Filter groups
A filter groupFilter groupA configurable set of fields used to filter resources and tasks on the planning board. is a category - "Region", "Skill", "Truck type" - with a list of filter valuesFilter valueA single value inside a filter group, used as a qualification on a resource or a requirement on a task. inside it ("North", "South", "Plumbing", "18-wheeler"). You assign those values to resourcesResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board., tasksTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource., and other entities so the planner can filter the planning viewPlanning viewThe main screen of Dime.Scheduler, where a profile lays out the components a planner works with. A new tenant has none until a profile is created or applied from a template. the same way the business actually thinks about its work.
Filter groups used to be a back-officeBack officeThe ERP or business system Dime.Scheduler plans for - most often Microsoft Dynamics 365 Business Central. It owns the master data and remains authoritative over what it receives.-only concept - the only way to create or rename one was through the API or the source system. That worked for setups where the back office naturally owned the taxonomy. For everything else (a tenant adding a new skill category, a planner needing a quick "VIP customer" tag, a setup that has no back office at all), the round-trip was painful. The filter groups page closes that loop: administrators can now add, rename, and delete groups and their values directly inside Dime.Scheduler.
The filter groups page
How the page is laid out
The screen splits in two: the left column lists the filter groups; the right column shows the values inside whichever group is currently selected. Selecting a group on the left loads its values on the right - everything you do on the right is scoped to the group you have selected.
Working with groups
- Add a group with the Add button at the top of the left column; type the name and confirm with Enter or the green check button. Each group in the list shows how many values it holds, so an empty or bloated group stands out before you open it.
- Rename by hovering over a group, clicking the pencil icon, editing the label, and confirming.
- Delete by hovering over a group, clicking the trash icon, and answering the confirmation. Deleting a group removes all of its values along with it - there is no recycle bin, so make sure no resources or tasks depend on the values inside before you confirm.
Working with values
The right column only becomes active once you have selected a group on the left, and its header names the group you are in. From there the workflow is the same:
- Add a value with the Add button at the top of the column; type and confirm.
- Rename with the pencil icon on hover.
- Delete with the trash icon on hover.