Structure of Visual Planning

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Event summary type heading

This is a dimension or form type of heading.

The Summary type is a multi-line text heading used to group certain information from the events of a given dimension using, in addition to the entities of the events, the headings of the dimension or form concerned.

CONFIGURATION

 

Creating a heading

In the Settings menu:

 

  • Click on Dimensions > Right-click on a dimension > Create Heading > Choose the type,

  • Click on Forms > Right-click on a form > Create Heading > Choose the type.

creation-rubrique

The corresponding part then opens:

resume-evenement

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

An Event summary heading has the following characteristics:

Name

Give this heading a name.

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this heading in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

Note

Name of the heading in french Résumé
Name of the heading in english Summary
What is seen in a FR desktop Résumé
What is seen in a EN desktop Summary

Description

Give the heading a description. This data is optional.

 

Template

This field is used to define the entities that will be concatenated to build the character string useful for identifying each event. Click on […] to define the template.

event-summary-pattern

Select the headings of the dimension or the entities of the event that will be used to build the text. You can insert free text between them.

Modifying a heading

To modify a heading you must change the schedule’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 Settings menu. The corresponding part of the window is then enabled.

Modify the characteristics then click on the OK button.

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

 

Deleting a heading

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

Warning

Deletion of a heading is definitive.

USE

 

Viewing

This type of heading is viewed like all the headings:

Example

Table 25.1. Example of events with the status

Definition of the template

Results

From &[Event-Start date] to &[Event-End date] to status &[STATUTS-Name]

From 23/09/2019 09:00 to 27/09/2019 18:00 to status Validated

From 14/10/2019 09:00 to 15/10/2019 18:00 to status Requested

From 21/10/2019 09:00 to 23/10/2019 18:00 to status Requested

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