How to Configure Variables

Variables are the user defined fields that:

  • can have any desirable name

  • can have value of String type

  • can be inserted anywhere as Merge field

  • can be updated by Actions

  • are initialized with initial values when Kanban page is loaded or reloaded

  • are stored in memory and do not changed when Kanban is refreshed by Kanban API or "Refresh Kanban" button (and this is a perfect tool to dynamically change a lot of Kanban properties)

Variables are configured in the proper section of Kanban Properties sidebar. Click "edit" link to show a proper popup. Click "" button to add variables:

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Enter variable Name and Value. Value can be any text, Merge Field or Formula.

Notes:

  • Variable Name can not contain special symbols.

  • Variable Name in some cases will be transformed to lowercase by system. No problem, variable names are not case sensitive.

Save variables. After being variables will be listed in "Variables" section:

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Save dashboard to store changes. After dashboard has been saved variables will be available in Formula Builder to select:

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To see what values are stored in the variables, and manipulate with them, user can open a Debug Console on Kanban. To know how to work with variables see proper article.

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