Kanban Views Settings
Kanban Views
Section titled “Kanban Views”The Kanban Views tab is where you build the custom kanban views that appear on the Production page’s view dropdown and that power every public Kiosk display. A view is a saved configuration: which department to filter to, which workstation columns to show (and in what order), and any custom metafield columns to include.
Open the tab from App Settings → Kanban Views.
Table of contents
Section titled “Table of contents”- What this tab is for
- The views list
- Creating a view
- Editing a view — the View panel
- The URL key and Open Kiosk
- Department filter
- Column order and visibility
- Metafield columns
- Reordering views
- Deleting a view
- Where these views show up
- Tips and best practices
What this tab is for
Section titled “What this tab is for”Use this tab to:
- Create scoped boards like “Paint Shop Today” or “Final QA” that show only the workstations relevant to one team.
- Generate Kiosk URLs — every view has a unique URL slug used by the public Kiosk.
- Tailor what each display shows — hide irrelevant columns, reorder them, add custom metafield columns to surface custom data on cards.
The built-in Production views (Jobs Data Table, Workstations Kanban, Departments Kanban) aren’t managed here — those are always available. This tab is for the custom views that appear under the Custom Views heading in the view dropdown.
The views list
Section titled “The views list”The page shows a draggable table of all custom views with:
| Column | What it shows |
|---|---|
| (drag handle) | Grip handle for reordering. |
| Name | The view’s display name. |
| Department | The department it’s filtered to, or All Departments. |
| Columns | Count of visible columns (e.g., 5 visible of 12). |
| Actions | Pencil (edit), trash (delete). |
The list is initially empty — add views with the Add New View button.
Creating a view
Section titled “Creating a view”Click Add New View. A side panel slides in with an empty form. Fill in:
- Name — what you’ll call the view (e.g., “Paint Shop”).
- Department — optionally restrict to one department (see below).
- Column Order & Visibility — pick and reorder workstation columns.
- Metafield Columns — optional extra columns showing job-level custom field values.
Click Save. The view appears in the list and immediately becomes available in the Production page’s view dropdown and as a Kiosk URL.
Editing a view — the View panel
Section titled “Editing a view — the View panel”Click the pencil icon on a row to edit. The same form opens, pre-populated. Header buttons:
- Save — applies changes.
- Delete — removes the view (with confirmation).
A read-only URL Key field and an Open Kiosk button appear in edit mode — see below.
The URL key and Open Kiosk
Section titled “The URL key and Open Kiosk”Every saved view has an auto-generated URL Key — a short, opaque slug that identifies it. Combined with /kiosk?url_key=…, it forms the public Kiosk URL for this view.
The URL key:
- Is shown read-only on the edit panel.
- Is at least 15 characters long for unguessability.
- Stays constant when you edit other fields — existing bookmarks and Kiosk displays keep working.
The Open Kiosk button next to it opens the Kiosk for this view in a new tab — useful for previewing and for grabbing the URL to send to the floor team. (To build a URL with extra flags — allow_edit=1, theme=dark, etc. — use the Kiosk URL Configurator card on the Dashboard.)
Treat the URL Key like a password. Anyone with it can open the Kiosk. If a URL leaks, delete and recreate the view to invalidate the old URL.
Department filter
Section titled “Department filter”A dropdown at the top of the form:
- All Departments — every workstation in your shop is available as a column.
- A specific department — only workstations belonging to that department are available.
Picking a department here filters the column-picker below and scopes any Kiosk URL built from this view. Useful for shop-floor displays like “Paint Shop” or “Assembly” that should only show their own team’s columns.
Changing the department clears your column order and visibility. A view that’s restricted to Assembly can’t include a column from Paint, so the system resets the column list when you change the filter.
Column order and visibility
Section titled “Column order and visibility”Below the department filter, every available workstation appears as a row in a draggable list:
- The grip handle on the left lets you drag rows to reorder.
- An eye icon toggles per-column visibility — eye-open means included, eye-closed means hidden.
Reorder to match how work flows physically. Hide columns you don’t want to show — e.g., a paint-shop kanban probably doesn’t need to show Cutting and Packing even if you’ve left All Departments selected.
The Columns count on the view list (e.g., “5 of 12”) reflects how many columns are currently visible.
Metafield columns
Section titled “Metafield columns”Under the workstation columns sits the Metafield Columns section — optional extra columns for custom job metafields.
For each metafield column you set:
- Key — the API slug of the metafield (Job Template → Custom Fields tab defines metafields and their slugs).
- Label — the column header text on the Kiosk’s Table View.
These render as extra columns in the Kiosk’s Table View layout (alongside the workstation cells). Useful when the team needs to see a custom field (Material, Color, Delivery Date, …) directly on the board without opening each card.
Click + Add metafield to add a row, the trash icon to remove. Blank rows are dropped on save.
Reordering views
Section titled “Reordering views”The order of views on this page is the order they appear in the Production page’s view-selector dropdown under Custom Views. To change it:
- Grab a row’s grip handle.
- Drag up or down.
- Release.
The new order is saved automatically.
Deleting a view
Section titled “Deleting a view”Click the trash icon on the row → confirm. The view is removed and its URL Key stops working immediately — any external Kiosk display pointing at that URL will show a 404 / not-found page.
There is no undo. If you might want it back, edit the name to “(Archived) Paint Shop” and remove the columns instead — that keeps the row around for reference without offering it as a real choice.
Where these views show up
Section titled “Where these views show up”| Where | What appears |
|---|---|
| Production page → view dropdown | Each view appears as an entry under Custom Views. |
| Kiosk (public URL) | The view’s URL Key is the url_key query param. |
| Dashboard’s Kiosk URL widget | Each view is a pickable option there for opening / copying the public Kiosk URL. |
| User Groups | You can restrict which views a group can see. |
Changes here take effect immediately for every user.
Tips and best practices
Section titled “Tips and best practices”- One view per physical Kiosk location. Don’t try to make one view fit every display — create separate views for the paint shop tablet, the assembly TV, and the packing terminal.
- Scope by department where possible. It both shortens the column list (less clutter) and makes scoping intent explicit.
- Hide irrelevant columns aggressively. A view with 12 columns shown is a view nobody reads. Five focused columns beats twelve generic ones.
- Order columns the way work flows — left-to-right reads naturally for a process.
- Add metafield columns only when worth it. A custom Material or Color column is very useful for the paint shop; a Created-At column is noise.
- Don’t share view URLs publicly. Treat them as semi-private credentials. If one leaks, delete and recreate.
- Combine with the Dashboard’s Kiosk URL Configurator to build the final URL with flags like Allow logging progress, Show Login button, Theme: dark. Those don’t live on the view itself — they’re per-display.
- Restrict access via User Groups if certain views shouldn’t be visible to certain users.