The Graphical Scheduler Views

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The Graphical Scheduler Views

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This section explains what a view is, how to bring modifications to a view, how to create a new view and other related information.

Definition

A view is a collection of different data displayed inside the Graphical Scheduler. There can be one or more views available to users in the Graphical Scheduler. These views are shared across all users. Users can also toggle which view they want to have in the Graphical Scheduler.

By default, the Graphical Scheduler comes pre-configured with one default view called “DEFAULT”. This view has a default time scale of “Week and Month”

Each view has a default time scaled defined. Here are the different time scales that can be used in the Graphical Scheduler:

  • Month and Year: Year scale on the top, month scale underneath.
  • Week and Month: Month scale on the top, week scale underneath.
  • Day and Week: Week scale on the top, Days underneath
  • Hour and Day: Day scale on the top, hours underneath.

Modifying the default time scale of a view will change the default time scale for this view for all users of Business Central that have access to the Graphical Scheduler.

Note

Users can always modify the time scale displayed in the Graphical Scheduler with the “Date and Zoom” action. However, every time the Graphical Scheduler is loaded again, the default time scale of the view is presented to users.

How to access

There are two ways a user can access “Graphical Scheduler Views”:

  • By navigating to “Graphical Scheduler Views”
  • From the Graphical Scheduler directly, via the “View” action

In either case, the user will be presented with the “Graphical Scheduler Views” page and this is where the user will see all views that exist for the Graphical Scheduler.

Note

When the setting “Filter Mode” is set to “Filter Box”, the “Views” are only be accessible from the “Graphical Scheduler View card”. See the “Modifying the Graphical Scheduler Settings” section in this document for more information.

How to modify a view

  1. Select the View to modify
  2. Click on “Edit”
  3. This will open the View card. There are four fast tabs which correspond to three different parts of the view.
    1. General
    2. Dates and Zoom
    3. Configure What Displays in This View
    4. Configure Styles in this View
  4. The “General” fast tab lists general settings of the view:
    1. Type: The type of view. Currently can only be a “View”. This setting might be hidden – click on “Show more” on the Fast Tab line to display it.
    2. No.: View number
    3. Description: Friendly description of the View
    4. Table No.: Reference to the main table number that the view represents. The default table is 5409 and will display Production order routing lines in the Graphical Scheduler. This setting might be hidden – click on “Show more” on the Fast Tab line to display it.
  5. The “Dates and Zoom” fast tab will list all the settings related to the default time scale of the view.
    1. Start Date Mode: This allows for a view to either be relative dates, or specific dates. The relative option will use the company’s defined “Work date” and/or the dates for current released production orders.
    2. Default Time Scale: This is the default time scale that users will automatically see when this view is selected or when the Graphical Scheduler is loaded.
    3. Default Start Formula: This is the default start date formula when the view is opened. Acceptable time units are as follow: D, WD, W, M, Q, Y. Here are examples of valid formulas:
      1. -1D = today minus 1 day
      2. -3D = today minus 3 days
      3. 1D = today plus 1 day
      4. -1W = today minus 1 week
      5. Etc…
    4. Specific Starting DateTime: Allows for a specific starting date and time to be set. The “Start Date Mode” needs to be set to “Specific”.
    5. Specific Ending DateTime: Allows for a specific ending date and time to be set. The “Start Date Mode” needs to be set to “Specific”.
  6. The “Configure What Displays In This View” fast tab is used to define what information is displayed in the Graphical Scheduler. By default, the Graphical Scheduler will display production order routing lines of released production orders. Additional entries can be added to display different things. The entries found here are also known as a “data source” of the Graphical Scheduler.
    1. Code: The code of the entry. These are automatically populated but can be modified. Need to be unique names without any spaces or special characters.
    2. Update Mode: This field specifies if the data source will be read-only or not.
    3. Filter: The filters specified will dictate what information is displayed in the Graphical Scheduler. The default fields used by the filter all come from the Production Order header and the Production Order routing lines.
    4. Table Name: Reference to the main table name for the data codeunit.
    5. State: This field specifies whether the entry is enabled or disabled.

The “New” action will allow the user to create new data sources for the view. (This is the same action as the “Add a Data Source” action found at the top of the page.) The user will see a popup with some pre-configured data sources to choose from. Here are the available options:

  • Finished Production Routing Lines
  • Shop Calendar Holidays
  • Draggable Released Production Routing Lines
  • Work Center Calendar Entries
  • All Work Center Load
  • Custom Data Source (Advanced)

With the last option listed above, the user can select the “Custom Data Source (Advanced)” option to create a custom data source.

  1. The “Configure Styles In This View” fast tab allows for customizations to the colors and styles displayed in the Graphical Scheduler for the particular view.
    1. Sort Order: The colors and styles are applied by using this sort order with the lowest number being applied according to the filter rules.
    2. Style Name: The name of the style.
    3. Filter: Defines which records the entry applies to. Any entry added to “Filters” will be added here in this field. See the “Applying a Filter” section in this document for more information.
    4. Text Color: The color of the text displayed.
    5. Background Color: The color of the background displayed.
    6. Border Color: The border color displayed.
    7. Table Name: Name of the table that this style is intended for.

How to add a view

To demonstrate this, the steps below will create a view to indicate upcoming production with a short time scale and make it read-only to prevent users from changing the schedule of the operations listed.

  1. Navigate to the “Graphical Scheduler Views” page.
  2. Click on “+ New” to open a new Graphical Scheduler View card.
  3. Assign a “No.” for the new view. As soon a value is entered, an entry is automatically created in the “Configure What Displays In This View” fast tab.
    1. E.g.: “UPCOMING”
  4. Assign a “Description” for the new view
    1. E.g.: “Upcoming production”
  5. Assign a “Default Time Scale” for the new view
    1. E.g.: “Day and Week”
  6. In the “Configure What Displays In This View”, there will automatically be an entry that will display the production order routing lines for production orders with a state of “Released”. This entry can be modified, and it is also possible to add additional entries.
    1. Modify the “Update Mode” to “Read Only”
  7. There is no requirement to add any entries in the “Configure Styles In this View” Fast tab.
  8. Close the Graphical Scheduler View card to save it.

Note

Whenever a user selects a view to display in the Graphical Scheduler, if the previous view had something specified in “Default Start Date Formula” and the selected view does not have anything in this field, the initial start date formula of the first view will not be updated.

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