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- Enhanced Kanban & List Views for ERPNext
Illustrative previewA build-to-order Frappe app that upgrades ERPNext Kanban and List views with Link-field columns,
swimlanes, WIP limits, inline card editing, per-user saved presets and conditional coloring.
ECOSIRE scopes, builds, installs and supports it for your exact DocTypes.
What is Enhanced Kanban & List Views for ERPNext?
A build-to-order Frappe app that upgrades ERPNext Kanban and List views with Link-field columns, swimlanes, WIP limits, inline card editing, per-user saved presets and conditional coloring. ECOSIRE scopes, builds, installs and supports it for your exact DocTypes. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
Teams that run their work inside ERPNext quickly hit the ceiling of the stock board. Frappe's native Kanban only groups cards by a single Select field, so a sales pipeline keyed on a Link-to-Territory, a project board grouped by assigned engineer, or a support queue split by priority all force you to bolt a throwaway Select field onto the DocType and keep it in sync by hand. There are no swimlanes, no WIP limits, no inline card editing, and every user is stuck with whatever list filters and columns the last person left behind. The result is that project and sales teams either export to a spreadsheet or buy a separate board tool, and ERPNext stops being the single source of truth.
Enhanced Kanban & List Views closes that gap as a proper Frappe app (its own module, installable with bench get-app / bench install-app) rather than a fragile customization. We add a configurable board layer that can build Kanban columns directly from Link fields — grouping a Sales Order board by Customer Group, a Task board by Project, or a Lead board by Sales Person — resolving the linked records through the Frappe ORM and honoring the same read permissions and role profiles the rest of ERPNext uses. On top of columns we add horizontal swimlanes (a second grouping dimension), per-column WIP limits with visual over-limit warnings, and conditional row and card coloring driven by field-value rules you define (for example, overdue delivery dates in red, high-value deals in green).
Technically, moves and edits are transactional. Dragging a card writes through a whitelisted server method (@frappe.whitelist()) that runs standard document validation and hooks.py doc_events (validate, on_update), so a board move can't bypass your business logic — it triggers the same workflow state changes, notifications and permission checks as editing the form. Inline card editing uses the Frappe REST API and client scripts to patch individual fields without opening the full form. Saved view presets — the exact columns, filters, sort order, board grouping, swimlane and color rules — are stored per user in a custom DocType, so each person keeps their own working views while shared team presets stay stable. Where a board needs periodic recalculation (aging counters, stale-card flags), we wire a scheduler_events job. Everything is built and tested against Frappe/ERPNext v15 and v16.
Because this is build-to-order, nothing is a generic download. On a short scoping call we confirm which DocTypes get boards, which Link fields drive columns and swimlanes, your WIP and coloring rules, and the permission model. We then build your version of the app, test it on a staging bench, run UAT with your team, and deploy to production with a rollback plan. Typical delivery is one working week from confirmed scope depending on how many DocTypes and rules are in play. You receive the full source code and git repository, so you are never locked to us.
What you get
- Installable source code for your version of the app, packaged as a standard Frappe app (`bench get-app` / `bench install-app`)
- Installation and configuration on your environment, including board, swimlane, WIP and coloring setup for the agreed DocTypes
- Technical documentation: DocType and field reference, `hooks.py` events, whitelisted methods and any scheduler jobs
- End-user guide plus a live training session for your project and sales teams
- UAT on a staging bench with a documented rollback plan before production cut-over
- Post-go-live support window for defect fixes and configuration adjustments
- Handover of the full git repository so your team owns and can extend the code
- Version compatibility confirmation and testing notes for Frappe/ERPNext v15 / v16
Who this is for
Project delivery lead
Runs multiple client or internal projects in ERPNext and wants a Task board grouped by Project or assignee, with swimlanes per team and WIP limits to stop overloading engineers — without exporting to a separate board tool.
Sales manager
Manages a pipeline of Leads and Opportunities and needs columns driven by the Sales Person or Territory `Link` field, conditional coloring for stale or high-value deals, and inline stage moves that still fire the real ERPNext workflow.
