Every order that has a particular status (I.e. Order Status = Active) should appear on the board as a card. Order Status is a field against the order in the database.
Every card should be in the column relative to the stage of the production cycle it is in. I.e. Orders that have ‘Stage = Ordered’ should appear in the ‘Ordered’ list. Stage is a field against the order in the database.
Users should be able to drag and drop cards between each list/stage, and doing so would trigger a workflow that would update the ‘Stage’ field. I.e. Moving a card from the Ordered column to the Shaping column would update the ‘Stage’ field of that order from ‘Ordered’ to ‘Shaping’.
This is all pretty standard Kanban board functionality seen in tools like Jira, Salesforce (the Lightning Experience), etc. but I’m unsure whether it’s possible to do in Bubble.
Can anyone advise if they’ve had any success doing something like this before?
This widget comes with workflows and is close to plug and play. You only need to go through a few steps to successfully paste the widget in your app.
Step 1
If you haven’t already, install the openBuild extension. You can do that here.
Step 2 (Required plugins)
Make sure that the following plugins are installed:
Draggable Elements (by Bubble)
openToast (by Ideable)
Step 3 (Setting up your database)
Go to the tab ‘Data’, go to the tab ‘Option sets’ and add a new option set called “Status”. You do not need to create new attributes. Add the following options:
New option = “Backlog”
New option = “In progress”
New option = “Review”
New option = “Done”
Step 4
Now go to the tab ‘Data types’ and create a new type called “Task”. For this new type, create the following fields:
Field name = “Description”
type = text
Field name = “Order”
type = number
Field name = “Status”
type = Status
Step 5
Go to the Kanban widget in the openBuild extension and hit ‘Pick me’. Bubble will recognize that the Kanban widget is a page and will show the popup ‘Paste a page’.
Step 6
Modify the page name if desired and paste the page by hitting ‘CREATE’
Your Kanban widget should work! Hit preview to check it out.
Hey Guys!
I recorded a video tutorial on how to create a kanban board do watch it if you want to create a kanban board in bubble’s new responsive engine.