How to Use WPS Kanban View New/Delete Records on Android

Use WPS Kanban View New/Delete Records with 2 how-to topics, including creating records and deleting records; choose a topic from the index and follow the entry path and steps below.

How-to Index

How-to Guide

1. Create a Record

Entry path: Kanban view → bottom of the target grouped column → + Add Record

1. In kanban view, find the grouped column where you want to add a new card.
2. Tap + Add Record at the bottom of that grouped column.
3. Enter the required field content in the pop-up window.
4. Tap the confirm button to finish creating the record.
5. Check whether the new card appears automatically in the current grouped column.

Success Criteria

• On-screen result: The new card appears in the current grouped column.
• What you can do next: You can open the card details or continue editing its fields.

Tips While Using

• Common mistake: If you tap + Add Record in the wrong grouped column, the new card will be assigned to the wrong group.
• Environment note: If you do not have edit permission for the table, you may not be able to create a record.

2. Delete a Record

Entry path: Tap a card → open record details → top-right Delete

1. In kanban view, tap the target card to open its record details page.
2. Tap Delete in the top-right corner.
3. Confirm the deletion when prompted.
4. Return to kanban view and confirm that the record has been removed.

Success Criteria

• On-screen result: The target card no longer appears in its original grouped column.
• What you can do next: You can continue managing other records.

Tips While Using

• Common mistake: Deleting a card before checking its content may remove a valid record by mistake.
• Environment note: Deleting a record usually requires edit permission for the table.