Adding the Inspire Planner Portable Kanban to a Lightning Page

Inspire Planner's portable Kanban allows you to add the Kanban to a Lighting record page for any object.

For example, imagine that you are developing a solution for a specific Account. You can choose to add the portable Kanban to your Account Lightning record page so that you are able to see and manage Tasks in a Kanban board, directly on the Account record. The portable Kanban Lightning Component can be added to the Record Detail or you can also choose to add it to a Tab. Below is an example of having the portable Kanban displayed on the Record Detail page.

This help article will show you how to add the portable Kanban Lightning component to a Lightning record page for any object in Salesforce.

Please note the following:

• This feature only supports a single Project view. This means that you can only view one (1) Project in the Portable Kanban based on what is populated in the Project look-up field on the related Object.
   
• Even though you can add the portable Kanban to any Lightning record page, the Salesforce user needs to have an Inspire Planner license to be able to see the portable Kanban on the page.
   
• The Portable Kanban is currently not supported in Digital Experience.
   
• The steps outlined in this help article must be completed by a Salesforce System Administrator as it requires access to Salesforce Setup.

Create a Look-up to the Project

The first step is to create a look-up between the object and the Inspire Planner Project.

For the purpose of this help article, we are going to go over how to add the portable Kanban to an Account Lightning record page but the same steps apply when adding the portable Kanban to any other object in Salesforce.

1. Go to the Salesforce object where you would like to add the portable Kanban. In the example below, we are going to add the portable Kanban to the Account Lighting record page.
   
   
    
2. Click on Fields & Relationships. Then click on New.
   
   
    
3. Select Lookup Relationship as the data type and click on Next.
   
   
    
4. Select "Project" in Related To and click on Next.
   
   
    
5. You will need to populate the following:
   
   Field Label - set this to "Inspire Project"
   
   Salesforce will auto-populate Field Name as "Inspire_Project" when you tab out of Field Label. Please do not change the value. It should be left as "Inspire_Project".
   
   Then click on Next.
   
   
    
6. Set it to Visible for all user profiles and click on Next.
   
   
    
7. Select the page layout(s) you would like to add the field to and click on Next.
   
   
    
8. Select the Project Page Layout(s) you would like to add the Account Related List to and click on Save.
   
   

Add Portal Kanban Lighting Component to Lightning Record Page

After you've created the Inspire Project look-up field on the object, you will then need to add the portable Kanban Lightning component to your Lightning record page.

1. Go to Lightning Record Pages for the Salesforce Object. In the example below, we are adding the portal Kanban to the Account Lightning record page but the same steps apply when you are adding it to any other Salesforce Object.
   
   
    
2. Next, click on the Lightning Record page you are using. The image below is just an example. If you do not have a Lightning Record page yet, you will need to create one first.
   
   
3. Click on Edit.
   
   
    
4. Under the section for Custom - Managed, drag Inspire - Kanban Board Portal to your desired area on the Lightning Record Page. In the example below, we are adding it to a Tab but it can be added to the Record Detail if preferred.
   
   
    
5. If you are adding the portable Kanban to the Record Detail, we also recommend setting the Component visibility to the following:
   
   User --> Inspire Planner User Equal TRUE
   Record --> Inspire Project --> Project Name Not Equal to a blank value
   
   and set Show component when to All filters are true.
   
   You can skip this step if you are adding the portable Kanban to it's own Tab within the Lighting record page since it will not display if the viewing user is not an Inspire Planner user. If there is no value in Inspire Project, it will simply display a message on screen that the Project does not exist.
   
   
    
6. Click on Save when finished. If you have not yet activated the Lighting record page, you will also need to activate it.

How the Portable Kanban displays on the record

Once the above configurations are complete, when you populate the Inspire Project lookup on the record, it then displays the Project Kanban.

Once the Inspire Project look-up field is populated with a Project, then the Project Kanban displays on the record. In the example below, we added the Portable Kanban in it's own Tab on the Account Lightning Record page but it can be added to the Record Detail page as well.

Example of portable Kanban in its own Tab:

Example of portable Kanban in the Record Detail: