Filter Groups

Filter groupsFilter groupA configurable set of fields used to filter resources and tasks on the planning board. are a core part of the Dime.Scheduler framework. The same DS Filter Group setup also defines categoriesCategoryA visual indicator (a color) applied to appointments to classify or label them., time markersTime markerA visual indicator on an appointment, separate from its category, used to flag a status or condition at a point in time. and pinsPinAn 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., so the configuration below applies to all four entities.

Creating any of these entities follows the same steps:

• Create the item
• Specify the source
• Generate the available values (filter groups only)
• Send the record to Dime.Scheduler

You can send filter groups and filter valuesFilter valueA single value inside a filter group, used as a qualification on a resource or a requirement on a task. to Dime.Scheduler manually or through a scheduled job.

Create the filter group

Go to Departments -> Dime.Studio -> Dime.Scheduler -> Filter Groups/Filter Values.

Field, tab or group	Description
Type	Select Filter group, category, time marker or pin.
Group	Enter the name of the entity. This name is also displayed in Dime.Scheduler.

Specify the source for the filter values

Go to Navigate -> Sources (page) or Filter Group -> Sources (form).

Field, tab or group	Description
Table No.	Enter or select the table number that is the source for the filter values
Field No.	Enter or select the field number of the field that contains the filter values.
Field Filter	Enter an optional filter to limit the available values (e.g. WHERE(Type=CONST(Resource),Skill Code=FILTER(DS)))

Generate the available values

Go to Actions -> Create Filter Values (page) or Functions -> Create Filter Values (form).

You can also enter filter values manually on the filter values page or form.

Send the filter values to Dime.Scheduler

Go to Navigate -> Filter Values (page) or Source -> Filter Values (form).

On the filter values page or form, you can mark individual filter values to be excluded from Dime.Scheduler. This is an alternative to the field filter on the filter values sources. To exclude a filter value, enable the Do Not Synch field.

• To manually send the Filter Values to Dime.Scheduler:

  Actions -> Synch. All (page) or Scheduler -> Send All to Scheduler (form).

• To manually send a selection of Filter Values to Dime.Scheduler (pages only):

  Actions -> Synch. Selection

• To manually send the filter values for all filter groups at once to Dime.Scheduler, from the filter groups page or form:

  Go to Actions -> Synch. All (page) or Scheduler -> Send All to Scheduler (form).

• To manually send the filter values for a selection of filter groups at once to Dime.Scheduler, from the filter groups page only:

  Actions -> Synch. Selection

• To send filter groups, categories and time markers to Dime.Scheduler automatically, use the supplied codeunit DS Scheduled Sync.

tip

Use the job queueJob queueBusiness Central’s scheduler for background work. The connector relies on job queue entries to process the outbound queue and to synchronize master data without blocking users. to run DS Scheduled Sync every night.