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→Customize in Woodford
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* The minimum gap between tasks | * The minimum gap between tasks | ||
== | == Configure in Woodford == | ||
Administrators can use the [[Woodford]] tool for additional customization of the Schedule Board. You can set this up for each app project; select '''PIM > Scheduler''' from the '''Project''' menu. | Administrators can use the [[Woodford]] tool for additional customization of the Schedule Board. You can set this up for each app project; select '''PIM > Scheduler''' from the '''Project''' menu. | ||
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* Activity Types | * Activity Types | ||
* Activity Views | * Activity Views | ||
* Resource | |||
* Source | * Source | ||
* Source Views | * Source Views | ||
* | * Location | ||
* Time-offs and Holidays | * Time-offs and Holidays | ||
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The '''Activity''' tab provides two main things: | The '''Activity''' tab provides two main things: | ||
* | * Select which entity should serve as your '''Activity Entity'''. Depending on your business, this will often be the Appointment entity or the Workorder Schedule entity, but you can use other entities, as long as they include date/time fields for the start time and end time. | ||
* | * Optionally, set up an '''On Create''' rule that is executed when a new activity (task) entity is created based on the source entity (when source entity item is dragged from the list of source entities onto the timetable). See [[Rules editor]] for further information about rules. | ||
=== Activity types === | === Activity types === | ||
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* '''Box Radius''': Set up rounded corners for tasks. | * '''Box Radius''': Set up rounded corners for tasks. | ||
* The table allows you to customize actions (task behavior) and respective colors for individual activity entity states given by status field. | * The table allows you to customize actions (task behavior) and respective colors for individual activity entity states given by status field. | ||
=== Activity Views === | |||
Select one or more public views of the entity selected on the '''Activity''' tab should be available in the schedule board. You can also make one of the views the default. | |||
=== Resource === | |||
=== Source === | === Source === | ||