Pipeline / Kanban boards
How ERP pipeline boards sync to herbe.calendar, how stages map to columns, and how to trigger a re-sync.
The Kanban view in herbe.calendar mirrors ERP pipeline boards. Each board corresponds to an ERP pipeline, and each column corresponds to a workflow stage within that pipeline.
How the sync works
Pipeline structure (boards and stages) is fetched from the ERP during the scheduled cron sync. herbe.calendar reads the ERP's pipeline configuration and maps each stage to a Kanban column in the same order the ERP defines them.
Card movements within herbe.calendar write back to the ERP in real time. Dragging a card to a different column updates the activity's workflow stage in ERP immediately.
Stage mapping
ERP workflow stage names appear as column labels without modification. If a stage name changes in the ERP, it updates in herbe.calendar on the next sync.
Stages with no active activities are hidden by default. They reappear when an activity enters them.
Triggering a re-sync
To force an immediate update — for example, after adding a new stage in ERP without waiting for the next scheduled run:
- Go to Admin → Pipeline.
- Click Sync now.
This re-fetches the pipeline configuration and applies any changes. Existing activity card positions are not affected.
Troubleshooting
If a board is missing or a stage does not appear as a column, check that the ERP connection is active (Admin → Config) and run a manual sync. If the issue persists, verify that the ERP service account used by the connection has read access to the pipeline configuration.