Anything Feature in Graphical Scheduler

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Anything Feature in Graphical Scheduler

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The Anything feature (available in version 1.4 and up) allows you to connect the scheduler to a table in a simple form. The instructions below show you how to configure a data source with a sales line table.

  1. Understanding the Anything Configuration

    The Anything data source can be used to display records from almost any Business Central table in the Graphical Scheduler. When configuring an Anything data source, it can help to think about the setup in three parts: What Is It, When Is It, and Where Is It.

    What Is It

    The What Is It section identifies the Business Central records that will appear in the scheduler.

    Start by selecting the table containing the records you want to display. You can then identify fields that help the Graphical Scheduler uniquely identify and navigate back to those records.

    • Document No. identifies the main document or record. For sales data this is typically the sales document number, while production data commonly uses the production order number.
    • Document Line No. can be used when individual lines from a document are being scheduled. If the table does not have a meaningful line number, this field does not need to be configured.
    • Document Task is optional and is normally used when the source record contains another level of detail, such as an operation number on production data or a task number on project-related data.

    The Cell and Tooltip templates also determine how these records appear to users. The Cell template controls the information displayed directly on the scheduled event, while the Tooltip template controls the additional information displayed when the user hovers over the event.

    When Is It

    The When Is It section determines where the record appears along the scheduler’s time axis.

    Select the Business Central field that represents the starting date or date/time. If the source data also contains a meaningful ending date or date/time, configure that field as well.

    Not every type of data has both a start and an end. For example, a record may only have a shipment date, due date, or requested delivery date. In those cases, it is acceptable to configure only the starting field.

    The date fields selected here should represent the business date that users actually want to visualize or manage. For example, when showing sales orders, the most useful date may be Shipment Date rather than Order Date depending on whether the scheduler is being used to visualize order entry or fulfillment.

    Where Is It

    The Where Is It section determines how records are organized on the left side of a timeline view.

    For production scheduling, this commonly represents a work center or machine center. For other types of data, the grouping can represent another meaningful Business Central value, such as a location, resource, customer, salesperson, or other field.

    The Capacity No. field is the primary field used to determine which row the event belongs to. The optional Capacity Type field can be used when the source data differentiates between multiple capacity types, such as Work Center and Machine Center.

    The Show In setting determines the type of tree or grouping displayed on the left side of the scheduler. When the data does not naturally correspond to production capacities or resources, use the appropriate miscellaneous option so the selected Capacity No. values can be displayed as their own groups.

    For example, to visualize sales orders by location, Location Code can be used as the Capacity No. This causes sales orders for the same location to appear together on the same scheduler row or grouping.

    Read-Only Versus Interactive Scheduling

    An Anything data source does not need to allow users to change the underlying Business Central records. If the scheduler is intended only for visualization, leave changes disabled and the data will be treated as read-only.

    If changes are enabled, the Anything configuration can specify which fields the Graphical Scheduler is permitted to update. This makes it possible to create configurations where users can change only scheduling-related information, such as dates and times, without allowing unrelated fields to be modified.

    When writes are enabled, additional configuration is available to control the order in which fields are changed and whether Business Central field validation is executed. This is particularly important for records where changing one field can affect another field through standard Business Central validation logic.

    When creating a new Anything configuration, it is generally best to start with a read-only view. After confirming that the correct records, dates, and groupings are displayed, enable writes only if users need to reschedule or otherwise modify those records directly from the Graphical Scheduler.

Use Anything feature

  1. Navigate to Graphical Scheduler Views.
  2. Create a new view.
  3. Assign a name, description, and other required information.
  4. Select Add a Data Source.
  5. Select Anything (any custom table).
  6. Define the following fields to graphically display the tables and data needed (minimum required):
    1. Table No.
    2. Document No. Field
    3. Starting Date-Time
    4. Capacity No.
    5. Show In. (Select Miscellaneous)
  7. Close the Anything configuration page.
  8. Close the View page.
  9. Load the Graphical Scheduler.
  10. Select the view you created.
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2 Comments

  1. May 13, 2021 at 11:02 am

    how I can install Graphical Scheduler app on my system ?

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