How to add an attribute to a kanban tile on the homepage

[berry1103]

SOLVED!

I want to add a Kanban view of 'My Opportunities' to the homepage. This view should be sorted by status (e.g. open, in progress, closed). When I want to add a kanban card on the homepage, I only have the option to choose the field 'type' in the dropdown attribute. I want to add the ability to choose the status here as well. How do I add this choice? In addition, I want to show the Expected value of the Opportunity. I can't select this at the moment. How can I add this field to the selection option?kanban-field-values.jpgkanban-attribute.jpg

[berry1103]

SOLVED!

Dear community members,

Thanks for your contributions. The solution to my problem was something else.

Kanban view tile Homepage

To be able to select fields for the opportunity card, the relevant fields must be made visible on the list view for the relevant page layout.

Attributes Kanban View

SAP automatically adds the Status field to the Attribute choice field (when configuring Homepage tile Kanban). In previous configuration, the default Status field had a different label (“Status.”). When the 'dot' was removed, the status was added as an attribute.

Best Regards,

Berry

[Juliuspereira]

Hi Berry,

Isn't this what you want?

Julius

[berry1103]

Dear Julius,

The picture/screenshot is exactly what I have in mind. How did you do this?

Thank you.

Berry

[Yogananda]

berry1103
To add the ability to choose the status as an attribute to the Kanban view of 'My Opportunities' on the homepage, you will need to add a custom field to the Opportunity object in the C4C system. You can do this by selecting the Opportunity object in the Administrator work center, then clicking the 'Edit' button and selecting 'Custom Fields and Logic'. From here, you can create a new custom field and select an appropriate data type (e.g. dropdown list) to store the status value. Once the field has been created, you can then add it to the Kanban view of 'My Opportunities' on the homepage. To add the Expected Value field to the selection option, you will need to first add the field to the Opportunity object in the C4C system, as described above. Once the field has been added, you can then select it as an attribute for the Kanban view.