Resource Scheduling
DayBackOnline.Resources History
Hide minor edits - Show changes to output
February 03, 2018, at 01:55 AM
by - Added #Folders and info on using resource folders
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[[#Folders]]
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Folders can be created to help organize your resources into groups.
Create a new folder using the "New Folder +" button and give it a name. You can then select a folder that a resource belongs to when editing or creating the resource.
Folders will show in the Resource Filters section and can be collapsed (closed) or expanded (opened) by clicking the arrow to the left of the folder name.
You can select or de-select an entire folder of resources by clicking on the folder itself.
Finally, you can rename a folder by clicking the gear icon to the right of the folder name.
Create a new folder using the "New Folder +" button and give it a name. You can then select a folder that a resource belongs to when editing or creating the resource.
Folders will show in the Resource Filters section and can be collapsed (closed) or expanded (opened) by clicking the arrow to the left of the folder name.
You can select or de-select an entire folder of resources by clicking on the folder itself.
Finally, you can rename a folder by clicking the gear icon to the right of the folder name.
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!! [[#Defaults]]Default Resources for New Events
Coming soon
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DayBack requires the field you've mapped to "Resource" be the '''name''' of your resource, but if you're using IDs as well you can set up your ID field to lookup the resource's ID based on the named entered in the field you've mapped to "Resource".
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DayBack requires the field you've mapped to "Resource" be the '''name''' of your resource, but if you're using IDs as well you can set up your ID field to lookup the resource's ID based on the named entered in the field you've mapped to "Resource".
!! [[#Defaults]]Default Resources for New Events
Coming soon
!! [[#Defaults]]Default Resources for New Events
Coming soon
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This script looks for a value list named "Resources" and will use the contents of that list
Note that they'll appear on the calendar in
When you [[integration | integrated the calendar into your file]] you should have mapped a field in your events table to our "resource" on the Resources tab of your Source No 1 layout. On this layout you can pick any field from your events table to represent your "resource": be it a staff member, a piece of equipment, a room-- as long as it is depicted by a field in your events table
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Yes. The list of possible resources is maintained on the Filters tab of DayBack online where you can create and rename resources. (''You'll soon be able to rearrange their order as well.'')
%newwin, width=500% [[https://www.seedcode.com/rootimages/stikipad/daybackonline/resourceedit.jpg | https://www.seedcode.com/rootimages/stikipad/daybackonline/resourceedit.jpg]]
This is slightly different from DayBack for FileMaker where the resources are pulled from a value list in your FileMaker file: here the "value list" is maintained in DayBack Online.
When you [[integration | mapped your fields]] you specified a field in your events table to use for resources: when the value in that field matches a value in this resources list, DayBack will draw the event in that resources column.
%newwin, width=500% [[https://www.seedcode.com/rootimages/stikipad/daybackonline/resourceedit.jpg | https://www.seedcode.com/rootimages/stikipad/daybackonline/resourceedit.jpg]]
This is slightly different from DayBack for FileMaker where the resources are pulled from a value list in your FileMaker file: here the "value list" is maintained in DayBack Online.
When you [[integration | mapped your fields]] you specified a field in your events table to use for resources: when the value in that field matches a value in this resources list, DayBack will draw the event in that resources column.
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When trying to view a lot of resource columns it could be helpful to show abbreviated resources names. We refer to these as "Resource Short Names". You can add and edit these short names in the "Load Resources" script. Just edit the "$$sc_ResourceShortNames" variable to include a return delimited list of your abbreviated names. Please note that the order of the list is important and must match the same order as your resource list.
!! Changing the value list of resources.
After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.
!! Changing the value list of resources.
After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.
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When trying to view a lot of resource columns it can be helpful to show abbreviated resources names. So when you elect to show more than twenty resource columns at a time, DayBack will display the resource's abbreviation instead of it's whole name.
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This is also a great overview of resource scheduling in general.
(:youtube AmUrKedqOLo width=500:)
Here
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''We'll be introducing features to group your resources into folders which should make scheduling large numbers of resources '''much''' easier.''
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The resources tab in the upper right of DayBack offers a couple options for the views shown above, including the option to scan across multiple days at once. This is very useful for balancing your workload. Here is a quick demo:
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Simply shift-click when selecting resources for an event to associate more than one resource with the event. In your resources field these multiple resources will be written as a return separated list.
