2207 Advanced Components
Advanced Components
Introduction
Beyond basic tables and forms, Tadabase offers specialized components that provide unique ways to visualize and interact with data. Kanban boards, calendars, maps, and timelines each serve specific use cases and create more engaging, intuitive user experiences. Mastering these advanced components enables you to build applications tailored to specific workflows and industries.
In this section, you'll learn about four powerful advanced components: Kanban for pipeline management, Calendar for scheduling, Map for geographic data, and Timeline for chronological views. You'll understand when to use each component and how to configure them effectively.
Kanban Component
The Kanban component displays records as cards organized in columns based on a status or stage field. It's perfect for visual workflow management.
What is Kanban?
- Visual board with columns representing stages
- Records displayed as cards
- Drag-and-drop between columns
- Real-time status updates
- Originated in manufacturing, popular in project management
When to Use Kanban
- Sales Pipelines: Track deals through stages (Lead, Qualified, Proposal, Won)
- Project Management: Task status (To Do, In Progress, Review, Done)
- Hiring Process: Candidate stages (Applied, Screening, Interview, Offer)
- Order Fulfillment: Order status (New, Processing, Shipped, Delivered)
- Support Tickets: Ticket status (Open, In Progress, Waiting, Resolved)
- Any Workflow: Where records move through defined stages
Setting Up Kanban
Prerequisites
- Table with status/stage field (dropdown or connection)
- Defined stages in logical order
- Records with status values
Configuration Steps
- Add Kanban Component
- Create or open page
- Click "Add Component"
- Select "Kanban"
- Select Table
- Choose table to display
- Choose Status Field
- Select field that contains stages
- Must be dropdown or similar
- Configure Columns
- Define which stages to show
- Set column order
- Hide certain stages if needed
- Configure Cards
- Select fields to display on cards
- Order fields
- Choose card layout
- Set Drag-and-Drop
- Enable/disable dragging
- Set permissions (who can drag)
- Add Filters (optional)
- Filter which records appear
- Example: Only "My" records
Kanban Features
Drag and Drop
- Drag cards between columns
- Automatically updates status field
- Can trigger rules on status change
- Permission-controlled
Card Customization
- Show key fields on cards
- Include images or avatars
- Display badges (priority, due date)
- Add quick action buttons
Column Headers
- Stage name
- Record count in each column
- Optional sum/total values
- Color coding by stage
Swimlanes
- Group records by secondary field
- Example: Group by assigned user
- Horizontal grouping within columns
Kanban Examples
Example 1: Sales Pipeline
Columns:
- Lead
- Qualified
- Proposal
- Negotiation
- Won
- Lost
Card Fields:
- Company name
- Deal value
- Expected close date
- Assigned sales rep (avatar)
- Priority badge
Features:
- Drag deals through pipeline
- Column totals show pipeline value
- Filter to "My Deals"
- Quick edit on card click
Columns:
- Backlog
- To Do
- In Progress
- Review
- Done
Card Fields:
- Task name
- Assignee
- Due date
- Priority indicator
- Estimated hours
Features:
- Swimlanes by team member
- Color-coded by priority
- Overdue tasks highlighted
- Quick actions: Edit, Comment, Delete
Columns:
- Applied
- Phone Screen
- Interview
- Offer
- Hired
- Rejected
Card Fields:
- Candidate name
- Position
- Application date
- Rating
- Recruiter
Kanban Best Practices
- Keep stages simple and clear (4-7 columns ideal)
- Define stage progression logically
- Show most important info on cards
- Use color coding meaningfully
- Enable drag-and-drop for faster updates
- Add column totals for key metrics
- Filter to relevant records only
- Test on mobile devices
Calendar Component
The Calendar component displays records on a calendar view, perfect for scheduling and date-based data.
What is Calendar?
