VPGO: CREATING A VPGO TEMPLATE

 

Creating a Diary template

 

Go to Settings > Configuration pane > Click on VPGO.

To create a VPGO Diary template, Right-click on VPGo templates > Create a Diary > Choose the dimension or click the add button button and choose the dimension.

The pane below is enabled:

vp7_en_vpgo_creation_agenda_parametres

Specify the characteristics (below) of the Diary template, then confirm by clicking OK.

 

Name

Give the template a name.

 

Description

Give the template a description. If a description is entered, it will appear in the tab header in VPGO.

 

History

This represents the creation date and time and the most recent change to the template, together with the login of the user who performed these actions.

This property is updated automatically.

 

Enabled

If this button is selected, the template is activated and made available to VPGO users.

 

Accessible offline

If this button is enabled, users can access the template in offline mode.

 

Image

This field is used to add an icon to represent the template in VPGO.

To add an icon, click on add button and choose an image in the window.

 

Background color

Choose a background color for the template tab in VPGO.

 

Authorize duplication

If this button is enabled, the duplication button is displayed when editing an event.

 

Events filters

Choose the filters that will be available in the template from the list of existing events filters.

 

Period

Choose the period when events are visible.

 

Identification data

Choose the event headings and/or attributes that will identify events.

This data will be displayed in the time bars.

 

Separator

Choose the character that separates identification details when the event is presented.

 

Icon

Choose the dimension that defines the icon in the event time bar.

 

Icon size

Choose the size of icons. This button is only enabled if a dimension has been chosen above.

 

Border colour

Choose the dimension that defines the event border color.

 

Background colour

Choose the dimension(s) that define(s) the event background color.

If several dimensions are selected, the event bar will show the dimension colours.

If only one dimension defines the background colour and it is shaded, it will also be visible in the time bar.

 

Number of rows per page

Define the maximum number of event lines that will appear on one page. If the value stays at -1 (the default value), all the lines will be displayed on one page.

 

Dimension filter

This filter defines the resources to which the template applies.

  • select an existing filter,
  • or create a custom filter specific to the template. To do this, select Customized.

 

    Choice of Dimensions

    If this button is enabled, it activates a drop-down menu containing the list of resources.

     

    Creation hierarchies

    Choose the event creation hierarchies. If no hierarchy is chosen, it will not be possible to create events in this template.

    The hierarchies available are the ones that allow an event to be created with the resources of the template dimension.

     

    Input editor

    Choose the event input editor.

    You can select:

    • The automatic editor: the appropriate editor appears based on the filters defined in the editor settings. If the event is included in a filter defined in an editor, this editor will be opened.
    • A specific editor: this editor will always open for all events in the context.

    Note

    In order to manage child events, you must select the automatic editor in order to display the editor suitable for modifying or creating events (see Managing child events).

    Display extra events

    Select the resource-type headings of the template dimension for which events should be displayed.

     

    Linked event filter

    Choose the events filters for the dependent resources selected above.

     

    You can:

    • to select an existing filter
    • or to create a custom filter specific to the template. To do this, select Customized.

    Creating a DASHBOARD template

     

    Go to Settings > Configuration pane > Click on VPGO.

    To create a Dashboard template, right-click on VPGo templates > Create a dashboard > Choose the dimension or click on the add button button and choose the dimension.

    The pane below is enabled:

    Specify the characteristics (below) of the template, then confirm by clicking OK.

     

    Name

    Give the template a name.

     

    Description

    Give the template a description. If a description is entered, it will appear in the tab header in VPGO.

     

    Enabled

    If this button is selected, the template is activated and made available to VPGO users.

     

    Content

    Used to indicate the different modules to display in the Dashboard.

    vp7_en_vpgo_creation_liste_evenements_parametres

    Creating an Events List template

     

    Go to Settings > Configuration pane > Click on VPGO.

    To create a VPGO events list, right-click on VPGO Templates > Create an Events List > Choose the dimension or click on the add button button and choose the dimension.

    The pane below is enabled:

    vp7_en_vpgo_creation_liste_evenements_parametres

    Specify the characteristics (below) of the Events list template, then confirm by clicking OK.

     

    Name

    Give the template a name.

     

    Description

    Give the template a description. If a description is entered, it will appear in the tab header in VPGO.

     

    History

    This represents the creation date and time and the most recent change to the template, together with the login of the user who performed these actions.

    This property is updated automatically.

     

    Enabled

    If this button is selected, the template is activated and made available to VPGO users.

     

    Accessible offline

    If this button is enabled, users can access the template in offline mode.

     

    Image

    This field is used to add an icon to represent the template in VPGO.

    To add an icon, click on add button and choose an image in the window.

     

    Background colour

    Choose a background colour for the template tab in VPGO.

     

    Authorize duplication

    If this button is enabled, the duplication button is displayed when editing an event.

     

    Events filters

    Choose the filters that will be available in the template from the list of existing events filters.

     

    Period

    Choose the period when events are visible.

     

    Auto Format text

    Select this button to display the names of VISUAL PLANNING attributes and entities.

