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→Configure in Woodford
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=== Activity === | === Activity === | ||
Configure the primary entities involved in scheduling: | |||
* 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. | * 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. | * As the '''Target''' of '''Resource Lookup Field''', select the entity of your resources. This can be for example the User entity or a dedicated Resource entity. | ||
* As the '''Target''' of '''Source Lookup Field''', select the entity of your sources; for example WorkOrder or Account. | |||
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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=== Activity Views === | === 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. | Select one or more public views of the entity selected as '''Activity Entity''' on the '''Activity''' tab that should be available in the schedule board. You can also make one of the views the default. | ||
=== Resource === | === Resource === | ||
Select one or more public views of the entity selected as '''Resource Lookup Field''''s '''Target''' on the '''Activity''' tab that should be available in the schedule board. You can also make one of the views the default. | |||
=== Source === | === Source === | ||