1. General information
1.1. Description of the control
Kanban is a multi-column (resource) visual board that displays events visualized in the form of cards.
1.2. Create a new control
A new kanban can be created as follows from the view page using the toolbar with controls:
- First, click on the view page to determine the position in which the new kanban should be placed. This will highlight the selected position with a gray horizontal line. Then just click on the “Kanban” item in the toolbar of the view page, fill in the attributes of the new control in the newly opened dialog, and then save. This will insert a new kanban at a pre-selected location on the view page.
- If the required position is not determined before inserting the new kanban, the new kanban will be inserted at the end of the view page.
1.3. Edit or delete a control
- For each existing control, a pencil icon appears to the left of the control page to change or delete the control's settings.
- Individual controls can be moved vertically on the view page using the Drag&Drop method. Moving consists of grabbing the control, preferably behind its name, and then dragging it to the desired location on the view page.
- Controls can be moved only with the “Drag&Drop” check box located above the toolbar with controls selected. For security reasons, this check box is cleared after each login to the application, so that a control is not moved by accident.
2. List of tabs in the control settings dialog
- General – Setting general properties
- Resources – Setting the visual board's resources
- Text – Setting the columns displayed on individual cards
- Tooltip – Settings for columns displayed in details
- Rights – Rights settings
- Administration – Setting other properties
2.1. “General” tab
2.1.1. Name
- The name of the control.
2.1.2. Dictionary
- The dictionary lists the names of other controls, forms, view pages, categories, applications, and application groups used across the entire application.
- The dictionary search is used to design the correct control name and to maintain the consistency of the nomenclature throughout the application so that controls with the same meaning located in different places in the application are named in the same way.
2.1.3. Width
- The width of the control, expressed in pixels.
- If this input field is not filled in, the width of the visual board will be set to the maximum screen width.
2.1.4. Data source
- The data source defines the source database records displayed in the visual board.
- Data source settings are made in the graphical designer of database queries. A detailed description of the database query designer is provided in the separate “Database Query Designer” guide.
2.1.5. Title
- Select a column that specifies the title of the event on the visual board.
2.1.6. Resource
- Select a column that specifies the source of the event on the visual board.
- Resources are displayed as individual columns of the visual board.
2.1.7. Options
- Deny opening records
- Checking this box determines whether all users should be denied access to the edit form in order to open the displayed database record by clicking on the tab title on the visual board.
- Allow multiple assignments
- Checking this box determines whether a text box or a drop-down list with the selected value should be displayed in the visual board instead of the control value itself, with the option to change the value without having to open and edit the record in the edit form.
- This function is applied only to controls that have the “Allow multiple assignments” check box selected on the “General” tab.
- An anonymous user may change the values under the same conditions as a logged-in user, that is according to the editing rights of the record. All anonymous visitors, however, share a single user account and are therefore the owners of every record created by any of them. If the owner may change a record, any anonymous visitor may thus change records created by another visitor as well.
- Checking this box determines whether a text box or a drop-down list with the selected value should be displayed in the visual board instead of the control value itself, with the option to change the value without having to open and edit the record in the edit form.
2.2. “Resources” tab
2.2.1. Resources
- Definition of resources that appear as individual columns of the visual board.
- The source radio button contains the following two types of source definition:
- Separated by Enter - the list of source values is set manually, in the text field using values separated by enter
- From query – the list of resources defines a database query, which is evaluated when opening or updating the view page
2.2.2. Save resource ID to the database
- Checking this box determines whether the database event records have a foreign key value stored in the resource value that references the primary key of the resource.
2.3. “Text” tab
2.3.1. Columns
- Definition of the columns displayed in the visual board tab event text box.
2.4. “Tooltip” tab
2.4.1. Columns
- Definition of the columns of details displayed when hovering the mouse over a visual board event.
2.5. “Rights” tab
2.5.1. Rights
- Rights define a list of user groups and users who have permission to display the control on the view page.
- For a new control, the rights are prefilled from the control at the position selected before inserting it; if no position is selected, from the rights of the view page.
2.5.2. Replace rights to other controls
- The “Replace rights to other controls” feature is used to unify rights across the entire view page for controls that are related in terms of rights.
- Thanks to the “Show...” link, it is possible to display a list of all controls on the view page, including the setting of the rights of these controls. A check box is displayed for each control to select it. When the control is saved, the same rights are then set for the selected controls.
- An alternative for unifying rights within the entire view page is the overview of the rights settings of all controls, displayed by the “Show summary...” link on the “Rights” tab in the view page settings.
2.6. “Administration” tab
- The “Administration” tab is only displayed for existing controls.
2.6.1. Location
- Select the view page on which the control is located.
- The drop-down list contains the view pages located in the same application and in the same category as the view page on which the control stands. For a view page without a category, it offers only view pages without a category. For a new control, it contains only the current view page.
2.7. “Save”, “Delete”, and “Close” buttons
- “Save” button – Saves changes to the control settings.
- “Delete” button – Permanently deletes the control.
- “Close” button – Closes the control settings dialog without saving changes.