Customising SharePoint List View when using a Board Layout

Question

Hi all,

Can I have some advice on some tidying I would like to do to a Board view I've created from a SharePoint list?

I have a list that's been created from the Issue Tracker, used by my team to raise and track issues which are raised while working with our customers. It's presented as a board view, so they can get an at-a-glace representation of where each issue is, currently (on it's way to being resolved) and the Buckets which are presented are based on the 'Status' field, of which there are 10 Choices/resultant buckets.

I would like to do two things:

1. In the Completed Status field Bucket, I would like to filter it so that once an Item has been in there for 2 weeks, it's hidden (not deleted) just removed from the view. In conjunction with this, can I create a list view that's filtered to only show older resolved/cancelled items?
2. Can I amend the view (potentially using code) so that only some of the fields are displayed as Buckets? The Flow which is applied to the list raises all new Tasks as "Awaiting Authorisation", so they can be reviewed before being accepted for investigation - in the "working" view of the list, this field isn't necessary. The Team are notified if their Issue is Rejected (which is also a Choice in the Status column) and the Workflow marks the Issue as such, when this happens. There are potentially only 7 Buckets that I really "need" be on show in the Main view of the list.

Is any of this possible?

Answer 1

Hello,

You mentioned buckets, which lends to planner, but I believe by "bucket" you mean the sharepoint column filtering?

Never the less, I believe you can find the answer to your solution as such:

1. Have a field that is a date field called something like "Status Change Date". Have Power Automate set this date whenever the status changes. Then you can filter the list to say something like : Status = Resolved/Cancelled & Status Change Date > Today -14 . This should allow you to only see the ones that have been status changed the last two weeks. (If you are not going in and making changes to these issues after they are closed, you can use the "modified" field instead of the Status Change Date if you dont want to get into Power Automate)
2. List item views can be amended as to what fields you are able to show. Again, I am not entirely certain as that what you are referring to when you say "buckets". But you can hide the fields you dont want to see in the "Working" view through the "edit this view" or in the List settings -> views.

Hope this helps!