the sales stages that start with "serv_".

  Problem: But now, I cannot create a kanban view using this dynamic dropdown.

  Goal: - Use 1 dynamic dropdown to create 2 kanban views. - 1 view will have columns that start with "soft_" - 1 view will have columns that start with "serv_" I am aware that you can choose which options in a static dropdown to create the kanban view. I just want to do the same using a dynamic dropdown.

  I hope this makes sense. And thank you in advance!

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