How to Create and Delete Records in WPS Kanban View on iOS

This how-to guide covers 2 topics for kanban view record management on iOS, with 2 available without membership and 0 membership-related items; use the index below to jump to the task you need.

How-to Index

How-to Guide

1. Create a Record

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

1. In kanban view, find the grouped column where you want to add the record.
2. Tap + Add Record at the bottom of that column.
3. Enter the content for each field in the pop-up window.
4. Tap Confirm Add to finish creating the record.
5. The new card is placed in the current grouped column automatically.

Success Criteria

• UI state: A new card appears in the target grouped column.
• Next actions: You can open the record and continue editing its fields.

Tips While Using

• Common mistakes: Creating the record in the wrong grouped column places it in the wrong group.
• Environment limits: If synced data does not appear right away, check your network connection and reopen the kanban view.

2. Delete a Record

Entry point: Tap a card → open record details → tap Delete in the upper-right corner

1. Tap the target card to open its record details page.
2. Tap Delete in the upper-right corner.
3. Confirm the deletion to remove the record.

Success Criteria

• UI state: The deleted record no longer appears in its original kanban column.
• Next actions: You can continue working with other records or return to the kanban view.

Tips While Using

• Common mistakes: Deleting a record before checking its content may remove data you still need.
• Environment limits: Use a stable network connection and wait for syncing to finish after deletion.