Field Templates

Field templatesField templateA rule that composes an appointment subject and body from job and task fields, so the text reads the way planners want. let you generate the content of certain fields dynamically. For example, you can build the Subject and Body of an appointmentAppointmentA task scheduled to a resource for a specific period - the scheduled instance you see on the planning board. from a template. This way you tailor Dime.Scheduler to your organization's requirements without changing the back-office applications that feed data into it.

Field types

A field template is made up of three field types:

• Field
• Free Text
• New Line

Fields

A field is a placeholder for a property on the jobJobA high-level container, comparable to a project, that bundles related tasks together with common information such as customer, billing, and address. or taskTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource. entities.

Free Text

Use this type to enter any text you like. Hover over the field and a series of buttons appears. The first button lets you edit the text:

New line

Add this type wherever you want a line break in the generated content.

Managing field templates

Select a field template

Select a field template in the grid, and the template loads on the right-hand side.

Add a field

To add a field, free text, or new line:

• Drag a field type from the top-right corner.
• Position and drop it above or below existing entries.

Depending on the field type, you then select the field (for a field) or enter text (for free text).

Contextual items

• To reorder the items:
  • Drag and drop the items to reorder them in the template.
  • Use the caret buttons
• To remove an item, click the garbage icon button

Note that these changes are not saved immediately.

Saving and clearing the template

On the right-hand side of the field template section, you will find a save button. Your changes stay in a pending state until you commit them. Press Save to write them to the database.

caution

Changes to field templates do not affect existing appointments. Only new records from the back-office system apply the updated template.

Planning board tooltip

The field templates page has a second tab, Tooltip, where you configure the appointment tooltip shown on the planning board. It uses the same drag-and-drop builder, but draws from a richer field library. See Planning board tooltip for the full walkthrough.