Use the scheduler field to create triangular relationships between the application to which it belongs, a resource application, and the Appointment application to facilitate scheduling resources.
On this page
Example: Relationships with parent application
The Audit Planning & Quality use case uses the Appointment application for scheduling resources for engagements. In this example, the Engagements (parent) and Contacts (resource) applications share a relationship with the Appointment application through the Scheduler field in the parent application.
Example: Relationships with multiple parent applications
For example, in addition to the Engagements application, you want to schedule resources for another application. In this case, you would create a scheduler field in both applications as the parents of the resource application. Then, you would create a Scheduler field in the Contacts application that is shared between both parent applications.
When you schedule appointments for either application, the appointments are listed in the Contacts application in the resource view. An appointment can only be associated with one parent and one resource.
To assign resources to any parent application, you must configure a scheduler field with the schedule view and add it to the layout of that application. Any module with the scheduler field configured in the schedule view is considered a parent application.
|
Term |
Definition |
|---|---|
|
Parent |
The application with the scheduler field configured in the schedule view to which you want to schedule resources. |
|
Resource |
The application with the scheduler field configured in the resource view containing the resources you want to schedule. A resource application can never be the parent. |
|
Appointment Application |
The application where the appointments reside. |
Displaying appointments
You can display appointments in either the schedule or resource view.
- The schedule view displays appointments in a Gantt-like chart with the resource along the left side and the appointments in segmented columns based on start and end dates. In this view, users can schedule appointments directly by moving the start and end date columns, and can assigning resources by dragging and dropping appointments from one resource to another. Users cannot edit appointments of other parent applications in this view.
- The resource view displays a list of appointments for all resources or the appointments for a particular resource when viewed by that user. Appointments are grouped by the parent application and listed in a table (grid) with the following information: Appointment, Name, Start date, End date, Duration, and Type.