Field Templates

Dime.Scheduler uses field templates to dynamically generate the content of certain fields. For example, the content of the Subject and Body field of an appointment can be generated from a template. This allows you to configure Dime.Scheduler easily to comply with your organization's requirements without the need to make changes in the back-office applications that are sending data to Dime.Scheduler.

Field types

There are three field types you can use in constructing a field template:

• Field
• Free Text
• New Line

Fields

A field is a placeholder for a property on the job or task entities.

Free Text

This type allows to enter any free text you like. If you hover over the field, a series of buttons appear. The first button allows you to modify the text:

New line

This field type doesn't require much explanation. By adding this type to the template, you will enter a line break.

Managing field templates

Select a field template

The template on the right hand side will load as soon as you select a field template in the corresponding grid.

Add a field

Adding a field, free text or new line can be done by:

• Dragging a field type in the top-right corner;
• Positioning and dropping them above or below existing entries;

Depending on the field type, you will need to select the field (in case of a field) or enter text (in case of free text)

Change the order

Changing the order of the items in the template is a trivial task using the drag and drop capabilities:

Copy or delete a field

If you hover over the field, a series of buttons appear.

• The utmost right button will remove that particular section of template.

• The second to last button will duplicate that field:

Note that these changes are not saved immediately.

Saving and clearing the template

At the right hand side of the field template section, there are two buttons:

• Clear
• Save

All changes you made are still in a pending state. Pressing the Save button will commit those changes to the database. If you are not satisfied with the template, you can start over by pressing the Clear button. Even though this will remove everything, this will not commit to the database until you hit the ´Save´ button.

caution

Modifications to the field templates will not change existing appointments. Only new records from the back-office system will apply the modified template.

Planning board tooltip

The field templates page has a second tab - Tooltip - where the content of the planning board appointment tooltip is configured. The tooltip shares the same drag-and-drop builder pattern as field templates, but operates on a richer field library: it walks the full appointment object graph (appointment, task, job, category, time marker, ...) rather than the flat list of database fields.

Layout

The tab is split into two columns:

• Left - the configured rows that make up the tooltip, in display order.
• Right - the field library, a searchable tree of every property reachable from an appointment. Each property carries a type badge (abc for strings, 123 for numbers, T/F for booleans, date for dates).

Building a tooltip

• Add a field: drag a property from the right-hand library into the left-hand list, or click it to append it to the bottom.
• Add a separator: click the Separator button in the toolbar. Separators render as visual breaks between blocks of information.
• Edit a label: each row exposes a label input. The default is the property name, but you can override it (e.g. Customer instead of Job.Customer.Name).
• Reorder: drag the grip handle on the row, or use the up/down chevrons. Multi-row drag is supported.
• Remove: the trash icon on each row removes that single row.

Saving and clearing

The toolbar at the top of the tab has two destructive-and-or-final actions:

• Save persists the current configuration. Until saved, edits live only in the browser.
• Clear asks for confirmation and then wipes the tooltip configuration entirely. The change is only applied once Save is pressed.

Enabling the tooltip

The tooltip itself only appears when Enable planning board tooltip is on in Application Setup → Planning → Visualization. The configuration on this page determines what is shown; the application setup determines whether it is shown.