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→Configure in Woodford
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=== 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. | 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 ('''Initial View'''). | ||
=== Source === | === Source === | ||
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** Visit frequency: Set how many visits are allowed in a period of time, for example, 3 per month. | ** Visit frequency: Set how many visits are allowed in a period of time, for example, 3 per month. | ||
** Min. days between visits: Set how many days must pass before you can schedule another activity for the source. | ** Min. days between visits: Set how many days must pass before you can schedule another activity for the source. | ||
=== Source Views === | |||
Select one or more public views of the entity selected as '''Source 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 ('''Initial View'''). | |||
=== Location === | === Location === | ||
Use '''Location | Use '''Location Fields''' to select address fields for your task or work order entity. These can be either on the entity itself or on a related entity (e.g. account or contact). | ||
=== Time-offs and holidays === | === Time-offs and holidays === | ||
'''Time Offs & Holidays''' allows you to track when your resources are unavailable for work. | |||
* Time offs allow you to track personal time offs, such as sick leave or vacation. | |||
* Holidays apply to all resources. | |||
Set which entities and fields contain the information about resource unavailability, and which colors should be used in the schedule board to display this information. | |||
=== Properties === | |||
If you want your schedule board to reload data periodically from the server, you can enable '''Auto Refresh''' and enter the refresh interval in seconds. | |||
Automatic reload functions if you are using the schedule board in a web browser, but also in the mobile app, as long as they are in online mode. | |||
=== Business logic === | === Business logic === | ||
In addition to the tabs with settings, you can configure business logic in the toolbar. Schedule Board supports two types of rules: | In addition to the tabs with settings, you can configure business logic in the toolbar. Schedule Board supports two types of rules: | ||
* The '''On Create''' rule triggers 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). | * The '''On Create''' rule triggers when a new activity (task) entity is created based on the source entity (when the source entity item is dragged from the list of source entities onto the timetable). | ||
* The '''On Change''' rule triggers when a task is rescheduled. The event is triggered when you drag a task to a different time/resource, when you modify the time or resource on the task properties, or even when you use the auto-scheduling function. Note: When you drag a task to a different resource and time, the rule is actually executed three times: once for start date, end date, and resource. | * The '''On Change''' rule triggers when a task is rescheduled. The event is triggered when you drag a task to a different time/resource, when you modify the time or resource on the task properties, or even when you use the auto-scheduling function. Note: When you drag a task to a different resource and time, the rule is actually executed three times: once for start date, end date, and resource. | ||