How to use kanban view (board)?

Board mode shows records as cards in columns by a chosen field value (status, category). Dragging cards between columns updates the field when you have edit permission.

When you need this

  • Tasks or requests by status — a board is easier than a grid.
  • You need quick stage changes by drag-and-drop.
  • The group field has a limited set of values (list, checkbox, association).

Key terms

  • Table / Board — toggle in the records toolbar.
  • Board columns — field that defines columns (Choose a field for columns).
  • No value — column for empty values (“No value” column).
  • Dragging is disabled — no permission or view-only field.
  • Too many values — This field has more than {limit} values — choose another one.

Before you start

  • The table has a field with few distinct values (status, category).
  • The field is not View only in table if you need drag-and-drop.

Step-by-step

  1. Open the records table.
  2. Click Board in the view toggle.
  3. If the board is not configured — pick Board columns (grouping field).
  4. Review cards in columns; Expand column / Collapse column as needed.
  5. Drag a card to another column — the grouping field updates.
  6. Add card — new row with the column’s preset value.
  7. Save the board setup — Save view with Display mode and Board settings.

What happens next

Records show as cards; column change = grouping field change. Table shows the same data in a grid.

How to verify

  • Each column matches a field value.
  • After drag, the value persists (check in Table).
  • A saved view restores Board and the column field.