I would like to use Kanban reports to track varies quotes and their stages in my app. I have a Multi select text field where all the status' are listed and the field type cannot be changed. Is there a way to get the status' to display in a multiple choice field so I create the reports I need? Any ideas?Thanks!------------------------------Kelly Lyons------------------------------

A Kanban reprt only work with a multiple choice field. Are you asking how you can convert your multi select field to be a multiple-choice field?------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

Hi Mark,Yes, that is what I am asking, is there a way to keep the original field, and have another field with the same data but multiple choice so i can use it in the report?

I could help you convert your existing field from a multi select field to a multiple choice field, but there is not a way to have both as data entry fields and the Kanban only supports a multiple choice data entry field for the columns.------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

Ok, would converting that field cause issues within my app though?Would making another table to mirror the original table be worth a shot? Kelly------------------------------Kelly Lyons------------------------------

"Converting" was too strong a word. We can make a new field with the same choices as the multi select field and you would need to go into field usage and "one by one" replace where the multi select field was used to use the multiple choice field.------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

Kanban report help - multi select text field help

11 Replies

MarkShnier__You
Qrew Legend
3 years ago
A Kanban reprt only work with a multiple choice field. Are you asking how you can convert your multi select field to be a multiple-choice field?

------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
- KellyLyons1
  Qrew Cadet
  3 years ago
  Hi Mark,
  
  Yes, that is what I am asking, is there a way to keep the original field, and have another field with the same data but multiple choice so i can use it in the report?
  - MarkShnier__You
    Qrew Legend
    3 years ago
    I could help you convert your existing field from a multi select field to a multiple choice field, but there is not a way to have both as data entry fields and the Kanban only supports a multiple choice data entry field for the columns.
    
    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------

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Kanban report help - multi select text field help