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Board Anything
Board your Salesforce data! Visualize and modify graphically.
- Business Need
- Collaboration
- Requires
- None
Board Anything allows users to take any list view on any object and visualize it as a rich planning board. Records are shown as cards, and can be easily edited by dragging and dropping between columns.
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Showing 10 of 14 Reviews
Amazing App and Awesome Customer Service
We used this app for a client's org. Rakesh and team were very responsive and great to work with. Their team added additional functionality to the tool that was requested from the client. The simple fact that you can customize this board anyway you need really helped to add the additional value my client was looking for. The drag and drop functionality is great.
Great App, Especially Since Its Free
Works great and happy to have it. The two most important feature requests that I see are: 1) As already mentioned, the ability to determine the column order is key 2) Certain kinds of important fields cannot be columns. The most important is Owner (users and queues). We really want to use this as a work assignment tool, where each Case for a given team is in columns by Owner. We can assign Cases by moving columns.
Kanban everything in Classic!
This is the best new Free App that I have seen in a while! Use any Object (custom or standard) to create a board, where you can view records grouped by whatever field you want. Then the best bit, you can drag and drop the records between the columns which then of course updates the records themselves. Like using Lightning UI to drag and drop Opportunities. Hopefully some new features to come in future releases also.
This app is awesome
This is an easy app to use and the ability to visualize progress and processes is a huge help to a lot of people. I do think the ability to put the columns in any order you want is vital and the only reason I didn't give it 5 stars.
Need help with 'template' failing
Is there anyway to avoid the 'template' failing? 'Template' has now twice (2 separate installations) failed after completing a New Board. I discovered this when I went to revise the Board, but it did not occur every time I revised the Board. Each time 'template' failed, 'template' had only 2 of the more than 20 fields available, and I could find no way to get back the full list. The fields present in 'template' were not the fields I had chosen for the template. However the Board still displayed the template fields I had originally chosen. Also every time I tried to save the revised Board after this template problem occurred, a message came up stating 'Template fields can not be blank'. It is possible that the template fields in the list created by Board Anything (which were not on the list I originally created) were blank, but there is no way for me to change these template fields. This problem has been experienced with 2 Objects so far, one a Custom Object and one a Standard Object, and as I stated with 2 different installations.
Great App
HI Rakesh, it's a great app, easy to get started and will see the results in few clicks. Although, i figured out that all the columns are not available in Group by clause (specifically the Picklist ones). What is the filter criteria for group by while creating the board? OR is that i am missing some stuff
Nice - can you re-order the columns?
It's a very cool app but can you re-order the columns? We want to use it for some flow visualisation of cases?
Lots of potential
Hi, we are using this board as our main work flow displaying jobs in a workshop at various stages of their life with us. It is great but we have a couple of possible upgrades that would help us... 1. The ability to change font size in the board, it is only small font and is quite hard to see. 2. The ability to colour code the top of the board dependant on one of the fields, so one field we use is machine make, 5 types and that would give 5 different colours at the top. 3. To show more than 100 jobs per page Small but important Thank you
Great Free App. Plenty of Potential
This is easy to install and got it running within minutes. It would be great if this could handle multiple objects for grouping. (Eg Group by a Lookup field on an object). 5 stars for making this available FOC.
Great free app for kanban-style board
Easy to get up and running, great free app. After testing in a dev org, had some feedback for future enhancements I wanted to share. FYI I was testing on v1.12 of the package. Idea #1) It'd be great if you could control the left-to-right sort order of the column headers rather than sorting left-to-right alphabetically. Example: If i want to sort something by a 'Status' field, if my Statuses are Planned, In Progress, Complete, Closed and I want them to show up in that order, I'd have to prefix with numbers, since alphabetically it'd be sorted like Closed / Complete / In Progress / Planned. So if there was a way (maybe in the 'Hide and Show Column' section) to define the sort order for the column grouping that'd be very helpful. Idea # 2) If you change the 'ranking' of records within a column to put some records at the top of the column and others at the bottom, that ranking doesn't seem to 'stick' when you leave the board and come back later ... seems to default to sorting alphabetically I think. Anyway, I could see how tracking the rank sort order adds complexity when you have multiple users that may be using the same board but I think being able to change the ranking order of cards and have that 'stick' would be helpful. Idea #3) Adding a secondary grouping would be nice, so if you wanted to group by 'Stage', and then have a secondary grouping by 'Priority' for example, that'd be helpful. Idea #4) When you click 'Refresh' it reloads the whole page, and if you have multiple boards, the refresh may cause you to leave the board you were on and go back to the default board. May be helpful when clicking refresh to stay on the same selected board. Thanks!
I love the app but I'm suddenly getting an error "core.apexpages.exceptions.ApexPagesHandledException: Filter Id value 00B36000007iion is not valid for the PicOpp__c standard controller " I think it is because I deleted a list that was the default for the app but I don't know how to fix it. Please help!
Figured out that if a Picklist field has "Restrict picklist to the values defined in the value set." checkbox on, it does not appear in the group by clause. Although, i don't know the reason for this. Thanks for such a nice app again !!