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docs(user): grouping by relation in board
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# Kanban Board
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<figure class="image"><img style="aspect-ratio:918/248;" src="Kanban Board_image.png" width="918" height="248"></figure>
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<figure class="image"><img style="aspect-ratio:918/248;" src="1_Kanban Board_image.png" width="918" height="248"></figure>
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The Board view presents sub-notes in columns for a Kanban-like experience. Each column represents a possible value for a status label, which can be adjusted.
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@@ -41,7 +41,7 @@ Notes are displayed recursively, so even the child notes of the child notes will
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* Delete the current note.
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* If there are many notes within the column, move the mouse over the column and use the mouse wheel to scroll.
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## Keyboard interaction
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### Keyboard interaction
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The board view has mild support for keyboard-based navigation:
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@@ -52,13 +52,37 @@ The board view has mild support for keyboard-based navigation:
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## Configuration
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### Grouping by another attribute
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### Grouping by another label
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By default, the label used to group the notes is `#status`. It is possible to use a different label if needed by defining a label named `#board:groupBy` with the value being the attribute to use (without `#` attribute prefix).
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By default, the label used to group the notes is `#status`. It is possible to use a different label if needed by defining a label named `#board:groupBy` with the value being the attribute to use (with or without `#` attribute prefix).
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> [!NOTE]
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> It's currently not possible to set a relation as the grouping criteria. There are plans to add support for it.
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### Grouping by relations
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## Limitations
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<figure class="image image-style-align-right"><img style="aspect-ratio:535/245;" src="Kanban Board_image.png" width="535" height="245"></figure>
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* It is not possible yet to use group by a relation, only by label.
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A more advanced use-case is grouping by [Relations](../Advanced%20Usage/Attributes/Relations.md).
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During this mode:
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* The columns represent the _target notes_ of a relation.
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* When creating a new column, a note is selected instead of a column name.
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* The column icon will match the target note.
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* Moving notes between columns will change its relation.
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* Renaming an existing column will change the target note of all the notes in that column.
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Using relations instead of labels has some benefits:
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* The status/grouping of the notes is visible outside the Kanban board, for example on the <a class="reference-link" href="../Note%20Types/Note%20Map.md">Note Map</a>.
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* Columns can have icons.
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* Renaming columns is less intensive since it simply involves changing the note title of the target note instead of having to do a bulk rename.
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To do so:
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1. First, create a Kanban board from scratch and not a template:
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2. Assign `#viewType=board #hidePromotedAttributes` to emulate the default template.
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3. Set `#board:groupBy` to the name of a relation to group by, **including the** `**~**` **prefix** (e.g. `~status`).
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4. Optionally, use <a class="reference-link" href="../Advanced%20Usage/Attributes/Promoted%20Attributes.md">Promoted Attributes</a> for easy status change within the note:
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```
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#relation:status(inheritable)="promoted,alias=Status,single"
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```
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