- Visual calendar display (month, week, day views)
- Events/records shown on dates
- Click to view details
- Drag to reschedule
- Supports recurring events
When to Use Calendar
- Event Management: Conferences, webinars, meetings
- Appointment Scheduling: Doctor visits, consultations
- Booking Systems: Room reservations, equipment rental
- Project Timelines: Milestones, deadlines
- Leave Management: Time-off requests, vacations
- Content Calendar: Publishing schedule
- Any Date-Based Data: Where timing is key
Setting Up Calendar
Prerequisites
- Table with date field(s)
- Start date required
- End date optional (for multi-day events)
Configuration Steps
- Add Calendar Component
- Create or open page
- Click "Add Component"
- Select "Calendar"
- Select Table
- Choose table to display
- Choose Date Fields
- Start date field (required)
- End date field (optional)
- All-day vs timed events
- Configure Event Display
- Title field (what to show on calendar)
- Color coding (by field value)
- Event details popup
- Set Calendar Views
- Month view (default)
- Week view
- Day view
- Agenda/list view
- Enable Interactions
- Click to view details
- Click to edit
- Drag to reschedule
- Add new events
Calendar Features
Multiple Views
- Month: Overview of entire month
- Week: Detailed week view with time slots
- Day: Hourly breakdown of single day
- Agenda: List view of upcoming events
Color Coding
- Color events by category
- By status (confirmed, tentative, cancelled)
- By type (meeting, deadline, holiday)
- By assigned user
Drag and Reschedule
- Drag events to new dates
- Drag edges to change duration
- Automatically updates date fields
- Permission-controlled
Recurring Events
- Daily, weekly, monthly patterns
- Custom recurrence rules
- End after date or number of occurrences
Calendar Examples
Example 1: Appointment Scheduler
Configuration:
- Date fields: Appointment Date, End Time
- Title: Patient Name + Service
- Color by: Service Type
- Views: Week and Day (time-based)
- 30-minute time slots
Features:
- Drag to reschedule appointments
- Click to view patient details
- Filter by practitioner
- Block out unavailable times
Configuration:
- Date fields: Start Date, End Date
- Title: Event Name
- Color by: Event Category
- Views: Month and Agenda
- All-day events
Features:
- Multi-day events span across dates
- Click for event details and registration
- Filter by location or category
- Export to iCal
Configuration:
- Date fields: Milestone Date
- Title: Milestone Name
- Color by: Project Phase
- Views: Month and Week
Features:
- View all project milestones
- Drag to adjust dates
- Filter by project or team
- Highlight overdue milestones
Calendar Best Practices
- Use meaningful color coding
- Keep event titles concise
- Enable appropriate views for use case
- Set sensible default view
- Add filters for busy calendars
- Include timezone support if needed
- Test drag-and-drop functionality
- Consider mobile responsiveness
Map Component
The Map component displays records on an interactive map based on location data.
What is Map?
- Interactive map (Google Maps, Mapbox)
- Records shown as pins/markers
- Click markers for record details
- Supports clustering for many markers
- Geolocation and routing
When to Use Map
- Store Locator: Show business locations
- Service Areas: Display coverage zones
- Fleet Management: Track vehicles
- Real Estate: Property listings
- Delivery Tracking: Route and status
- Event Venues: Location mapping
- Customer Locations: Geographic analysis
- Any Location Data: Where geography matters
Setting Up Map
Prerequisites
- Table with location data:
- Address field (auto-geocodes)
- OR Latitude/Longitude fields
- API key configured (Google Maps or Mapbox)
Configuration Steps
- Add Map Component
- Create or open page
- Click "Add Component"
- Select "Map"
- Select Table
- Choose table to display
- Choose Location Field
- Address field
- OR Latitude/Longitude fields
- Configure Markers
- Marker icon/color
- Popup content (fields to show)
- Clustering settings
- Set Map Options
- Default zoom level
- Center point
- Map style (satellite, terrain, etc.)
- Add Filters (optional)
- Filter which records appear on map
Map Features
Marker Customization
- Color code by field value
- Different icons for different types
- Custom marker images
- Marker labels
Info Popups
- Click marker to show details
- Display any record fields
- Include action links
- Show images
Clustering
- Group nearby markers
- Show count in cluster
- Zoom in to expand clusters
- Performance benefit for many markers
Geolocation
- Show user's current location
- Find nearest records
- Distance calculations
- Directions to location
Drawing Tools
- Draw shapes on map
- Define service areas
- Mark territories
- Save drawn areas
Map Examples
Example 1: Store Locator
Configuration:
- Location: Store Address field
- Markers: Color by store type
- Popup: Store name, hours, phone, directions link
- Clustering: Enabled
Features:
- User geolocation to find nearest
- Filter by services offered
- Search by city or ZIP code
- Get directions button
Configuration:
- Location: Property Address
- Markers: Color by price range
- Popup: Photo, price, beds/baths, view details link
- Clustering: Disabled (for browsing)
Features:
- Filter by price, beds, property type
- Draw search area on map
- Save favorite properties
- Schedule viewing from popup
Configuration:
- Location: Customer Address
- Markers: Color by appointment status
- Popup: Customer name, service type, time, status
Features:
- Filter to today's appointments
- Group by technician
- Route optimization
- Mark complete from map
Map Best Practices
- Ensure accurate address data
- Use clustering for many markers
- Color code meaningfully
- Keep popups concise
- Test geolocation features
- Set appropriate default zoom
- Consider mobile map interaction
- Cache geocoding results
Timeline Component
The Timeline component displays records in chronological order, perfect for showing history and sequences.
