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Hi

 

I’m having trouble figuring out how to properly set up a kanban.

This is for contractor scheduling. I have the kaban connected to a table source called Repair Jobs. It’s then stacking fields by Assigned Contractor, with some visible fields, coloured and sorted by status. 

The purpose is to have an “empty” column where jobs can be dragged to contractor columns, and assigned to those contractors. 
I want to be able to have a drop down select for different days of the week, or a date picker. That way the admin can select “Monday”, see all the unassigned jobs, and fill up a contractors current day. In 80% of situations they would be looking at it in the context of “today”, but would also want to move forward in time to check future days. 

The problem with this one, is that if I use the drop down filters for “Monday”, not only is it not correctly filtering to Mondays but it makes all the columns disappear. I have “Hide empty stacks” deselected because we want all the stacks to remain visible.  


I also tried a blank interface with two filters, a calendar and a kanban, but I just don’t understand how to have a date selector:

 

So my questions are:
What is the best way to make a day by day scheduler so that the admin can see jobs (assigned and unassigned), and contractors? Is it timeline?

What is the best / closest way to do this with the Kanban specifically, as this more closely mimics their current workflow? ySelect date: ie may 23; see Contractor columns; drag jobs to contractors]

Ideally it would also schedule any jobs dragged to a contractor for that selected day (like the calendar) but at this point I’d settle for having the display working.

 

Let me know if I wasn’t clear about anything.

Thank you!

Hmm, so this is a table where each record represents a Job, and if each of these Jobs had a date they're expected to be completed then it’d look something like this:

And your Kanban could be filtered like so:

Given that you’re facing issues, I’m assuming your data setup’s a bit different?  Could you provide some screenshots of the relevant tables and fields?


There’s lots of extra columns from when I was messing around, but here is the contractors table:

And various data fields from the repair jobs table (a lot of the variable fields are me messing around with trying to get a date filter to show properly):


I think the issue I am facing, is that the goal is to be able to look at a kanban per day, without the unassigned jobs disappearing. For example in your ‘Uncategorized” it has 0, because there are no unassigned jobs able to show (since there isn’t a date assigned yet). In this situation all unassigned jobs would also not have a date yet.

There isn’t a way to do conditional filters, right? Like “planned start date = today OR planned start date is empty, AND assigned contractor is empty”? 
The other road block, was wanting to also have the jobs dragged from the empty column to a kanban when a date is filtered, to be assigned to that day. I built a second timeline display assuming the kanban is limited in that but the kanban would be preferred. 

 


Hmm, yeah, in my head the main issue we’re facing is that there’s no way to indicate what’s the ‘Date’ we’re working on right now.  Like, even if we managed to get the data to show up the way we want, even if we did the drag and drop it wouldn’t indicate on the job itself what date we’re expecting it to be done on, you know what I mean?  (I could be completely misunderstanding what we’re trying to do too, sorry!)

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As a workaround for this I usually end up with a helper table where people can indicate the data that they’re currently working with, and then pull it all together into a Blank interface, and use automations to set up the data and finalize it:

I’ve set it up here for you to check out and you can duplicate it to your own workspace to try it out!  Normally I’d also explain how it’s setup but it’s uhhh...kind of a lot, so poke around at it and if there’s anything confusing let me know and I’ll do my best to explain!


Wow, this is super cool! Thanks for the demo and the link. 

You understood it exactly right--though I was thinking they’d have to settle for manually setting the date after dragging. Finalizing data makes sense.

 

Hmm, so sounds like the biggest “fix” is to preset a helper table and inject it with all the days of the year. Kinda funny.

 

Thank you for the help, I’ll update with how this goes over the next work week. 


Hmm, so sounds like the biggest “fix” is to preset a helper table and inject it with all the days of the year. Kinda funny.

Ah you probably already know this but Airtable supports the drag and fill empty cells thing, and so if you have 365 records, you can fill the first two cells with 1 Jan 25 and 2 Jan 25, select them both, then drag via the bottom right corner for all 365 records and it’ll auto populate it for you


Yes! Thank you. 

There’s a few questions we had: 
Is it possible to pull data from a day (like a calendar selector) without making a drop down that requires pressing a second “pull data” button after? Then in the current setup when dragging a drop to a person, it would not automatically assign that persons name since it is just a text field currently. 


The trouble I faced with that when I set up previous Kanban’s with auto-assigning was that, the jobs also need to be able to be assigned to more than one technician at a time… Which seemed to prevent airtables from using the field as a Kanban.
We had also tried for: Moving items from uncategorized to a tech should assign the tech and date. Moving assigned items back to uncategorized should unassign the tech and date.

Is it outside the capacity of airtable without a third party or is this a situation where you’d have two technician tables linked together?


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