Schedule Board: Difference between revisions

Schedule Board (view source)

281 bytes removed , 1 April 2021

→‎Activity: moving info about rules to a separate subchapter

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 * 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 ===