Structure of Visual Planning

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FORM CONFIGURATION

 

A form is configured in three stages:

  • 1) The form is created,
  • 2) The form’s headings are created,
  • 3) The form is assigned to a creation rule.

 

Creating a form

 

In the Settings menu > Click on Forms > Right-click on Form > Create Form.

form-creation

The corresponding part is then enabled:

formulaire-paramètres

Specify the form’s characteristics, then confirm by clicking on the Validate button.

It will subsequently be necessary to define this form’s headings.

The following characteristics must be entered:

 

Name

Give the form a name.

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

Note

Name of the form in french RESERVATIONS
Name of the form in english BOOKING
What is seen in a FR desktop RESERVATIONS
What is seen in a EN desktop BOOKING

Description

Give a description explaining the purpose of this form. This data is optional.

 

History

This indicates the date and time the form or its headings were created and most recently changed, together with the login of the user who performed these actions.

This property is updated automatically.

 

Single headings

A Counter type heading can be defined as a single heading in the form.

 

Mandatory headings

Choose the mandatory headings from the list of headings in the form. You must therefore define them after creating these headings.

Creating the form’s headings

 

The form’s headings are created in the same way as for the dimension headings.

create-heading

In the window that opens, type in the heading’s characteristics and click on the Validate button.

A form can have the following types of headings:

 

Assigning a form to a creation rule

After creating the form and its headings, you can assign it to a Creation rule.

To assign a form to a creation rule, you must modify its settings and choose the form in the list.

affectation-regle-creation

Modifying a form

 

To modify a form you may have to change the schedule’s architecture template.

Warning

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

Modifying the general characteristics of the form

The possible modifications are as follows:

 

  • Modifying the Name,

  • Modifying the Description,

  • Modifying the Mandatory headings,

  • Modifying the Single headings.

Modifying the form’s headings

The possible modifications are as follows:

 

  • Adding a heading,

  • Duplicating a heading,

  • Modifying a heading,

  • Deleting a heading.

Deleting a form

 

To delete a form you may have to change the schedule’s architecture template.

Warning

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

Warning: deletion of a dimension is definitive and deletes all this dimension’s resources and these resourcesevents.

To definitively delete a form, go to the Settings menu > Click on Forms > Right-click on the form > Delete.

delete-form

The following message appears:

delete-form-popup
Lastly, click on Yes to confirm deletion.
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