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Field reference

Kanban Board

How to use Kanban Board in Navigation Setup: access, working steps, fields, related records and troubleshooting.

System AdminUpdated 12 October 2026Configuration-aware guidance
Open Kanban Board ↗Module guide

Purpose and access

Keep the 14-app structure and module landing dashboards aligned with permitted ERP routes. Search and direct links complement the menu. Do not expose a route solely to avoid fixing an underlying permission issue.

This page is a record page in System Admin → Navigation Setup. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Kanban Board Name, Reference Document Type, Field Name.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Kanban Board from System Admin → Navigation Setup, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
  5. Save the record and address validation messages. Reload and verify the saved values and relationships.
  6. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
Kanban Board Namekanban_board_nameData
Required		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Reference Document Typereference_doctypeLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

Field Namefield_nameSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
PrivateprivateCheck
Optional · Read-only		Enable or disable the named option only when it matches the intended record behavior.
Show Labelsshow_labelsCheck
Optional · Read-only		Enable or disable the named option only when it matches the intended record behavior.
ColumnscolumnsTable
Optional		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: Kanban Board Column

FiltersfiltersCode
Optional · Read-only		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
FieldsfieldsCode
Optional · Read-only		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.

Child tables

Columns — child-row fields
FieldType / behaviorHow to use it
Column Namecolumn_nameData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
StatusstatusSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Active
  • Archived
IndicatorindicatorSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Blue
  • Cyan
  • Gray
  • Green
  • Light Blue
  • Orange
  • Pink
  • Purple
  • Red
  • Yellow
OrderorderCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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