Schedule Board: Difference between revisions

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Configure the primary entities involved in scheduling:
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.
* 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 '''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.
* As the '''Target''' of '''Source Lookup Field''', select the entity of your sources; for example, Account or WorkOrder.


=== Activity Types ===
=== Activity Types ===

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