Quick Start & Setup

Prerequisites #

• GravityView and Gravity Forms are installed and active.
• PHP 8.0 or higher.
• Your source form includes either:
  • A single‑select field (Radio/Select) with defined choices, or
  • A Gravity Flow workflow attached to the form. (Available for Premium or Agency plans only.)

Create a Kanban View #

1. In GravityView, create a new View.
2. Select the Source Form.
3. Choose Kanban as the View Type.

Configure Columns #

• Field mode (choices → columns):
  1. Select the single‑select field used for status/stage.
  2. Pick which choices should appear as columns. (Available for Premium or Agency plans only.)
• Workflow mode (Gravity Flow steps → columns):
  1. Select Workflow as the column source.
  2. Pick which steps should appear as columns.
• Uncategorized: toggle whether to show it even when empty.

Configure Cards #

• Title (required): select the field(s) to display as the card title.
• Body (optional): add additional fields/content for the card body.
• Single Entry View (Single Card): configure the single‑card layout as needed.

Apply Standard GravityView Settings #

• Use any GravityView settings you need, including filters, permissions, inline edit, lightbox, and search widgets.

Drag & Drop Behaviour #

• Field mode: moving a card updates the entry’s field value to the new column’s choice.
• Workflow mode: moving a card updates the entry’s Gravity Flow step to the new column’s step.

Notifications #

• Entry edits can trigger native GravityView notifications.
• KV4GV provides a Card Moved notification trigger for movements between columns.

Save and Use #

1. Save/Update the View.
2. Open the View on the front end and drag cards between columns, open single cards, and apply filters/permissions as needed.