CONFIGURATION

Creating a heading

In the General Settings pane:

  • Right-click on a dimension > Create Heading > Choice of type,

  • Right-click on a form > Create Heading > Choice of type,

The corresponding part then opens:

Specify the characteristics of the heading, then confirm by clicking on the Validate button.

A Boolean heading has the following characteristics:

Name

Give this heading a name.

Description

Give the heading a description. The description is optional.

Default value

The heading requires a default value. It will be used to create a new resource (in the case of a resource heading) or an event (in the case of the form heading).

Forbid default value

Check the Forbid default value box to force the user to enter data in the field and not leave the default value.

AutoFilter

Check this box to define the heading as being subject to automatic filtering. This function is not accessible in the case of a form heading.

Modifying a heading

To modify a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

To modify a heading, select the heading in the General Settings pane. The corresponding part of the window is then enabled.

Modify the characteristics (see Creating a Boolean heading), then click on the Validate button.

If you do not want the modification to take effect, you must click on the Redo button.

Deleting a heading.

To delete a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

Deletion of a heading is definitive.

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