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Simply shift-click when selecting resources for an event to associate more than one resource with the event. In your resources field these multiple resources will be written as a return separated list in your FileMaker table's resource field.
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No problem. The calendar considers its resources from within the variable "$$sc_ResourceList" so all you have to do is populate that variable with the resource names from your table: this is probably most easily done using the List() function from a layout that has a relationship to all your resources.
If you'd like to use this method to assign your resources into the $$sc_ResourceList variable, do so by editing the script "Load Resources" and include something like this:
-> Go to Layout [Some layout with a relationship to all your resources.]
-> Set Variable [$$sc_ResourceList ; List ( Relationship::ResourceName )]
-> Go to Layout [original layout]
Note that you could also loop through your resource records instead of using List(). In either case, be sure to either sort your relationship (if using List) or sort your resource records (if looping) as resources will be displayed in the order they appear in $$sc_ResourceList.
You can also populate the $$sc_ResourceList variable with a SQL statement. One advantage of this is that you don't need to leave your current layout; another is that your SQL statement can include the sort order in it. If you're not used to writing SQL queries, feel free to use our (free) %newwin% [[https://www.seedcode.com/cp-app/ste_cat/sqlxfree | SQL explorer]] to help you write the query.
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DayBack requires the name of your resource, but if you're using IDs as well you can modify the "Create Edit Delete Event.." script to add the Resource's ID into your own field (looking it up based on the name) when DayBack edits the event. Note that you don't need to keep up the abstraction used in this script once you've integrated this with your own files (ie you don't have to Set Field By Name): you know which field is used for your resource ID so just set that field.
Though you may want to wrap your SetField in an IF that only sets this field when you're working with that particular [[multiple sources | source]]. =)
Though you may want to wrap your SetField in an IF that only sets this field when you're working with that particular [[multiple sources | source]]. =)
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DayBack requires the field you've mapped to "Resource" be the '''name''' of your resource, but if you're using IDs as well you can set up your ID field to lookup the resource's ID based on the named entered in the field you've mapped to "Resource".
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Here's a nice article on a similar technique: %newwin% [[https://www.seedcode.com/custom-sidebar-for-dayback/ | custom sidebars for DayBack calendar]].
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If you like the default "none" resource column, here is how to add that to your copy of DayBack: [[None Column | adding "none"]].
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After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.<a name="LargeNumbers"></a>
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After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.
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%center% (Multi-day resource view]] showing 7 resources over 3 days.)
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%center% (Multi-day resource view showing 7 resources over 3 days.)
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(:youtube cDQr2G8qcsU width=500:)
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(:youtube EVObC3oTU5M width=500:)
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!! Multi-Day Resource Scheduling
Added to DayBack via an in-app update, this feature lets you scan across your resource columns on multiple days at once. Very useful for balancing your workload. Here is a quick demo:
(:youtube cDQr2G8qcsU width=500:)
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%center% (%newwin%[[https://www.youtube.com/watch?v=cDQr2G8qcsU| Multi-day resource view]] showing 7 resources over 3 days.)
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%center% (Multi-day resource view]] showing 7 resources over 3 days.)
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%center% (%newwin% [[https://www.youtube.com/watch?v=cDQr2G8qcsU| Multi-day resource view]] showing 7 resources over 3 days.)
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%center% (%newwin%[[https://www.youtube.com/watch?v=cDQr2G8qcsU| Multi-day resource view]] showing 7 resources over 3 days.)
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%center% (&newwin%[[https://www.youtube.com/watch?v=cDQr2G8qcsU| Multi-day resource view]] showing 7 resources over 3 days.)
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%center% (%newwin% [[https://www.youtube.com/watch?v=cDQr2G8qcsU| Multi-day resource view]] showing 7 resources over 3 days.)
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%center% (Multi-day resource view showing 7 resources over 3 days.)
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%center% (&newwin%[[https://www.youtube.com/watch?v=cDQr2G8qcsU| Multi-day resource view]] showing 7 resources over 3 days.)
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%center% (Multi-day resource view showing 7 resources over 3 days. New in update 9.49)
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%center% (Multi-day resource view showing 7 resources over 3 days.)
