Schedule Board: Difference between revisions

Schedule Board (view source)

348 bytes added , 20 June 2022

10,730

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 === Resource ===
-Define how your resource entity is linked to the Skill and Territory entities. The lookup field can be either directly on the resource entity or via an intersect entity.
+In the '''Data mapping''' section, define how your resource entity is linked to the Skill and Territory entities. The lookup field can be either directly on the resource entity or via an intersect entity.
-Also, 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''').
+In the '''Location''' section, select where the resource location is defined. It can be either part of the resource entity or taken from a linked parent entity.
+In the '''Filtering''' section, define the criteria for filtering resources when a source is selected. You can only show records with matching skill, territory, or within the maximum distance.
+In the '''Entity views''' section, select one or more public views of the resource entity that should be available on the schedule board. You can also make one of the views the default ('''Initial View''').
 === Source ===