Planning board tooltip

The field templates page has a second tab, Tooltip, where you configure the planning board appointment tooltip. The tooltip uses the same drag-and-drop builder as field templates, but draws from a richer field library: it walks the full appointment object graph (appointment, task, job, category, time marker, and so on) 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 has a label input. The default is the property name, but you can override it (for example, 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 final actions:

• Save persists the current configuration. Until you save, edits live only in the browser.
• Clear asks for confirmation and then wipes the tooltip configuration entirely. The change applies only once you press Save.

Enabling the tooltip

The tooltip appears only 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.