by Vedisoft

Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SugarCRM or SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.

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#2994 - Picking Saved Search results in no cards

Closed Bug? created by gvaughan 3 years ago

I am using a custom module, linked to Accounts. I create a search on the custom module filtering only by Account and save it. It returns a list, but no cards display in Kanban view when that search is selected in config. Is there a requirement to add all the columns necessary in Kanban to the list, or something?

  1. Vedisoft member avatar

    Vedisoft Provider

    3 years ago

    Hi,
    1). It is better to have a skype call with screen sharing.
    I can talk today
    - between 5am UTC and 2:30pm UTC
    AND
    - between 6pm UTC and 7pm UTC.
    My skype is andrew.uymin.

    2). You built Kanban board by specific dropdown field. You selected dropdown options to be showed as columns on Kanban board. Please make sure you've got records with your Accont from saved search AND with selected for column dropdown options.

    Andrey Uymin
    Project manager, Vedisoft
    +74997030423
    a@vedisoft.ru
    skype: andrew.uymin

  2. gvaughan member avatar

    gvaughan

    3 years ago

    I don't yet have a test instance ready for you, but I do have more information. The saved search returns no records in Kanban field only if the criteria saved in advanced search is a relation. For example, if we had a module called Widgets that is related to Accounts, and wanted to view all Widgets having Account = "Vedisoft". It seems not to matter if it is a custom or a standard module, nor if the relation was created in Studio or Module builder.

    • Vedisoft member avatar

      Vedisoft Provider

      3 years ago

      Hi Greg,
      Thank you for your infomation.
      We will check how it works on our instance with Saved Searches with related filter

  3. Vedisoft member avatar

    Vedisoft Provider

    3 years ago

    Bug fixed on April 10,
    Confirmed by @gvaughan on April 12.

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