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Kanban Options - Advanced
If you do not want to manually add elements to a Kanban diagram, you can use the 'Advanced' page to set up either Package searches or SQL searches to automatically fill the diagram. It is not possible to use both a Package search and a custom SQL search at the same time; if both are specified, the Package search is ignored.

The dialog automatically opens at the 'Package' tab. If you want to create a SQL Search, click on the 'Custom SQL' tab.
Access
Ribbon |
Construct > Resource Management > Kanban > (options to generate and/or open a Kanban diagram) or Start > Personal > My Kanban (displays personal default Kanban diagram) Then Design > Diagram > Manage > Kanban > Advanced (on an open Kanban diagram) |
Context Menu |
In the Browser window, click on the diagram name | Kanban > Advanced, or On a Kanban diagram, either:
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Kanban Options - Advanced
To fill a diagram based on a Package, simply click on the
and the 'Add Package' option, then select the required Package or Packages from the 'Select a Package' browser.If you want to include elements from child Packages, select the 'Include Child Packages' checkbox against each Package in the list. Click on the
. This will automatically add elements, based on the search. The search is additive (unless 'Synch with search' is selected) and will only add elements not currently on the diagram. You can refine the Package search by creating it on the 'Filters' page and adding filters (see the Kanban Diagram Options - Filters Help topic).To fill the diagram from the results of a custom SQL search, click on the 'Custom SQL' tab and type or paste the appropriate SQL. In order for the diagram to be filled, you must include in the SQL Select statement:
Object_ID as Element_ID
For example:
Select Object_ID as Element_ID From t_object Where Object_Type = 'Requirement'
Option |
Action |
See also |
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Add |
On the 'Package' tab, if you are using a search or filter (from the 'Filters' page of the dialog) you must define a Package or Packages for the search or filter to work on. You do this by clicking the and choosing either 'Add Package' to browse to a selected Package, or 'Search Model' to search or filter from all elements in the current model. |
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Remove |
If you want to clear a Package from the list (or the whole-model selection) click on the item line and click on this button. |
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Include Child Packages |
If you have selected a Package with a child structure, select this checkbox to also include the elements from the structure in the Kanban diagram, or clear the checkbox to include elements from the selected Package only. |
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Auto fill |
When you select this option, the search configured for the Kanban diagram will automatically run whenever the diagram is opened or reloaded. |
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Synch with search |
Selecting this option will synchronize the diagram with the current search when it is run. That is:
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Run Search |
When you have set up either a Package search or a custom SQL search, click on the to fill the diagram. All elements found by the SQL search are added to the diagram. If you have not applied a filter to a Package Search, all elements from the selected Packages are added to the diagram. If you have used a filter, only those elements that meet the filter criteria are added. A 'Progress' dialog displays during the search. If the search is taking a long time or is finding too many elements, click on the ; any objects already added to the diagram are removed. |