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%center% (Multi-day resource view showing 7 resources over 3 days. This view was introduced in in-app update 9.49)
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%center% (Multi-day resource view showing 7 resources over 3 days. New in update 9.49)
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%center% (Multi-day resource view showing 7 resources over 3 days. This view was introduced in in-app update 9.49)
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%center% (Multi-day resource view showing 7 resources over 3 days.)
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!! Adding resource abbreviations (short names).
When trying to view a lot of resource columns it could be helpful to show abbreviated resources names. We refer to these as "Resource Short Names". You can add and edit these short names in the "Load Resources" script. Just edit the "$$sc_ResourceShortNames" variable to include a return delimited list of your abbreviated names. Please note that the order of the list is important and must match the same order as your resource list.
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After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.<a name="LargeNumbers">
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After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.<a name="LargeNumbers"></a>
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After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.<a="LargeNumbers">
to:
After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.<a name="LargeNumbers">
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After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.
to:
After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.<a="LargeNumbers">
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Your events can be linked to "resources" in the Pro calendar; a resource can be anything you need to schedule--people, equipment, rooms--or a mix of those. An event can even be linked to more than one resource.
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Your events can be linked to "resources" in the DayBack; a resource can be anything you need to schedule--people, equipment, rooms--or a mix of those. An event can even be linked to more than one resource.
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DayBack requires the name of your resource, but if you're using IDs as well you can modify the "Create Edit Delete Event.." script to add the Resource's ID into your own field (looking it up based on the name) when DayBack edits the event. Note that you don't need to keep up the abstraction used in this script once you've integrated this with your own files (ie you don't have to Set Field By Name): you know which field is used for your resource ID so just set that field.
Though you may want to wrap your SetField in an IF that only sets this field when you're working with that particular [[multiple sources | source]]. =)
Though you may want to wrap your SetField in an IF that only sets this field when you're working with that particular [[multiple sources | source]]. =)
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If you have a ton of resources to manage you may want to partition the resources value list in several different lists. You can see a nice '''movie of this in action''' %newwin% [[https
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If you have a ton of resources to manage you may want to partition the resources value list in several different lists. You can see a nice movie of this in action below.
This is also a great overview of resource scheduling in general.
(:youtube AmUrKedqOLo width=500:)
This is also a great overview of resource scheduling in general.
(:youtube AmUrKedqOLo width=500:)
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%25center%25(Configured to show 7 resources at once.)
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%center% (Configured to show 7 resources at once.)
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%25center%25(Configured to show 16 resources on a large monitor.)
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%center% (Configured to show 16 resources on a large monitor.)
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%color=red% >> Need a new screenshot once [[https://seedcode.fogbugz.com/default.asp?30244 | case 30244]] is done.
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%newwin, width=500% [[https://www.seedcode.com/rootimages/stikipad/dayback/dbkresources7.png | https://www.seedcode.com/rootimages/stikipad/dayback/dbkresources7.png]]
%25center%25(Configured to show 7 resources at once.)
%newwin, width=500% [[https://www.seedcode.com/rootimages/stikipad/dayback/dbkresources16lg.png | https://www.seedcode.com/rootimages/stikipad/dayback/dbkresources16.png]]
%25center%25(Configured to show 16 resources on a large monitor.)
%25center%25(Configured to show 7 resources at once.)
%newwin, width=500% [[https://www.seedcode.com/rootimages/stikipad/dayback/dbkresources16lg.png | https://www.seedcode.com/rootimages/stikipad/dayback/dbkresources16.png]]
%25center%25(Configured to show 16 resources on a large monitor.)
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%color=red% >> We require the name but you can edit the Create... scripts to shoot the ID into your own field when we try to shoot in the name. We'll always use the name.
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%color=red% >> We require the name but you can edit the Create... scripts to shoot the ID into your own field when we try to shoot in the name. We'll always use the name.
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%center% https://www.seedcode.com/rootimages/stikipad/dayback/multresource.png
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%center% %width=440% https://www.seedcode.com/rootimages/stikipad/dayback/multresource.png
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You can drag an event on the Resource view from one resource column to another; when you do you'll be swapping out the new resource for the resource you dragged from. Other resources for the event remain intact.
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!! Can I display the resource in Schedule and Grid view if I'm using the ID?
