Scheduler

The Scheduler portlet is a tool for planning and managing tasks, resources, and workflows. It provides a timeline or calendar view to schedule and track activities efficiently. Features include drag-and-drop functionality.

General

General data is required for all portlets, see General.

Advanced settings

• Read-only: Toggle if the scheduler should be read-only, meaning tasks cannot be moved or resized.

• Views: Select the time views available to the end user.

• Default view: Choose the default view for the end user.

• Slots count: Specifies the number of slots displayed within each time interval.

• Interval (in minutes): Defines the time interval used in the scheduler.

• Start day of the week: Sets the start day of the week for the user.

• Work start time: Specifies the time work begins.

• Work end time: Specifies the time work ends.

• Resource column alignment: Configures the resource column text alignment to left, center, or right.

Events

To set up an event, see Events.

Data

To set up a data source, see Data.

Data source columns

Click 'Execute' in the data source section to fetch the columns. Each column can be configured with the following settings:

Manage: The columns can be configured in a grid view for a better overview.

• Display name

• Manage as Select the column type. There are several column types to choose from, with 'Text' being the default:

  • Text: Used to display the column as a text field.

  • Number: Used for integer number fields.

  • Decimal: Used for numbers with decimals.

  • Date: Displays the column as a date without time.

  • Date & Time: Displays both date and time.

Tasks mapping

• Unique identifier: The ID of the task.

• Title: The title of the task.

• Start date: The start date of the task.

• End date: The end date of the task.

• Task color: The task color code, if set by the database

Resources

The scheduler portlet can be configured with resources. The resource configuration is optional.

Display tasks grouped by resources: Turn on the toggle if the scheduler results should be visually grouped by resource.

Add the data source for the resources; To set up a data source, see Data.

Resource mapping

• ID: The ID of the resource.

• Title: The name of the resource.

• Color: The resource color code, if set by the database.

• Task-Resource reference: Map the column from the task data source that defines the resource.

Interaction

Interaction is an action that can be performed in the portal and configured to run a specific app or component when the action is triggered.

When an interaction is performed, data is sent from the portal to the green start ring. Click Copy input definition to copy the input format to your clipboard, then paste it into the start ring. Input variables have default types; adjust the type (e.g., Number, Date) as needed to suit your requirements.

Known limitations in Agenda view

• Creating tasks via interaction is not supported.

• targetResourceIds is not included in drop interactions.

Create

New tasks can be created in the Scheduler either by double-clicking in a time slot or by focusing on a time slot and pressing Enter. Open the drop-down menu and connect the app or component that should start when the user performs a Create action.

This action will send OperationType = Create .

Double Click

Open the drop-down menu and connect the app or component that should start when the user performs a double-click action, such as double-clicking on a task in the scheduler. This can be used, for example, to edit data on the task.

This action will send OperationType = DoubleClick.

Resize

Tasks can be resized by grabbing the start or end of the task and dragging it earlier or later in the timeline. Open the drop-down menu and connect the app or component that should start when the user performs a resize action.

This action will send OperationType = Resize.

Drag and Drop

Open the drop-down menu and connect the app or component that should be initiated when the user performs a drag-and-drop action, such as dragging and dropping a task to a different timeslot or resource.

This action will send OperationType = DragAndDrop.

Custom button

See Custom button.

Tooltip

Show Tooltip

If unchecked, no tooltip will be displayed when hovering over a task. When checked, the data specified in the HTML will be shown in the tooltip.

Edit HTML

Configure the desired tooltip data using HTML to define the layout, and use curly brackets to specify the variables to be shown. Only plain HTML is allowed; style or script elements are forbidden.

Icons

Add rules to define icons to be shown on the tasks.

Click Add to add a new rule.

• Background: The icon to be used as the single or background icon.

• Foreground: The icon to be used as the foreground icon

• Field: The data on which the condition should be based.

• Operator: Select the required operator.

• Value: The value needed to meet the condition, depending on the operator.

Style

To configure style, see Style.