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Schedulers

Introduction to Schedulers​

Universal GUI

A Scheduler can be used to visualize appointments or tasks on a timeline.

note

For Windows GUI and Web GUI, a Scheduler can only be created with an object model extender.

For Universal GUI, see also Scheduler.

scheduler example An example of a Scheduler in an end application

Available features in a Scheduler​

Universal GUI

Drag & drop is allowed in the Scheduler. The start- and end date of a row can be changed manually, and by dragging the resource horizontally. If the subject is a view, this could require an instead-of update trigger. Dragging an activity to another resource will update the Group Until column to the target value. Note that, since the translation of lookups is not yet supported, you might have to translate this back to a correct foreign key value using an instead-of update trigger.

Zoom in or out to another timescale. This can provide a better overview. The Scheduler component remembers the timescale the user selected: When reopening the Scheduler window, the last timescale chosen is displayed. This preference is saved in the browser (for example, Google Chrome on your device) but is not persisted across browsers or devices.

Not yet available:

  • Double-click events, for instance, tasks or appointments.
  • Double-click time cells.
  • Drag & drop an external row, for instance, from a grid.

Set up a scheduler​

Universal GUI

To show a Scheduler in your end product, a table or variant needs a screen type with a Scheduler component. See Scheduler component.

To set up a Scheduler for a table or variant:

menu User interface > Schedulers > tab Tables

  1. Select the table or variant to which you want to add a Scheduler.
  2. If you already configured one or more Scheduler views, you can select one in the field Default view. For more information, see Add Scheduler views.
  3. Specify Resource grouping to determine how the resources are grouped in the Scheduler. Select one of the following options:
    • Single column: uses one resource grouping column. Define the column:
      • Group by column: select the column that should be used to represent the resource on the Scheduler. Rows with the same value in the Group by column will be grouped together in the same resource row in the Scheduler.
    • Hierarchy: allows resources to be grouped hierarchically in a tree, with resources underneath other resources. Use this, for example, to show an organizational hierarchy with employees and their managers.
      • Group by column: select the column that should be used to represent the resource on the Scheduler. Rows with the same value in the Group by column will be grouped together in the same resource row in the Scheduler.
      • Parent group by column: select the parent column.
      • Default expanded: determines if the hierarchy is expanded by default. You can set the level to which the tree should expand by entering a value in the field Level.
  4. Specify the Activity linked columns:
    • Title column: contains the title for the activity.
    • Tooltip column: contains the tooltip for the activity.
    • Start date column: contains the start date for the activity.
    • End date column: contains the end date for the activity.
    • The activity color can be set with a conditional layout in the Activity title column.
    • You can add resources that do not yet have an activity by including a row in the subject with an empty start- and end date.
  5. Specify the Drag-drop permissions:
    • Allow date dragging: Allows the activity to be dragged to another date for the same resource.
    • Allow resource dragging: Allows the activity to be dragged to another resource for the same date.
  6. Add Scheduler views and timescales.

A Scheduler starts in the current month.

Scheduler settings Set up a scheduler for a table or variant

Add Scheduler views and timescales​

Universal GUI

The Scheduler views determine how the Scheduler is displayed in your end product. It is possible to add multiple timescales.

menu User Interface > Schedulers > tab Tables > tab Scheduler views

or

menu User Interface > Subjects > tab Components > tab Scheduler > tab Scheduler views

  1. Enter a Sequence no. If no default is selected, the first Scheduler view according to its Sequence no will be shown as the default instead. The other available Scheduler views can be selected by the user in your end application.
  2. Clear the Show scheduler view box if this Scheduler view should not be available for this table or variant.
  3. Configure the settings for the Scheduler view:
    • Sliding pagination - The UI uses the top timescale to determine the pagination. If sliding pagination is disabled, the view will cover the entire period of the highest timescale (for example, a complete calendar year from January to December). If sliding pagination is enabled, a sliding window will focus on the current date and time (for example, from this summer to the next summer).
      Note that when sliding pagination is enabled and the top timescale is set to 'Year', the Scheduler view starts a month in the past. This ensures that you do not overlook events that started earlier.
    • Labels for lowest timescale: Determines whether the lowest timescales will be labeled. If selected, the cells of the timeline will be split according to the lowest timescale interval. This allows for a more fine-grained display of the timeline and more precision when dragging and dropping activities. For example, every hour interval could be split into 30-minute intervals. If deselected, instead of every 30-minute segment, only the hours will be labeled and each hour will contain two segments denoting the 30-minute intervals.
  4. Configure one or more timescales. You can select an existing Scheduler as default in the Scheduler tab.
    • The highest timescale will be used as the Scheduler's scale.
    • The lowest timescale will be used for the Scheduler's cells.
    • The lowest timescale and any other available timescales will become Scheduler headers.
    • The highest two headers are combined when relevant to save space, for example, by placing the year after the month.
    • Intervals higher than 1 will be denoted in a way that indicates the duration, e.g. "1 AM - 12 AM".

Example​

If you customize one year, one month, and one day as timescales:

  • Your Scheduler will scale across a year.
  • Each cell will be a single day.
  • A header will show the day and month.

Scheduler views Scheduler views and timescales

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