Kanban can only display 200 records with up to 4 fields per record. What is the best approach to expand these limits and allow the addition of additional fields based on conditions? For instance, when an opportunity is in the Pitch/Offer stage, 'Pitch/Offer Status' and 'Prospect Confirmation Status' should be visible to the end user. However, when the opportunity transitions to the 'Removal Request' stage, only 'Status' and 'Reason' should be displayed.
#Lightning Experience #Kanban View Lightning Experience #Opportunity Kanban #Salesforce Admin #Salesforce Developer
Hi Vikas, I believe the 4 fields are defined based on the first 4 fields selected in that list view. I think to achieve what you're looking for you would have to have a separate list view for each Stage, with the first four fields of each list view adjusted accordingly. However, I'm assuming you want one Kanban view grouped by each stage. I wonder if you could create a formula field(s) that pulls in the values based on the Stage of that Opportunity. For example, you could have a formula that pulls in Pitch/Offer Status if the Stage is equal to Pitch/Offer, otherwise it returns the Status. You could then try putting these formulas in the first 4 fields of that list view.
