This section explains how to create the Kanban view screen using an existing data source and add-on. You can create a Kanban view in two ways.
Use this method when you want to create a new view directly from the Reports module.
- Go to Admin Menu → Reports → Create View.
- Select the data source created in the pre-requisites.
- Enter a name and display name for the view.
- Select an existing add-on or click + Create an Add-on.
- Under View Type, select Kanban.
- Click Next.
The system creates the Kanban view and opens the configuration screen.
Use this method when you are already working inside a data source.
- Go to Admin Menu → Database → Data Source.
- Select the required data source.
- In the Actions panel on the right, click + View.
- Enter a name and display name for the view.
- Select an existing add-on or click + Create Add-on.
- Under View Type, select Kanban.
- Click Next.
The system creates the Kanban view and opens the configuration screen.
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