pcf-kanban-control

Kanban View Control

Figure 1: Kanban view displaying cases by priority.

This PowerApps Component Framework (PCF) control enables users to visualize records in a Kanban view.

📌 Features

• Dynamic Kanban board view.
• Dynamically shows columns based on the selected view.
• Supports business process flows and Choice columns.
• Drag-and-drop functionality.
• Lookup column support.
• Toast notifications for value updates.

🚀 Usage

After adding the control, configure the following properties:

Property	Description
Business Process Flow Step Order	Adds more control to order of business process flow steps.
Notification Position	Sets the position of toast messages.

View Types

The dropdown automatically adjusts to the associated dataset view. If a new Choice column is added, the control updates dynamically to reflect the new values. Also, if the table has any active BPFs, they will appear as an option in the "View type" dropdown.

• Column Order: Card columns are reordered based on the dataset view’s column order.

⚠ Note: If the Status Reason column is included in the view, only active statuses will be displayed.

Card Behavior

The columns displayed on each card are not hardcoded. They are dynamically pulled from the dataset view, ensuring real-time adaptation to the dataset’s structure.

You can still use standard Edit Columns and Edit Filters functionality.

• Edit filters or search will normally affect the items that appear in the kanban.
• Edit Columns can be used to add, remove or sort the columns that appear on the card as well as the "View Type" dropdown.

Figure 2: Dataset columns from example above

Figure 3: View Type options based on choice columns

🔹 Additional Notes

• Lookup columns remain accessible from the card.
• Dragging a card to another column triggers a toast message indicating success or failure of the update.
• If the selected View Type is linked to a business process flow, the record will not move directly to another column. Instead, a popup will open, requiring a manual stage update.

Example - Business Process Flow Step Order (JSON string)

[{"id":"Develop","order":2},{"id":"Propose","order":1},{"id":"Close","order":0}]

You can set the JSON data in the input using the old interface

(View > Custom Controls > Kanban View Control > Business Process Flow Steps > Edit > Bind to a static value > Paste JSON)

📦 Deployment

Run the following commands to deploy the control:

1. Create an authentication profile:

pac auth create --url https://xyz.crm.dynamics.com

2. List existing authentication profiles:

pac auth list

3. Switch to a specific authentication profile:

pac auth select --index <index of the active profile>

4. Ensure a valid connection and push the component:

pac pcf push -pp <your publisher prefix>

Contributions

Contributions to improve or enhance this control are welcome. If you encounter issues or have feature requests, please create an issue or submit a pull request in the repository.

License

This control is licensed under the MIT License. See the LICENSE file for details.