Yes. If you change the fields that show the resource ID in Schedule and Grid views to a pop-up field control and assign them to a value list that's set to only show the second field of the resources (the name) then that's what will display there, even when not in focus. Those fields aren't editable in either the Schedule or Grid views, so there's no danger of selecting them, but you'll probably need to futz with the borders a little to make them look right, as making them a pop-up puts a border on them by default.
!! Can I have multiple resources per event?
Yes, support for this is already built into the calendar. You'll probably want to change the Event Details layout, however, formatting the resource field as checkboxes (for example) instead of as a drop down list. Here are some things to keep in mind regarding how multiple resources work:
-> Resources must be in the field mapped on the "resources" tab of your Source No X layout (you probably did this during [[integration]]).
-> That mapped field may hold a return separated list of resources (as would be created if you entered resources through a field formatted as check boxes).
-> You can drag an event on the schedule screen from one resource column to another; when you do you'll be swapping out the new resource for the resource you dragged from. Other resources for the event remain intact.
-> Here is a %newwin% '''[[https://www.youtube.com/watch?v=lYWbh9_e2jw | short movie]]''' of this in action.
!! Can I have multiple resources per event?
Yes, support for this is already built into the calendar. You'll probably want to change the Event Details layout, however, formatting the resource field as checkboxes (for example) instead of as a drop down list. Here are some things to keep in mind regarding how multiple resources work:
-> Resources must be in the field mapped on the "resources" tab of your Source No X layout (you probably did this during [[integration]]).
-> That mapped field may hold a return separated list of resources (as would be created if you entered resources through a field formatted as check boxes).
-> You can drag an event on the schedule screen from one resource column to another; when you do you'll be swapping out the new resource for the resource you dragged from. Other resources for the event remain intact.
-> Here is a %newwin% '''[[https://www.youtube.com/watch?v=lYWbh9_e2jw | short movie]]''' of this in action
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!! What if I'm using the ID instead of the resource name to link resources and events?
%color=red% >> We require the name but you can edit the Create... scripts to shoot the ID into your own field when we try to shoot in the name. We'll always use the name.
%color=red% >> We require the name but you can edit the Create... scripts to shoot the ID into your own field when we try to shoot in the name. We'll always use the name.
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!! Working with multiple types of resources (more than 1 resource field per event).
You can also maintain multiple lists of different kinds of resources (e.g., Rooms, Teachers and Levels), where each event may have one or more resource of each type. You can then let your users choose which ones to display in the column headers on the Schedule and Grid views. Read about it %newwin% [[https:/www.seedcode.com/support/viewtopic.php?f=25&t=3845 | here]].
You can also maintain multiple lists of different kinds of
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!! Multiple Resources per Event
Simply shift-click when selecting resources for an event to associate more than one resource with the event. In your resources field these multiple resources will be written as a return separated list.
%center% https://www.seedcode.com/rootimages/stikipad/dayback/multresource.png
Simply shift-click when selecting resources for an event to associate more than one resource with the event. In your resources field these multiple resources will be written as a return separated list.
%center% https://www.seedcode.com/rootimages/stikipad/dayback/multresource.png
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%color=red% >> Need a new screenshot once [[https://seedcode.fogbugz.com/default.asp?30244 | case 30244]] is done.
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Resources are loaded in the script "Load Resources" whenever the calendar starts up.
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When you [[integration | pasted the calendar into your file]] you should have mapped a field in your events table to our "resource" on the Resources tab of your Source No X layout. On this layout you can pick any field from your events table to represent your "resource": be it a staff member, a piece of equipment, a room-- as long as it is depicted by a field in your events table.
to:
When you [[integration | integrated the calendar into your file]] you should have mapped a field in your events table to our "resource" on the Resources tab of your Source No 1 layout. On this layout you can pick any field from your events table to represent your "resource": be it a staff member, a piece of equipment, a room-- as long as it is depicted by a field in your events table.
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After you change the value list of resources, run the Upon Opening script again to see your changes take effect.
to:
After you change the value list of resources, run the "Upon Opening" script again to see your changes take effect.
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%color=red% >> Need a new video / notes on doing this in our filters popover
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Resources are shown on the Schedule and Grid views of the calendar, where you can drag events from one resource to another to balance your schedule.
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Resources are shown on the Resource view of the calendar as columns, where you can drag events from one resource to another to balance your schedule.
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-> Here is a %newwin% '''[[https://www.youtube.com/watch?v=lYWbh9_e2jw | short movie]]''' of this in action.
Multiple Resources per Event: https://www.youtube.com/watch?v=lYWbh9_e2jw
Managing Large Numbers of Resources: https://www.youtube.com/watch?v=ORLOnqfsgLA
Multiple Resources per Event: https://www.youtube.com/watch?v=lYWbh9_e2jw
Managing Large Numbers of Resources: https://www.youtube.com/watch?v=ORLOnqfsgLA
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-> Here is a %newwin% '''[[https://www.youtube.com/watch?v=lYWbh9_e2jw | short movie]]''' of this in action.
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If you have a ton of resources to manage you may want to partition the resources value list in several different lists. You can see a nice '''movie''' of this in action %newwin% [[https://www.youtube.com/watch?v=ORLOnqfsgLA | here]] along with %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3247 | instructions]] for making this change in your copy of the calendar.
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If you have a ton of resources to manage you may want to partition the resources value list in several different lists. You can see a nice '''movie of this in action''' %newwin% [[https://www.youtube.com/watch?v=ORLOnqfsgLA | here]] along with %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3247 | instructions]] for making this change in your copy of the calendar.
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-> Here is a %newwin% '''[[https://www.seedcode.com/movies/calnext/multipleresources.html | short movie]]''' of this in action.
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-> Here is a %newwin% '''[[https://www.youtube.com/watch?v=lYWbh9_e2jw | short movie]]''' of this in action.
Multiple Resources per Event: https://www.youtube.com/watch?v=lYWbh9_e2jw
Managing Large Numbers of Resources: https://www.youtube.com/watch?v=ORLOnqfsgLA
Multiple Resources per Event: https://www.youtube.com/watch?v=lYWbh9_e2jw
Managing Large Numbers of Resources: https://www.youtube.com/watch?v=ORLOnqfsgLA
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!! Working with multiple types of resources.
You can also maintain multiple lists of different kinds of resources (e.g., Rooms, Teachers and Levels), and let your users choose which ones to display in the column headers on the Schedule and Grid views. Read about it %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3845 | here]].
You can also maintain multiple lists of different kinds of resources (e.g., Rooms, Teachers and Levels), and
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!! Working with multiple types of resources (more than 1 resource field per event).
You can also maintain multiple lists of different kinds of resources (e.g., Rooms, Teachers and Levels), where each event may have one or more resource of each type. You can then let your users choose which ones to display in the column headers on the Schedule and Grid views. Read about it %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3845 | here]].
You can also maintain multiple lists of different kinds of resources (e.g., Rooms, Teachers and Levels), where each event may have one or more resource of each type. You can then let your users choose which ones to display in the column headers on the Schedule and Grid views. Read about it %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3845 | here]].
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You can also maintain multiple lists of different kinds of resources (e.g., Rooms, Teachers and Levels), and let your users choose which ones to display in the column headers on the Schedule and Grid views. Read about it %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3845 | here]].
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!! Working with multiple types of resources.
Using a similar technique, you can maintain multiple lists of different kinds of resources (e.g., Rooms, Teachers and Levels), and let your users choose which ones to display on the Schedule and Grid views. Read about it %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3845 | here]].
Using a similar technique, you can maintain multiple lists of different kinds of resources (e.g., Rooms, Teachers and Levels), and let your users choose which ones to display on the Schedule and Grid views. Read about it %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3845 | here]].
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!! Can I display the resource in Schedule and Grid view if I'm using the ID?
Yes. If you change the fields that show the resource ID in Schedule and Grid views to a pop-up field control and assign them to a value list that's set to only show the second field of the resources (the name) then that's what will display there, even when not in focus. Those fields aren't editable in either the Schedule or Grid views, so there's no danger of selecting them, but you'll probably need to futz with the borders a little to make them look right, as making them a pop-up puts a border on them by default.
Yes. If you change the fields that show the resource ID in Schedule and Grid views to a pop-up field control and assign them to a value list that's set to only show the second field of the resources (the name) then that's what will display there, even when not in focus. Those fields aren't editable in either the Schedule or Grid views, so there's no danger of selecting them, but you'll probably need to futz with the borders a little to make them look right, as making them a pop-up puts a border on them by default.
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You can also populate the $$sc_ResourceList variable with a SQL statement. One advantage of this is that you don't need to leave your current layout; another is that your SQL statement can include the sort order in it. If you're not used to writing SQL queries, feel free to use our (free) %newwin% [[https://www.seedcode.com/cp-app/ste_cat/sqlxfree | SQL explorer]] to help you write the query.
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%newwin, width=500% [[https://www.seedcode.com/rootimages/stikipad/pro12/gridview.png | https://www.seedcode.com/rootimages/stikipad/pro12/gridview.png]]
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%newwin, center, width=500% [[https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png | https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png]]
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%newwin, width=500% [[https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png | https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png]]
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%newwin, center, width=500% [[https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png | https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png]]
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%newwin, width=500% [[https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png | https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png]]
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%width=500% %newwin% [[https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png | https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png]]
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%center width=500% %newwin% [[https://www.seedcode.com/rootimages/stikipad/pro12/schedule.png | https://www.seedcode.com/rootimages/stikipad/pro12/schedule.png]]
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%center width=500% %newwin% [[https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png | https://www.seedcode.com/rootimages/stikipad/pro12/scheduleview.png]]
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%center width=500% %newwin% [[https://www.seedcode.com/rootimages/stikipad/pro12/schedule.png | https://www.seedcode.com/rootimages/stikipad/pro12/schedule.png]]
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!! Overview
Your events can be linked to "resources" in the Pro calendar; a resource can be anything you need to schedule--people, equipment, rooms--or a mix of those. An event can even be linked to more than one resource.
Resources are shown on the Schedule and Grid views of the calendar, where you can drag events from one resource to another to balance your schedule.
Your events can be linked to "resources" in the Pro calendar; a resource can be anything you need to schedule--people, equipment, rooms--or a mix of those. An event can even be linked to more than one resource.
Resources are shown on the Schedule and Grid views of the calendar, where you can drag events from one resource to another to balance your schedule.
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!! Changing the value list of resources?
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!! Changing the value list of resources.
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!! Managing large numbers of resources.
If you have a ton of resources to manage you may want to partition the resources value list in several different lists. You can see a nice '''movie''' of this in action %newwin% [[https://www.youtube.com/watch?v=ORLOnqfsgLA | here]] along with %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3247 | instructions]] for making this change in your copy of the calendar.
If you have a ton of resources to manage you may want to partition the resources value list in several different lists. You can see a nice '''movie''' of this in action %newwin% [[https://www.youtube.com/watch?v=ORLOnqfsgLA | here]] along with %newwin% [[https://www.seedcode.com/support/viewtopic.php?f=25&t=3247 | instructions]] for making this change in your copy of the calendar.
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!! Changing the value list of resources?
After you change the value list of resources, run the Upon Opening script again to see your changes take effect.
After you change the value list of resources, run the Upon Opening script again to see your changes take effect.
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-> Here is a %newwin% [[https://www.seedcode.com/movies/calnext/multipleresources.html | short movie]] of this in action.
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-> Here is a %newwin% '''[[https://www.seedcode.com/movies/calnext/multipleresources.html | short movie]]''' of this in action.
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-> You can drag an event on the schedule screen from one resource column to another; when you do you'll be swapping out the new resource for the resource you dragged from. Other resources for the event remain intact.
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-> You can drag an event on the schedule screen from one resource column to another; when you do you'll be swapping out the new resource for the resource you dragged from. Other resources for the event remain intact.
-> Here is a %newwin% [[https://www.seedcode.com/movies/calnext/multipleresources.html | short movie]] of this in action.
-> Here is a %newwin% [[https://www.seedcode.com/movies/calnext/multipleresources.html | short movie]] of this in action.
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> > Note about using List() on
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When you [[integration | pasted the calendar into your file]] you should have mapped a field in your events table to our "resource" on the Resources tab of your Source No X layout. On this layout you can pick any field from your events table to represent your "resource": be it a staff member, a piece of equipment, a room-- as long as it is depicted by a field in your events table.
!! What if I have a table I'd like to use for resources?
