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

Use WPS Kanban View New/Delete Records through 3 how-to topics: add a record from the toolbar, add a record from the bottom of a column, and delete a record from a card.

How-to Index

How-to Guide

1. Add a Record from the Toolbar

Entry point: Top toolbar → “+ Add Record”

1. In kanban view, click the “+ Add Record” button on the top toolbar.
2. Open the Add Record details panel on the right side.
3. Enter the content for each field.
4. If you need fields that are not shown directly, click “Hidden fields” to expand them.
5. If you want to keep adding records, select “Continue adding after submit.”
6. Click “OK” to finish.

Success Criteria

• Interface result: The details panel opens and closes normally.
• What you can do next: The new record can be viewed or edited in the board.
• No unwanted side effects: Existing cards are not removed or overwritten.

Tips While Using

• Common mistake: If required fields are incomplete, the record may not be submitted as expected.
• Environment note: You need edit permission for the current multi-dimensional spreadsheet.

2. Add a Record from the Bottom of a Column

Entry point: Bottom of a grouped kanban column → “+ Add Record”

1. In kanban view, find the target grouped column.
2. Scroll to the bottom of that column and click “+ Add Record.”
3. In the Add Record details panel on the right, enter the field values.
4. Click “OK” to finish.
5. Check whether the new card appears at the bottom of that grouped column.

Success Criteria

• Interface result: The new card appears in the selected grouped column.
• What you can do next: You can open the card and continue editing its content.
• No unwanted side effects: Existing cards in other columns stay unchanged.

Tips While Using

• Common mistake: If you do not confirm the target grouped column first, the record may be added in the wrong place.
• Environment note: The grouped column needs to be visible so you can reach the bottom entry point.

3. Delete a Record

Entry point: Kanban card → right-click menu → “Delete Record”

1. In kanban view, find the card you want to remove.
2. Right-click the card.
3. In the shortcut menu, click “Delete Record.”
4. Confirm that the card is removed from the current board.

Success Criteria

• Interface result: The target card disappears from the board.
• What you can do next: You can continue adding, editing, or deleting other cards.
• No unwanted side effects: Other cards remain unchanged.

Tips While Using

• Common mistake: Check the card content before deleting it to avoid removing the wrong record.
• Environment note: Deleting a record affects what collaborators see in the shared board.