Form into kanban

RobbenHilton · ‎Jan 24, 2023

Hey, i'm looking at a way to populate a kanban record with data that has been populated in a form.

The end goal is for users to enter details into a form and that will automatically pull into a kanban board for projects to be started.

Any help would be appreciated! Thanks!

Shannon_Bradley · ‎Jan 24, 2023

You sorta need to think from the other direction 🙂 You first create a standard Grid View with all of the fields that you need. This is the base you use for everything else.

You then use that Grid View to build the Form for the end user to input date into. (A second view)

Finally you create the Kanban view from the original Grid View (This is your 3rd view)

I hope this makes sense!

See Solution in Thread

Shannon_Bradley · ‎Jan 24, 2023

You sorta need to think from the other direction 🙂 You first create a standard Grid View with all of the fields that you need. This is the base you use for everything else.

You then use that Grid View to build the Form for the end user to input date into. (A second view)

Finally you create the Kanban view from the original Grid View (This is your 3rd view)

I hope this makes sense!