Home Forums Graphical Scheduler Show Item No. and Item Description of Prod. Order

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  • Dave ParkerDave Parker
    Post count: 4

    There does not seem to be any way to convey the produced Item No. and its Description in the context of the Graphical Scheduler views. I am surprised at this, as a user making decisions about moving capacity should want to know what item is being moved.

    I see there are IWX fields for Item, Description, etc. in the Prod. Order Routing Line table, yet I cannot get them to populate – and in any case I cannot control what displays in the bars nor the ‘hover’ details.

    Am I missing anything with regards to this capability?

    Insight Works
    Post count: 5

    To control what displays in the Tool Tip or cell description, make the “Cell Template” and “Tooltip Template” fields visible and add any information you like.

    To show the fields, open your scheduler view, and add the fields in the “Configure What Displays in This View” list.

    If the existing IWX fields do not meet your requirements, you may need to add your own custom fields to be able to show them in the cells/tool tips.

    Dave ParkerDave Parker
    Post count: 4

    That information is helpful, thank you – but you have not specifically answered how to accommodate the two fields for Prod. Order Item No. and Prod. Item Description, which IW has added. I cannot find instruction in the KB with regards to the Cell Template and Tooltip Template fields, so I have to operate from existing examples.

    Presumably due to the periods in the field names, I need to know the alternative text that should be used for them, as per how the ‘Prod. Order No.’ must be used as [Prod_Order_No] – what do I use for the below fields? I cannot seem to get them to work. The issue could also be there is no data in the Prod. Order Routing Line, which again means my forum question has not been answered with regards to how this critical data is being represented in the Scheduler.

    Prod_Order_Item_No

    Prod_Item_Description

    Tim DimsdaleTim Dimsdale
    Post count: 3

    Hi Dave,

    The missing step that we inadvertently forgot to describe to you is to also show and configure the ‘Data Fields’ field, our apologies for missing that earlier.

    Here are the full steps end to end to get those two fields showing in the cell template and tooltip template, with copy and paste-able values.

    Most of these steps you’ve already done, they’re just here for completeness:

     

    1) Personalize the page.

    Show three columns:

    “Tooltip Template”

    “Cell Template”

    “Data Fields”

     

    2) Edit the “Data Fields” value.   This is currently a comma separated value.

    The default value for production order routing lines will be:

    Prod. Order No.,Routing Status,Operation No.,Description,Run Time

    To show item number and description, change this to be:

    Prod. Order No.,Routing Status,Operation No.,Description,Run Time,Prod. Order Item No.,Prod. Item Description

     

    You can use either the field name, or the field caption.

    (Note: When using the field caption, if there are multiple fields with the same caption, it will use the first field that matches that caption.)

     

    3) Edit the “Cell Template” field.

    The default value will be: [Prod_Order_No] : [Description]

    To show the item number and description, use square brackets and the name of the field to include [Prod. Order Item No.] [Prod. Item Description]

    For example, let’s say we wanted it to be Production order number dash item no. dash item description we could have:

    [Prod. Order No.] – [Prod. Order Item No.] – [Prod. Item Description]

     

    4) Edit the “Tooltip Template” field.

    Use <br /> to denote a new line in the hover.

    The default value is:

    <br/>Prod. Order No. :[Prod_Order_No]<br />Operation No.: [Operation_No]<br/>Op. Description: [Description]<br/><br/>Routing Status: [Routing_Status]<br/><br/>Starting Date:[start]<br/>Ending Date: [end]

    <br/>Prod. Order No. :[Prod_Order_No]<br/>Item No. :[Prod. Order Item No.]<br/>Item Desc. :[Prod. Item Description]<br />Operation No.: [Operation_No]<br/>Op. Description: [Description]<br/><br/>Routing Status: [Routing_Status]<br/><br/>Starting Date:[start]<br/>Ending Date: [end]

     

    5) That’s it, you should now have the item number and item description in the cell and tooltip template.

    The pattern for both the cell template and tooltip template is to use square brackets.

    In the square brackets you can use either the field name, or the field caption.

    The underscores you see are the ‘odata’ compatible equivalent of the field name and/or caption, which are also fine, and just a backwards compatible option.

    The only constraint is if you use the field name in the “Data Fields”, then to also use the field name in the templates, and likewise if you use the caption in the data fields, then you need to use the caption in the square brackets in the templates.

     

    I’ve made sure that it is in our roadmap to both improve that experience and document the steps for this.

    If you need additional help send me an email, and we can arrange some time to go over this, or other features.

     

    Thank you for your time,

    -Tim

     

     

     

    Dave ParkerDave Parker
    Post count: 4

    With all of the comprehensive information provide, I have been able to configure the view and resolve the issue. I now have the various requested elements included.

    Thank you for the prompt and detailed response.

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