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→Activity: adding a few more details about the parameters
(→Activity: adding a few more details about the parameters) |
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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 '''Status Field''', choose the field that defines the status of the activity. On the [[Schedule_Board#Activity_Types|next tab]], you see the list of available states and you can set up how each status should be displayed. | |||
Configure time fields | |||
* '''Scheduled Start Field''' and '''Scheduled End Field''' are mandatory fields for the activity date and time. | |||
* '''Incoming Travel Duration''' and '''Outgoing Travel Duration''' are optional fields used if you want to plan travel time. These are also displayed on the timetable. | |||
* '''Actual Start Field''' and '''Actual End Field''' are optional fields for tracking exact arrival and departure times. | |||
Configure links to resource and source entities | |||
* 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, Account or WorkOrder. | * As the '''Target''' of '''Source Lookup Field''', select the entity of your sources; for example, Account or WorkOrder. | ||