VPPORTAL: USING AN EVENTS LIST TEMPLATE

 

The list of events shows the events in the form of a list.

Each event is identified by the characteristics described during the configuration.

When the events list is displayed, more detailed information can be viewed for each event by clicking on the line, then clicking on the portal7_fr_bouton_edition button.

 

Table mode

In Table mode, if the dimensions displayed are identification headings, the color of each resource will be shown.

vpportal_event_list_table_mode

Details mode

In Details mode, you can keep the following formats:

 

  • Auto Format text:

vpportal_event_list_details_auto_mode
  • Custom format:
vpportal_event_list_detail_custom_mode

Events filters

If events filters have been selected in the “Events filter” field during configuration, they will appear in a pull-down list enabling you to filter the events displayed in the schedule.

To do so, click on the visual planning 8 vpportal settings button button or directly in the header of the view.

vpportal_event_filter

Resources filters

If the “Choice of Dimensions” box was checked during configuration, events can be filtered by only displaying events from the resource selected in the pull-down list.

The drop-down list of resources is accessible by clicking on the visual planning 8 vpportal settings button button or directly on the header of the view by clicking on the vpportal_resource_list_button button.

vpportal_resource_filter

Search

The events displayed can be filtered by carrying out a search.

To do so, click on the visual planning 8 vpportal settings button button.

Filtering can:

  • Filter the displayed events,
  • Filter on the properties and headings displayed;
  • Condition: Contains.
vpportal_search

Important

Headings and properties that are not visible in the diary are not taken into account to verify the filter condition.

Go forwards or back in the event list

On the bar at the bottom of the view, the arrows to the left of the bar are used to move forwards or back page by page to display the previous or next list of events.

vpportal_list_back_forward

Tree mode

If a heading was selected as a grouping heading during configuration, the events will be grouped according to this heading.

 

Resetting the display of a context

If the current display has been activated, you can reset the display to how it was set up in the configuration.

To do so, click on the visual planning 8 vpportal settings button button. In the window displayed, click on the vpportal_resetting_button button.

 

Print an Events list template

It is possible to print an event list context or an associated sub-context.

To do so, click on the visual planning 8 vpportal settings button button. In the window displayed, click on the vpportal_print_button button.

A new preview window will open in order to validate the printing.

Creating an event

Warning

It will only be possible to create an event if at least one hierarchy was selected during configuration.

To create an event:

  • Click on the portal7_fr_bouton_ajouter button;
  • or Select the start and end date of the event to be created on the schedule,
  • or Drag and drop a resource of a sub-context on the schedule.

If several creation hierarchies are possible, choose one of them in the following window:

vpportal_create_event_hierarchy_choose

The resources for the selected hierarchy’s mandatory dimensions must be chosen in the following screen:

 

  • Choice of dimension(s)

vpportal_create_event_select_dimension

Click on Cancel to cancel the creation of the event.

Click on OK to continue creating the event. Enter the event’s properties in the next screen:

 

  • Choice of the event’s headings and attributes which will be displayed when editing the event.

vpportal_create_event_editor

Then:

 

  • Click OK to confirm the creation of the event,

  • or click Cancel to cancel it.

Manipulating an event

 

Clicking on an event brings up a pop-up menu. Select the appropriate action from among the proposed options (if you have the required permissions).

  • Click on portal7_fr_bouton_edition to edit the event. The appropriate editing window is displayed. (See Input editors).

    The data displayed for an event can be edited if you have the required permissions.

    For a given dimension, resources can be modified if the Dimension entity is displayed in the event.

vpportal_create_event_editor
  • Click on vpportal_repeat_button to repeat the event if the option has been enabled. The horizontal repeat editing window appears:

vpportal_repeat_horizontal

Enter the parameters for the event repetion.

  • Click on vpportal_duplicate_button to duplicate the event if the option has been enabled (see Authorize duplication). The event editing window will appear.
vpportal_create_event_editor
  • Click on vpportal_assign_button to assign a resource to the event. The different resource assignment contexts previously created will be proposed:
vpportal_assignement_resource

The corresponding assignment window will be displayed. Select the desired resource and click on OK.

vpportal_assign_resource
  • Click on portal7_fr_bouton_supprimer to delete the event. The following screen appears:

vpportal_delete_event
Click on Confirm to confirm the deletion, or Cancel to cancel the deletion,

The case of sub-contexts

If a sub-context has been set up, it is possible to drag & drop an event from the Event List template to a resource in the sub-context without pressing the CTRL key.

The sub-context resource will be assigned to the event without the event edit window opening.

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