Use the Open List/Kanban View Quick Flow to automatically open a List View or Kanban View after a record is submitted in the source app. This allows users to immediately view related records in either a structured list format or a Kanban-style layout.
For example, after submitting a support ticket, a Kanban View can open to display tickets by status, while a List View can display the same records in a tabular format.
ΒΆ 1. Configure Open List/Kanban View
Follow these steps to configure the Open List/Kanban View Quick Flow:
- In the Conditions tab, click Add Conditions and define the conditions under which the Quick Flow should be triggered. By default, the Quick Flow runs unconditionally.
- Select the target List View or Kanban View.
- Select how the view should open:
- New Tab opens the view in a new browser tab.
- New Window opens the view in a separate browser window.
- Self opens the view in the current browser window.
- Click Configure to open the Configure Quick Flow window, where you can map fields between the source application and the selected view.
- In the Field Mapping tab, select a mapping method:
- Map 1 at a Time allows you to map individual fields manually.
- Show All and Map displays all available fields for bulk mapping.
- Map the required fields between the source application and the selected view.
- Click Save to apply the field mappings.
- Click Save to complete the Quick Flow configuration.
After a record is submitted in the source app, the configured List View or Kanban View opens and displays records based on the mapped field values.
