Source Types
Source typesSource typeAn identifier that, together with the source app, tells Dime.Scheduler which back-office table a record belongs to. tell Dime.Scheduler which area of NAV a taskTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource. came from. That value travels back with the planning data, so NAV can route each task through the right business logic.
For example, when a task is planned for a service item lineService item lineA line on a Business Central service order for one item to service. The connector can send each line as its own task, and its repair status can drive the task’s category or time marker., you process the planning data into resource allocations in NAV. When a task is planned for a custom table, you typically process the planning data into a custom table as well.
A single NAV company can feed multiple sources at once. You might send service tasks, job tasks, sales tasks and custom tasks from one company. Give each task type its own source type, and the planning data returning from Dime.Scheduler is handled by the correct logic in NAV.
To start configuring source types, navigate to Departments -> Dime.Studio -> Dime.Scheduler -> Filter Groups/Filter Values.
| Field, tab or group | Description |
|---|---|
| Source Table No. | Enter the table number or select it from the list for each table that is sent to Dime.Scheduler (e.g. 5901, Service Item Line or 1001, Job Task) |
| Source Type | Fill in the source type; this is a free text field (e.g. SERVICE or JOB) |
| Processing Codeunit No. | Enter the number of the codeunit that processes planning data coming from Dime.Scheduler into NAV |
| Appointment Template Code | In Dime.Scheduler you can define custom fields on an appointment card. You can have different fields based on the type of task using an appointment template. Specify the appointment template code for the task, based on the source type. For more information about Appointment Templates refer to the administration manual. |
| Action Report No. | The report to run when the user selects an action URI for this source type. Leave 0 (zero) to use the standard report DS Action Launch. The report parses the parameters passed by Dime.Scheduler as field filters and then launches the defined codeunit (see below) |
| Action New Description | Action new is the URI shown when the user opens the context menu in the planning board. The description or caption is shown to the user. |
| Action New Codeunit No. | The codeunit executed by the report defined in Action Report No. |
| Action Edit Description | Action Edit is the URI shown when the user opens the context menu of an appointment with matching source app and source type fields. The description or caption is shown to the user. |
| Action Edit Codeunit No. | The codeunit executed by the report defined in Action Report No. |
The "Send Action URI" action generates and sends the ActionURIAction URIA dynamic link, populated with fields from a task, job or appointment, that opens an external system in one click. to Dime.Scheduler for both 'Action New' and 'Action Edit', as long as a value is entered in the matching description field.