VPPORTAL: USING A KANBAN TEMPLATE
Viewing a Kanban
The Kanban serves to see events arranged by status, where each status is represented by a column.
Information on the events is displayed on each row representing an event.
The type of information displayed is determined by the configuration.
Several options are possible in a Kanban view.
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 button or on the button.
The events displayed can be filtered by carrying out a search.
In a Kanban view, searches can also be carried out individually in each status column.
To do so, click on the button.
- Filter the displayed events,
- Filter on the properties and headings displayed;
- Condition: Contains.
Headings and properties that are not visible in the schedule view are not taken into account to verify the filter condition.
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 button. In the window displayed, click on the button.
Creating an event
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 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:
The resources for the selected hierarchy’s mandatory dimensions must be chosen in the following screen:
Choice of dimension(s)
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.
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).
You can modify an event’s status by dragging an event from one status to another, if the permissions and workflows authorize this change of status.
Click on 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.
- Click on to duplicate the event if the option has been enabled (see Authorize duplication). The event editing window will appear.
- Click on to assign a resource to the event. The different resource assignment contexts previously created will be proposed:
Click on to delete the event. The following screen appears: