DayBackForFileMaker

Resource Scheduling

DayBackForFileMaker.Resources History

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May 17, 2023, at 11:07 PM by 192.88.134.15 -
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September 05, 2019, at 08:15 PM by KC Embrey - Added #ChangeList
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[[#ChangeList]]
July 02, 2018, at 11:17 PM by 192.88.134.15 -
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!! Unscheduled Events

Normally only events with a date will show up in DayBack, though events without a resource will show up in the [[none column]], which is a great place to hold them until you can assign them to a resource.

But you can also get "dateless" events to show up also, seeing them on the current date until you drag them to the correct spot. Including dateless events is a simple modification and you'll find a video, example code, and instructions %newwin% [[https://www.seedcode.com/unscheduled-events-drag-to-schedule/ | here]].
May 18, 2018, at 06:24 PM by KC Embrey - Added #ID
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[[#ID]]
November 18, 2017, at 11:57 PM by 192.88.134.15 -
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!! [[#Defaults]]Default Resources for New Events

Coming soon
November 18, 2017, at 11:57 PM by 192.88.134.15 -
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May 03, 2017, at 09:09 PM by KC Embrey - Added #Abbreviations
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[[#Abbreviations]]
April 11, 2017, at 06:46 PM by 192.88.134.15 -
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%newwin% [[https://youtu.be/AmUrKedqOLo]]
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%newwin% [[https://youtu.be/EVObC3oTU5M]]
March 13, 2017, at 07:14 PM by KC Embrey - added #LargeNumbers
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[[#LargeNumbers]]
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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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Your events can be linked to "resources" in 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.
January 04, 2017, at 11:51 PM by KC Embrey - Added #Table anchor
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[[#Table]]
December 16, 2016, at 07:37 PM by 192.88.134.15 -
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You can also populate the $$sc_ResourceList variable with a SQL statement. One advantage of this is that you don't need to leave your current layout; another is that your SQL statement can include the sort order in it. If you're not used to writing SQL queries, feel free to use our (free) %newwin% [[https://www.seedcode.com/cp-app/ste_cat/sqlxfree | SQL explorer]] to help you write the query.
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You can also populate the $$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/filemaker-sql-explorer/ | SQL explorer]] to help you write the query.
November 16, 2016, at 06:38 PM by 192.88.135.15 -
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\\

-> [++++"The calendar works wonders for us. Totally could not operate without it: helps big time in controlling production flow."++++] - Jay Sanders, Lowy Frames & Restoration

\\
November 01, 2016, at 11:07 PM by 192.88.134.15 -
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[[#Defaults]]!! Default Resources for New Events
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!! [[#Defaults]]Default Resources for New Events
November 01, 2016, at 11:07 PM by 192.88.134.15 -
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[[#defaults]]!! Default Resources for New Events
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[[#Defaults]]!! Default Resources for New Events
November 01, 2016, at 11:06 PM by 192.88.134.15 -
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That's it; just remember that you need to run the script "Upon Opening" to see your changes take effect, and you'll likely want to change your Resources value list to return a list of staff =)
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That's it; just remember that you need to run the script "Upon Opening" to see your changes take effect, and you'll likely want to change your Resources value list to return a list of staff =)

[[#defaults]]!! Default Resources for New Events

Coming soon
January 25, 2016, at 04:07 PM by 192.88.134.15 -
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Here's a simple example:

%newwin, width=500% [[https://www.seedcode.com/rootimages/stikipad/dayback/SetResourceID.png | https://www.seedcode.com/rootimages/stikipad/dayback/SetResourceID.png]]
December 28, 2015, at 11:00 PM by 192.88.134.15 -
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-> 3. DayBack's filters also need to know which field you're using for Resources, so edit the script "Load Calendar Settings - On Startup..." and find the comment "Maps filters to fields". Change the reference to "SampleEvents::Reosurce" to "SampleEvents::Staff".
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-> 3. DayBack's filters also need to know which field you're using for Resources, so edit the script "Load Calendar Settings - On Startup..." and find the comment "Maps filters to fields". Change the reference to "SampleEvents::Resource" to "SampleEvents::Staff".
December 28, 2015, at 10:59 PM by 192.88.134.15 -
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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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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]]. =)

!! Can I change the field mapped to "resource" to be something else, like a "staff" field?

Yes. There are three places you'll want to make this change:

-> 1. When DayBack writes your changes to FileMaker it uses the Source No X layout, so click on the Resources tab of that layout and switch the field mapped to "resource" to be your staff field.

-> 2. When DayBack reads events to display them on the calendar it reads from the DBk_WebViewerSource field in your events table: the "let" section of that calc asks which field you want mapped to resource, so change the resource line to "sc_resource = Staff ;"

-> 3. DayBack's filters also need to know which field you're using for Resources, so edit the script "Load Calendar Settings - On Startup..." and find the comment "Maps filters to fields". Change the reference to "SampleEvents::Reosurce" to "SampleEvents::Staff".

That's it; just remember that you need to run the script "Upon Opening" to see your changes take effect, and you'll likely want to change your Resources value list to return a list of staff
=)
June 12, 2015, at 01:32 AM by 142.4.217.188 -
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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]].
May 12, 2015, at 01:57 PM by 142.4.217.187 -
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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"]].
May 12, 2015, at 01:39 PM by 142.4.217.187 -
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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.
May 10, 2015, at 02:17 AM by 142.4.217.188 -
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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:)
May 06, 2015, at 10:14 PM by 142.4.217.188 -
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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:)
May 06, 2015, at 10:11 PM by 142.4.217.187 -
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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. 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. New in update 9.49)
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%center% (Multi-day resource view showing 7 resources over 3 days.)
May 01, 2015, at 10:30 PM by 142.4.217.188 -
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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.
February 24, 2015, at 09:13 PM by 142.4.217.188 -
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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>
February 24, 2015, at 09:12 PM by 142.4.217.188 -
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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">
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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">
February 24, 2015, at 09:11 PM by 142.4.217.188 -
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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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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.
to:
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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%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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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]]. =)
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%color=red% >> Need a new video / notes on doing this in our filters popover

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 below.

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.

%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, 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.)

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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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(:title Resource Scheduling:)
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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
.
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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.
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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]].
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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
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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/pro12/gridview.png | https://www.seedcode.com/rootimages/stikipad/pro12/gridview.png]]
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Resouces are loaded in the script "Load Resources" whenever the calendar starts up.
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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.
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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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%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
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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.
to:
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.
Changed lines 61-65 from:
-> Here is a %newwin% '''[[https://www.seedcode.com/movies/calnext/multipleresources.html | short movie]]''' of this in action.
to:
-> 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
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