on 03-09-2023 4:23 PM
SOLVED!
I want to add a Kanban view of 'My Opportunities' to the homepage. This view should be sorted by status (e.g. open, in progress, closed). When I want to add a kanban card on the homepage, I only have the option to choose the field 'type' in the dropdown attribute. I want to add the ability to choose the status here as well. How do I add this choice? In addition, I want to show the Expected value of the Opportunity. I can't select this at the moment. How can I add this field to the selection option?kanban-field-values.jpgkanban-attribute.jpg
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berry1103
To add the ability to choose the status as an attribute to the Kanban view of 'My Opportunities' on the homepage, you will need to add a custom field to the Opportunity object in the C4C system. You can do this by selecting the Opportunity object in the Administrator work center, then clicking the 'Edit' button and selecting 'Custom Fields and Logic'. From here, you can create a new custom field and select an appropriate data type (e.g. dropdown list) to store the status value. Once the field has been created, you can then add it to the Kanban view of 'My Opportunities' on the homepage.
To add the Expected Value field to the selection option, you will need to first add the field to the Opportunity object in the C4C system, as described above. Once the field has been added, you can then select it as an attribute for the Kanban view.
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