What is Timeline?
- Chronological display of records
- Vertical or horizontal layout
- Events plotted on date axis
- Visual history representation
When to Use Timeline
- Activity History: Customer interactions, updates
- Project Milestones: Key project events
- Order Tracking: Order status changes
- Employee History: Career progression, reviews
- Communication Log: Emails, calls, meetings
- Version History: Document or record changes
- Any Historical Data: Where sequence matters
Setting Up Timeline
Prerequisites
- Table with date/time field
- Description or title field
Configuration Steps
- Add Timeline Component
- Create or open page
- Click "Add Component"
- Select "Timeline"
- Select Table
- Choose table to display
- Choose Date Field
- Field to plot on timeline
- Configure Event Display
- Title/heading field
- Description fields
- Icon or image
- Set Layout Options
- Vertical or horizontal
- Alternating sides or single side
- Grouping by date ranges
Timeline Features
Visual Markers
- Icons for event types
- Color coding by category
- Images or avatars
- Status indicators
Grouping
- Group by day, week, month, year
- Collapsible date groups
- Period headers
Details Expansion
- Click to expand event details
- Inline or popup details
- Show additional fields
Filtering
- Filter by date range
- Filter by event type
- Search timeline events
Timeline Examples
Example 1: Customer Activity Timeline
Configuration:
- Date field: Activity Date
- Title: Activity Type
- Description: Notes/Details
- Icon: By activity type (call, email, meeting)
Displays:
- All customer interactions chronologically
- Phone calls, emails, meetings, notes
- Color-coded by interaction type
- Expandable for full details
Configuration:
- Date field: Milestone Date
- Title: Milestone Name
- Description: Milestone Details
- Color: By status (completed, upcoming, overdue)
Displays:
- Key project milestones in order
- Completed vs upcoming
- Overdue items highlighted
- Progress percentage
Configuration:
- Date field: Status Change Date
- Title: Status + User
- Description: Notes
- Icon: Status icon
Displays:
- Order status changes over time
- Who made each change
- When changes occurred
- Any notes or comments
Timeline Best Practices
- Use clear, descriptive event titles
- Include relevant details
- Use icons for quick recognition
- Color code meaningfully
- Group by appropriate time periods
- Show most recent first (usually)
- Enable filtering for long timelines
- Test readability on mobile
Choosing the Right Component
Decision Guide:
| Data Type | Best Component | Why |
| Status-based workflow | Kanban | Visual pipeline management |
| Date-based scheduling | Calendar | Time-based visualization |
| Location-based data | Map | Geographic visualization |
| Chronological history | Timeline | Sequential event display |
| Tabular data | Table | Structured data display |
| Visual browsing | Cards | Image-rich display |
Combining Components
Use multiple components together for comprehensive views:
Example: Sales Dashboard
- Kanban: Deal pipeline
- Calendar: Upcoming meetings
- Map: Customer locations
- Table: Recent activities
- Charts: Sales metrics
Example: Project Management
- Kanban: Task board
- Timeline: Project milestones
- Calendar: Team schedule
- Table: Task list with filters
Summary
In this section, you've learned about advanced components:
- Kanban for visual workflow and pipeline management
- Calendar for scheduling and date-based data
- Map for geographic and location-based information
- Timeline for chronological event display
- When to use each component type
- Configuration options for customization
- Best practices for effective implementation
These advanced components transform data into intuitive, specialized views that match how users naturally think about and work with information. Choosing the right component for your data type dramatically improves user experience.
Next: Continue to Phase 3 Summary and Project to consolidate your learning.
Hands-On Exercise (To Be Added)
Exercise placeholders will include practical activities such as:
- Create a Kanban board for sales pipeline
- Set up a calendar component for appointments
- Build a map view for store locations
- Configure a timeline for activity history
- Combine multiple advanced components on one page
Knowledge Check (To Be Added)
Quiz questions will test understanding of:
- When to use Kanban vs Calendar vs Map vs Timeline
- Key features of each component type
- Configuration requirements for each component
- Best practices for component implementation
- How to choose the right component for data type

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