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Indicator

The video below showcases the functionality of some of the indicatorsIndicatorCollective term for the visual signals - categories, time markers, pins, and tags - that identify and label appointments.:

Category​

A categoryCategoryA visual indicator (a color) applied to appointments to classify or label them. is the property or attribute of an appointmentAppointmentA task scheduled to a resource for a specific period - the scheduled instance you see on the planning board. that determines the color in which an appointment is displayed. The category is used to provide an immediate visual insight in the type or status of appointments.

Upsert​

Inserts or updates a category record.

NameData TypeDefaultRequired
CategoryNamenvarchar(100)✔️
DisplayNamenvarchar(100)CategoryName
CategoryHexColornvarchar(50)
ColorRint
ColorGint
ColorBint
  • This endpoint is available in the import API endpoint /import via the procedure mboc_upsertCategory.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_upsertCategory",
    "ParameterNames": ["CategoryName", "DisplayName", "CategoryHexColor"],
    "ParameterValues": ["INPROGRESS", "In Progress", "#6e64b5"]
    }
    ]

Rename category​

Renames the category.

NameData TypeDefaultRequired
CategoryNamenvarchar(100)✔️
NewCategoryNamenvarchar(100)✔️
  • This endpoint is available in the import API endpoint /import via the procedure mboc_renameCategory.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_renameCategory",
    "ParameterNames": ["CategoryName", "NewCategoryName"],
    "ParameterValues": ["INPROCESSTYPO", "INPROCESS"]
    }
    ]

Delete category​

Removes this indicator from the database.

NameData TypeDefaultRequired
CategoryNamenvarchar(100)✔️
  • This endpoint is available in the import API endpoint /import via the procedure mboc_deleteCategory.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_deleteCategory",
    "ParameterNames": ["CategoryName"],
    "ParameterValues": ["INPROCESS"]
    }
    ]

Time Marker​

A time markerTime markerA visual indicator on an appointment, separate from its category, used to flag a status or condition at a point in time. is the property or attribute of an appointment that determines the colored bar displayed below the appointment in the planning boardPlanning boardThe main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline.. The time marker is used to provide an immediate visual insight in the type or status of appointments.

Upsert time marker​

Inserts or updates a time marker record.

NameData TypeDefaultRequired
TimeMarkernvarchar(100)✔️
HexColornvarchar(50)
ColorRint
ColorGint
ColorBint
  • This endpoint is available in the import API endpoint /import via the procedure mboc_upsertTimeMarker.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_upsertTimeMarker",
    "ParameterNames": ["TimeMarker", "HexColor"],
    "ParameterValues": ["In Progress", "#6e64b5"]
    }
    ]

Rename time marker​

Renames the time marker.

NameData TypeDefaultRequired
TimeMarkernvarchar(100)✔️
NewTimeMarkernvarchar(100)✔️
  • This endpoint is available in the import API endpoint /import via the procedure mboc_renameTimeMarker.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_renameTimeMarker",
    "ParameterNames": ["TimeMarker", "NewTimeMarker"],
    "ParameterValues": ["INPROCESSTYPO", "INPROCESS"]
    }
    ]

Delete time marker​

Removes this indicator from the database.

NameData TypeDefaultRequired
TimeMarkernvarchar(100)✔️
  • This endpoint is available in the import API endpoint /import via the procedure mboc_deleteTimeMarker.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_deleteTimeMarker",
    "ParameterNames": ["TimeMarker"],
    "ParameterValues": ["INPROCESS"]
    }
    ]

Pin​

A pinPinAn indicator that lives on a task rather than an appointment and colors its marker on the map, typically by skill, vehicle type or region. It has no equivalent on the planning board. is the property or attribute of an appointment that determines the colored pin on the map.

Upsert pin​

Inserts or updates a pin record.

NameData TypeDefaultRequired
Namenvarchar(100)✔️
HexColornvarchar(50)
ColorRint
ColorGint
ColorBint
  • This endpoint is available in the import API endpoint /import via the procedure mboc_upsertPin.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_upsertPin",
    "ParameterNames": ["Name", "HexColor"],
    "ParameterValues": ["In Progress", "#6e64b5"]
    }
    ]

Rename pin​

Renames the pin.

NameData TypeDefaultRequired
Namenvarchar(100)✔️
NewNamenvarchar(100)✔️
  • This endpoint is available in the import API endpoint /import via the procedure mboc_renamePin.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_renamePin",
    "ParameterNames": ["Name", "NewName"],
    "ParameterValues": ["INPROCESSTYPO", "INPROCESS"]
    }
    ]

Delete pin​

Removes the indicator from the database.

NameData TypeDefaultRequired
Namenvarchar(30)✔️
  • This endpoint is available in the import API endpoint /import via the procedure mboc_deletePin.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_deletePin",
    "ParameterNames": ["Name"],
    "ParameterValues": ["INPROCESS"]
    }
    ]

Tag​

Preview

Tags are currently in preview. Functionality and behavior may change between releases. Not recommended for production-critical workflows yet.

A tagTagA reusable label with an icon and a color that can be applied to tasks and appointments. Unlike a category, a record can carry several tags at once. is a reusable, admin-defined label that tasksTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource. and appointments reference by code. Unlike the other indicators, a record can carry several tags at once: the Tags parameter on task and appointment is a semicolon-delimited list of tag codes, for example URGENT;NIGHTSHIFT. Read more about tags.

Upsert tag​

Inserts or updates a tag, identified by its code. The tag's code is its stable identifier and cannot be changed after creation. Parameters that are left empty on an update keep their stored value, and Name falls back to the code when the tag is created without one.

NameData TypeDefaultRequired
Codenvarchar(50)✔️
Namenvarchar(100)Code
IconSetnvarchar(50)
IconNamenvarchar(100)
HexColornvarchar(7)

IconSet and IconName identify the icon rendered on the appointment bar. The only supported icon set today is fontawesome, and IconName is the icon's name within that set, for example bolt or moon.

  • This endpoint is available in the import API endpoint /import via the procedure mboc_upsertTag.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_upsertTag",
    "ParameterNames": ["Code", "Name", "IconSet", "IconName", "HexColor"],
    "ParameterValues": ["URGENT", "Urgent", "fontawesome", "bolt", "#e03131"]
    }
    ]

Delete tag​

Removes the tag from the database. Tasks and appointments that still reference the code are left untouched; the tag simply stops rendering on them.

NameData TypeDefaultRequired
Codenvarchar(50)✔️
  • This endpoint is available in the import API endpoint /import via the procedure mboc_deleteTag.
  • Example body:
    [
    {
    "StoredProcedureName": "mboc_deleteTag",
    "ParameterNames": ["Code"],
    "ParameterValues": ["URGENT"]
    }
    ]