Support / operations coordinator
Triages Issues, Material Requests or service jobs and wants a color-coded queue with per-user saved filters, so each agent keeps their own view while the shared board stays consistent.
ERPNext administrator
Owns the instance and needs a clean, permission-respecting Frappe app — no core patching, proper `doc_events`, v15/v16 compatibility and the source in git — rather than a brittle in-house customization.
How Enhanced Kanban & List Views for ERPNext Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Kanban grouping source | Any `Link` field (Project, Customer Group, Sales Person) plus swimlanes | Whatever you build in-house | Usually the native single `Select` field only | Single `Select` field per board, no swimlanes |
| WIP limits | Per-column limits with over-limit warnings | Possible but must be coded from scratch | Rarely included | Not available |
| Inline card editing | Patch fields via REST API without opening the form | DIY client scripting | Limited or full-form only | Open the full form to edit |
| Conditional coloring | Rule-based row/card colors you define | Hand-coded per board | Basic indicator colors at best | Standard status indicators only |
| Saved presets | Per-user + shared presets in a custom DocType | Build your own storage model | Often global, not per-user | Filters not reliably persisted per user |
| Business-logic safety | Moves fire `validate`/`on_update` `doc_events` | Depends on your implementation quality | Varies; may bypass workflow | Native, but limited board actions |
| Fit to your DocTypes | Scoped and built for your exact DocTypes | Fully bespoke but you carry the effort | Generic, configure to fit | Generic core behavior |
| Ownership & support | Full source, git handover, support window | You own it and maintain it entirely | Vendor-controlled, subscription-tied | Covered by ERPNext core support only |
Frequently Asked Questions about Enhanced Kanban & List Views
How long does delivery take?
Because this is build-to-order, we build your version after a scoping call rather than shipping a generic download. Typical delivery is one working week from confirmed scope, depending on how many DocTypes get boards and how complex your swimlane, WIP and coloring rules are. We confirm a firm timeline once scope is signed off.
Is this an existing app I can download from the Frappe Marketplace?
No. There is no instant download. ECOSIRE builds, installs and supports your version against your specific DocTypes and `Link` fields, then hands over the full source and git repository. You get code tailored to your instance, not a one-size-fits-all listing.
Which Frappe / ERPNext versions are supported?
We build and test against Frappe/ERPNext v15 and v16. During scoping we confirm your exact version and bench setup so the app is packaged and tested to match it.
Does a board move respect our workflows and permissions?
Yes. Drag-and-drop moves and inline edits go through whitelisted server methods that run standard document validation and `hooks.py` `doc_events` (`validate`, `on_update`), and cards only appear if the user can read the underlying document. Board actions honor your workflow states, role profiles and user permissions exactly as the form would.
What about support and future updates?
Every engagement includes a post-go-live support window for defect fixes and configuration tweaks. Because you receive the full git repository, your team can extend the app yourselves, and we can also quote a maintenance retainer to keep it aligned with future ERPNext releases.
Can you add fields to drive the boards without breaking upgrades?
We prefer to drive columns from your existing `Link` fields. Where a new grouping or flag field is genuinely needed we add it as a Custom Field or through fixtures, packaged in the app so it survives `bench migrate` and version upgrades — no manual patching of core DocTypes.
Can each user keep their own board and list views?
Yes. Saved view presets — columns, filters, sort order, board grouping, swimlanes and color rules — are stored per user in a dedicated custom DocType. Individuals keep their own working views while shared team presets stay stable for everyone.
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Enhanced Kanban & List Views
A build-to-order Frappe app that upgrades ERPNext Kanban and List views with Link-field columns, swimlanes, WIP limits, inline card editing, per-user saved presets and conditional coloring. ECOSIRE scopes, builds, installs and supports it for your exact DocTypes.
- Kanban columns generated directly from `Link` fields (e.g. Customer Group, Project, Sales Person) — not just the native single `Select` field
- Horizontal swimlanes as a second grouping dimension, so a board can split by stage across columns and by owner across rows
- Per-column WIP limits with visual over-limit warnings to enforce flow discipline
- Inline card editing that patches individual fields via the Frappe REST API without opening the full form