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Services
- 2 Minutes to read
- Contributors
Services
- 2 Minutes to read
- Contributors
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To bring the dynamic, responsive functionality of Kanban views to life in Quixy, you need to set up a Service. Services in Quixy are specifically created for Kanban Views, enabling smooth task updates and reordering. Think of Services as essential components within a workspace—similar to applications, but solely for Kanban views.
IMPORTANT
Services in the Kanban View are not designed for adding new records like applications. Instead, they serve as functional tools that enhance and support the Kanban View's usability. Their primary purpose is to enable and facilitate specific functionalities, such as:
Updating Cards: Allow you to modify existing data within the Kanban View.
Reordering Cards: Help manage the sequence or arrangement of cards to reflect workflow priorities or changes.
Services act as a backbone for managing and interacting with the data in the Kanban View, ensuring smooth operations without directly handling the creation of new records.
Why Use Services for Kanban?
Services are the backbone of Kanban views in Quixy. They allow for the seamless movement of tasks within the Kanban board, ensuring that the view remains interactive and up-to-date.
Steps to Create a Service
NOTE
A Service can be either created manually or through using a JSON object.
Here’s how to do it manually, using a Franchise Management use case to illustrate.
Franchise Management Use Case: FoodCorp’s Franchise Opening Process
FoodCorp, the parent company of GrillHouse, uses the Kanban view to manage the franchise application process for prospective GrillHouse locations. This involves eligibility evaluations, document collection, and overseeing all steps until the franchise opens. Let’s build a Service for this process, which will eventually feed data into a Kanban view.
Let’s create a Service
Go to Admin Menu > Apps > Create Service.
Select Elements for the Kanban View:
Based on the Franchise Management use case, select only the necessary elements to be displayed on the Kanban board. For example:
Name (Text)
Contact Number (Contact Number)
Email Address (Email)
Location Interest (Text)
Financial Details (Text)
Documents (File Upload)
Status (Text)
Color (Text)
Save and Proceed to Event Configuration:
Once you’ve added all necessary elements, click Save & Next to proceed to the Events page.
Configure Data Functions (Events):
On the Events page, choose Data Functions.
Click Add Function and assign a name to the event.
Select the Data Table you created for Kanban, choose the Update Function, and click Configure.
Map the elements in the Service to the data source columns and click Save.
Finalize the Service: After saving the Service, it’s ready for use in the Kanban view.
By completing these steps, you’ll have a functional Service that powers your Kanban view, allowing you to manage tasks like franchise applications with ease. For further information on how Services integrate with Kanban views, refer to the Kanban article.
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