VISUAL PLANNING 5.3 DOCUMENTATION

Events Input Editor

DEFINITION

The Events Editor allows to create or modify the events according to a single and customized layout.

SETTINGS

The setting access is restricted to the users identified as « administrators ».

The way to define a user as an administrator is done in the ADMIN CENTER, menu Planning > Right-Click on the planning > Modify > Administrators users (c.f. Definition of administrators).

Default model

A default input editor model exists. This model is used when any other model corresponds to the selected event.

To see this model, go to the Global settings panel > Input editors > Events input editors > Default.

The lower part of the panel is then opened:

The only modification that can be done on this model concerns the check box Always available. If it is unchecked, this model will be hidden.

Do not uncheck this box until you have finished the settings of your application.

Create an events input editor

In the panel Global settings, right click on Input editors > Events input editor > Add a new Input Editor:

The following windows appears:

It is necessary to specify the following features, then click on OK to save the settings of the events editor.

It is also possible to create an Events Input Editor by Settings > Configuration block. (cf. Menu Bar)

This features are:

Name

The text field Name must be filled. It gives a name to the Events Input Editor.

Description

The text field Description is optional. It gives a description of the Events Input Editor.

History

It is the date and the hour of the last modification of the editor of events. It shows also the login of the user who has done the last modification.

This feature is modified automatically.

Actived

This checkbox determine if the editor of events is activated or not.

It is necessary to leave this box unchecked if we want to unable the Events Input Editor temporally.

Event's filter

The list allows to filter the events which would be related to the Events Input Editor.

(cf. Events Filter)

Editor

To acces to the editor and set the settings, click on the right part of the line Editor:

The following window appears:

The next step is to build the editor using different objects to perform or just to see the characteristics of the event.

These objects are:

Event's values

The possible values are the available informations in an edition window of an event.

Select the items among the attributes:

  • Start date,
  • End date,
  • Load (in hours),

These features are modifiable. (cf. Use)

Resources headings

These values ​​are simply visual and used only for informational purposes. It is not possible to modify them. They correspond to different values ​​of the items of the dimensions. Select the items among the existing headings.

These features are modifiable. (cf. Use)

Label

It is possible to insert texts in the editor.

These features are modifiable. (cf. Use)

Children events list

It is possible to insert an events view which allows to see the children events of the selected event.

Only the children of the immediate lower hierarchy level appear.

Objects alignement

It is possible to align with one click all the values ​​added. Once they have been selected it is possible to make alignments.

To do so, select the objects to align and do the alignement with the following block:

  • Left alignment: The fields are placed at the same height as the one which is the most left.
  • Top alignment: The fields are placed at the same height as the one which is the most top.
  • Right alignment: The fields are placed at the same height as the one which which is most right.
  • Bottom alignment: The fields are placed at the same height as the one which is the most down.
  • Vertical alignment: The fields are placed vertically and centered.
  • Horizontal alignement : The fileds are placed horizontally and centered.
New name

The objects can be renamed, in order to stick closer to the business terminology. To do so, double-click on the object and seize the new name in the window that appears.

Delete an object

To delete an object, select it and click on the button.

selection of several heading

it is possible to select multiple heading, with selecting the first and last fields with pressing shifrt

Context Menu

It is also possible to add components with a context menu (right click), the position of the mouse cursor set the upper left corner of the added component. component

when choosing the components of the event properties or items to add to the entry editor, there is a possibility to select multiple items in one fell swoop by clicking select attributes

By clicking Select attributes, the following window opens:

Modify an events input editor

Go to the Global settings panel > right-click on Events Input editors > choose the right editor. The following window appears:

Modify the characteristics and click on the OK button to validate the modifications.

cf. Create an events input editor.

Delete an events input editor

To delete an events input editor, go to the Global Settings panel > Events input editors > Right-Click on the editor > Delete.

Assign to an event creation rule

The event creation rule can define the editor which opens every time that an event is created. To do so, precise into the event creation rule which editor must be used.

cf. Creation rule

USE

Opening an editor

Using an editor is very simple.

When right-clicking on an event or a group of events, the menu contextuel permits:

  • If only one model corresponds, it will be set by the right-click on the event > modify;
  • If two or more models correspond, select the right model by the right-click on the event > modify.

Example:

Printing

It is possible to print an event using an events input editor.

To do this, right click on the event > Print > Preview

Print/export
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