No problem. The calendar considers its resources from within the variable "$$sc_ResourceList" so all you have to do is populate that variable with the resource names from your table: this is probably most easily done using the List() function from a layout that has a relationship to all your resources.
If you'd like to use this method to assign your resources into the $$sc_ResourceList variable, do so by editing the script "Load Resources" and include something like this:
-> Go to Layout [Some layout with a relationship to all your resources.]
-> Set Variable [$$sc_ResourceList ; List ( Relationship::ResourceName )]
-> Go to Layout [original layout]
Note that you could also loop through your resource records instead of using List(). In either case, be sure to either sort your relationship (if using List) or sort your resource records (if looping) as resources will be displayed in the order they appear in $$sc_ResourceList.
!! What if I have a table I'd like to use for resources?
No problem. The calendar considers its resources from within the variable "$$sc_ResourceList" so all you have to do is populate that variable with the resource names from your table: this is probably most easily done using the List() function from a layout that has a relationship to all your resources.
If you'd like to use this method to assign your resources into the $$sc_ResourceList variable, do so by editing the script "Load Resources" and include something like this:
-> Go to Layout [Some layout with a relationship to all your resources.]
-> Set Variable [$$sc_ResourceList ; List ( Relationship::ResourceName )]
-> Go to Layout [original layout]
Note that you could also loop through your resource records instead of using List(). In either case, be sure to either sort your relationship (if using List) or sort your resource records (if looping) as resources will be displayed in the order they appear in $$sc_ResourceList.
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-> Resources must be in the field mapped on the "resources" tab of your Source No X layout (you probably did this during [[integration]].
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-> Resources must be in the field mapped on the "resources" tab of your Source No X layout (you probably did this during [[integration]]).
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!! Can I have multiple resources per event?
Yes, support for this is already built into the calendar. You'll probably want to change the Event Details layout, however, formatting the resource field as checkboxes (for example) instead of as a drop down list. Here are some things to keep in mind regarding how multiple resources work:
-> Resources must be in the field mapped on the "resources" tab of your Source No X layout (you probably did this during [[integration]].
-> That mapped field may hold a return separated list of resources (as would be created if you entered resources through a field formatted as check boxes).
-> You can drag an event on the schedule screen from one resource column to another; when you do you'll be swapping out the new resource for the resource you dragged from. Other resources for the event remain intact.
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> > Note about mapping resources field in integration
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Resouces are loaded in the script "Load Resources" whenever the calendar starts up. The simplest way to get your resources in here is to edit the SetVariable() statement in this script to include a list of your resources: just type them into the calc the same way we have done our sample resources.
Note that they'll appear on the calendar in the order you list them here.
Note that they'll appear on the calendar in
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Resouces are loaded in the script "Load Resources" whenever the calendar starts up.
This script looks for a value list named "Resources" and will use the contents of that list as your list of possible resources. If it doesn't find a value list with that name, it uses a hard coded list in a Set Variable () following the comment "hard coded list follows". You can also just type your resources into that calc the same way we have done our sample resources.
Note that they'll appear on the calendar in the order you list them in this hard coded list or in the order they appear in your value list.
This script looks for a value list named "Resources" and will use the contents of that list as your list of possible resources. If it doesn't find a value list with that name, it uses a hard coded list in a Set Variable () following the comment "hard coded list follows". You can also just type your resources into that calc the same way we have done our sample resources.
Note that they'll appear on the calendar in the order you list them in this hard coded list or in the order they appear in your value list.
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> > Note about using List() on a table of resouces
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> > Note about using List() on a table of resouces. If you do this be sure to Go to Layout and Go to Layout (Original)
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!! How can I show MY resources in the calendar?
Resouces are loaded in the script "Load Resources" whenever the calendar starts up. The simplest way to get your resources in here is to edit the SetVariable() statement in this script to include a list of your resources: just type them into the calc the same way we have done our sample resources.
Note that they'll appear on the calendar in the order you list them here.
> > Note about using List() on a table of resouces
Resouces are loaded in the script "Load Resources" whenever the calendar starts up. The simplest way to get your resources in here is to edit the SetVariable() statement in this script to include a list of your resources: just type them into the calc the same way we have done our sample resources.
Note that they'll appear on the calendar in the order you list them here.
> > Note about using List() on a table of resouces