     

    HTML descriptor

    This option is only available if the Auto Format Text button is disabled.

    Right-clicking brings up an HTML editor.

    vp7_en_vpgo_liste_evenements_editeur_html

    This makes it possible to create your own visuals for events:

    • By entering formatted or unformatted text,
    • By inserting images, tables and event attributes.

    Description data

    This option is only active if the Auto Format Text button is enabled.

    The data will be displayed in the tooltip.

    Select the headings and/or event attributes that will be used to describe events.

    The wording that will be displayed can be modified.

    vp7_en_vpgo_liste_evenements_donnees_description

    Group by heading

    Select the heading that will be used to group the data. The order can be ascending or descending.

     

    Sort by heading

    Select the heading that will be used to sort the data. The order can be ascending or descending.

     

    Icon

    Choose the dimension that defines the icon in the event time bar.

     

    Icon size

    Choose the size of icons. This button is only enabled if a dimension has been chosen above.

     

    Background colour

    Choose the dimension(s) that define(s) the event background colour.

    If several dimensions are selected, the event bar will show the dimension colours.

    If only one dimension defines the background colour and it is shaded, it will also be visible in the time bar.

     

    Number of rows per page

    Define the maximum number of event lines that will appear on one page. If the value stays at -1 (the default value), all the lines will be displayed on one page.

     

    Dimension filter

    This filter defines the resources to which the template applies.

    • select an existing filter
    • or create a custom filter specific to the template. To do this, select Customized.

    Choice of Dimensions

    If this button is enabled, it activates a drop-down menu containing the list of resources.

     

    Creation hierarchies

    Choose the event creation hierarchies. If no hierarchy is chosen, it will not be possible to create events in this template.

    The hierarchies available are the ones that allow an event to be created with the resources of the template dimension.

     

    Input editor

    Choose the event input editor.

    It is possible to select:

    • The automatic editor: the appropriate editor appears based on the filters defined in the editor settings. If the event is included in a filter defined in an editor, this editor will be opened.
    • A specific editor: this editor will always open for all events in the context.

    Note

    In order to manage child events, you must select the automatic editor to display the editor suitable for modifying or creating even (see Managing child events).

    Creating a Resources List template

     

    Go to Settings > Configuration pane > Click on VPGO.

    To create a VPGO resources list, right-click on VPGO Templates > Create a Resources List > Choose the dimension or click on the add button button and choose the dimension.

    The pane below is enabled:

    vp7_en_vpgo_listes_ressources_parametres

    Specify the characteristics (below) of the Resources list template, then click OK to confirm.

     

    Name

    Give the template a name.

     

    Description

    Give the template a description. If a description is entered, it will appear in the tab header in VPGO.

     

    History

    This represents the creation date and time and the most recent change to the template, together with the login of the user who performed these actions.

    This property is updated automatically.

     

    Enabled

    If this button is selected, the template is activated and made available to VPGO users.

     

    Accessible offline

    If this button is enabled, users can access the template in offline mode.

     

    Image

    This field is used to add an icon to represent the template in VPGO.

    To add an icon, click on add button and choose an image in the window.

     

    Background color

    Choose a background color for the template tab in VPGO.

     

    Auto Format text

    Select this button to display the names of VISUAL PLANNING attributes and entities.

     

    HTML descriptor

    This option is only available if the Auto Format Text button is disabled.

    Right-clicking brings up an HTML editor.

    vp7_en_vpgo_liste_evenements_editeur_html

    This makes it possible to create your own visuals for events:

    • By entering formatted or unformatted text,
    • By inserting images, tables and event attributes.

    Description data

    This option is only active if the Auto Format Text button is enabled.

    The data will be displayed in the tooltip.

    Select the headings and/or event attributes that will be used to describe events.

    The wording that will be displayed can be modified.

    vp7_en_vpgo_liste_ressources_donnees_description

    Group by heading

    Select the heading that will be used to group the data. The order can be ascending or descending.

     

    Sort by heading

    Select the heading that will be used to sort the data. The order can be ascending or descending.

     

    Display icon

    Enable this button to display the icon of the resources.

     

    Icon size

    Choose the size of icons. This option is only enabled if the Display icon option is enabled.

     

    Row colour

    The colour of the resource row can be selected by choosing the resource colour or the colour of one of the calculated headings with thresholds for the resource.

    The colour will appear in the resource editing field (to the left of the resource line).

     

    Number of rows per page

    Define the maximum number of lines that will appear on one page.

     

    Dimension filter

    Choose the filters that will be available in the template from the list of existing resource filters.

     

    Creation input editor

    Choose the input editor used when creating resources.

     

    Input editor

    Choose the input editor used when editing resources.

    You can select:

    • The automatic editor: the appropriate editor is displayed based on the filters defined in the editor settings. If the resource is included in a filter defined in an editor, this editor will be opened.

    • A specific editor: this editor will always open for all resources in the context.

    Caution

    In order to manage child events, you must select the automatic editor to display the editor suitable for modifying or creating events (see Managing child events).

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