This is a custom PCF control for displaying a Kanban inside D365 datasets.
Features so far:
- Supports option sets, status codes and boolean attributes as swimlane sources
- Color schemes are taken from option set color values
- Primary and Secondary entities can be configured, so that you can show accounts and their child cases in one kanban board (choose view Advanced)
- Swimlanes with Drag and Drop functionality (allowed transitions can be defined for statuscode attributes inside their respective state transitions, or via custom script hook)
- Card forms can be used for customizing the display, they are rendered with clickable lookups
- Side-By-Side view for quick data view AND edit, where all your form scripts are considered (resizable in lower right corner)
- Custom Buttons and Custom Forms on state transition (via custom script support)
- Search in data, highlighting and filtering
- Support for subscriptions and notifications to records, so that you can subscribe to record changes and see them
- Custom Dialogs, for allowing to also resolve cases, win opportunities etc from the board
Todos:
- Virtualization and Performance Tweaking
- Plugins for automatically creating notifications for subscribed users are already done, need to change namespace
- Pay respect to dataset data, we are only using views currently, so the entitylist views work right now, but subgrids need tweaking
- Download and install the managed solution from this repository inside the solutions folder
- Go into the solution and open the default config. Check the url of the window for the id parameter and copy the guid (This is not user friendly and will soon change)
- Enable the PCF control for the entity you like and pass the copied guid as configId parameter