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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Glossary

Alphabetical definitions of Flexi Kanban terms used across the docs.

Use this page as a quick reference. Use Ctrl/⌘ + F to jump to a term.

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A

Action

A reusable operation that runs in a specific context object (like Case or Opportunity).

Actions are commonly triggered by:

  • moving a card between columns

  • clicking a button, menu item, or cell

  • running an Action manually, in batch, or on schedule

See Working with Actions.

Action Group

A sequence of Actions executed in order.

Action Groups can also share Variables between steps.

See Working with Action Groups.

C

Cell

A small UI element that shows text, an icon, a link, or a menu.

Cells can be used for display or interaction.

You can attach a Handler to a cell.

See Configuring Rows, Cells, Menus and Buttons.

Child Kanban

A Standard Kanban with extra settings for embedding on a Salesforce record page.

A Child Kanban typically auto-filters to show records related to the current record.

See What are Kanbans? and Configuring Child Kanban.

Compact Layout

The front of a card.

It defines what you see inside the card while browsing a column.

See How to configure Card Compact Layout.

Composite Kanban

A parent Kanban that contains multiple Kanbans inside containers.

It has its own header, filter panel, and sidebar.

See What are Kanbans? and Working with Composite Kanban Layout.

Custom Attribute

A custom key/value pair stored on a Column or Card.

Use custom attributes like extra fields in merge fields and formulas.

For merge-field access, the attribute name is exposed with an a__ prefix.

See:

D

Dashboard

In this documentation, β€œdashboard” is often used as a synonym for a Kanban board.

A dashboard is usually a Standard Kanban configured for a specific workflow.

See Demo Example: Cases Dashboard.

H

Handler

A configurable reaction to a user interaction.

Handlers can:

  • open an SObject or details view

  • show a form or component

  • navigate to a URL

  • execute an Action or Action Group

  • fire events

Handlers can also chain Success and Error handlers.

See Configuring Handlers.

J

Junction

Short for Column Junction.

A Column Junction links columns for a specific card type.

It controls:

  • whether the card is visible in a column

  • allowed drag-and-drop target columns

  • drop behavior (refresh, remove, etc.)

  • which Actions run on each move direction

See Configuring Card Movement and Column Junctions.

K

Kanban

A configurable board that visualizes records as cards in columns.

Flexi Kanban supports Standard, Child, and Composite Kanbans.

See What are Kanbans?.

L

Layout

A configurable arrangement of UI elements.

In Flexi Kanban, β€œlayout” is used in a few places:

  • Card Compact Layout: what the card looks like in a column

  • Card Layout: what opens when you click a card (sidebar or modal)

  • Composite Kanban Layout: how containers are placed and sized

See:

M

Merge Field

A placeholder you can insert into text inputs, formulas, styles, and configs.

Merge fields resolve at runtime using the current context.

Examples:

  • {Case.Id}

  • {$Variables.SelectedCaseReason}

  • {$TargetColumn.a__Status}

See Using Merge Field Picker.

S

Stage Age

A common Kanban metric meaning β€œhow long a record has been in its current stage.”

Flexi Kanban does not enforce a single definition.

You typically calculate it from your source object fields.

Example: on Opportunity, you can compute it using a field like LastStageChangeDate.

V

Variable

A user-defined, in-memory string value.

Variables:

  • can be inserted as merge fields ($Variables)

  • can be updated by Actions

  • keep their values when the Kanban is refreshed

See How to Configure Variables.

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