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pipeline-setup

Creates staged pipeline workflows with select fields, record types, and kanban views via the Frontline CLI.

Updated Jul 27, 2026
Search Tags:#workflow#crm#pipeline#kanban#record types#frontline cli#select fields
One-click install
npx skills add https://github.com/api-evangelist/frontline --skill pipeline-setup-api-evangelist
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-setup
Source: https://github.com/api-evangelist/frontline/tree/main/skills/vendor/pipeline-setup
Command: npx skills add https://github.com/api-evangelist/frontline --skill pipeline-setup-api-evangelist

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Setting up a visual pipeline workflow (like a sales funnel or support ticket board) requires coordinating several configuration steps—creating stage fields, adding options, defining record types, and building kanban views. This Skill walks through the entire process using the Frontline CLI so nothing is missed. ## Core Features & Use Cases - Stage Field Setup: Create single-select fields and add ordered, color-coded stage options for any object. - Record Type & View Creation: Define record types with relevant fields and build kanban or table views grouped by stage. - View Polish: Adjust column order, hidden columns, sticky columns, dialog field order, and kanban group ordering. - Use Case: Build a complete support ticket pipeline—add an Escalated stage to the Status field, create a Priority field, define a Support Board record type, and generate a kanban Ticket Board view. ## Quick Start Set up a sales pipeline on the deals object with stages Lead, Qualified, Proposal, Won, and Lost, plus a kanban board grouped by stage.

Frequently Asked Questions about pipeline-setup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a kanban board with the Frontline CLI?▼

Create a kanban view with frontline object view create, passing type KANBAN and a metadata groupingColumnId set to the ID of a single-select field. The view groups records as cards by that field's options.

How do I add stages to a pipeline select field?▼

Use frontline object option create with the object name and field ID, passing a name and color in the data payload. Add options in the order they should appear on the board, and use colors like Gray for new stages and Emerald for positive outcomes.

What field type is required for kanban view grouping?▼

The groupingColumnId must reference a single-select field, created with type select and metadata mode singleSelect. Multi-select or other field types cannot be used to group a kanban board.

Can I have multiple pipelines on the same object?▼

Yes, create different record types for different workflows on the same object, such as a Sales Pipeline and a Partner Pipeline on Deals. Each record type defines which fields are visible, and views can be attached to specific record types.

How do I reorder columns in a Frontline kanban board?▼

Use frontline object view update with the --option-order flag to set the order of kanban groups independently of the global select field settings. You can also use --column-order and --hidden-columns to control card field display.

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