Service Requests by JC Employee

This form is available when a data provider is added using the Planner Options. Use it to define filter options for the data provider.

Define planner item text

Click this button to open this form, enabling you to define how the text should display for the planner item (for example, job).

Enter the information on the Text tab. You can enter text, but the display is restricted by the size of the cells. To reference a property of the data item (for example, using the JCJob class for a job), click the Properties button. To add a property to the text, highlight it and drag it into the text box.

You can format the text using the Formatting tab. For each property that is selected, a row is added to the formatting table. For each non-string property, you can set format options by clicking on Click to set up. Formatting options are the same as those used in Report Designer.

You can define item hover text and the item text. This is additional information that displays for the item when you hover over the cell in the planner. Use the same process as outlined above to define and format hover text.

Service Request filter options

Select one of these:

All requests - Displays all service requests on the planner alongside the scheduled employee.
By selection criteria - Displays the service requests as selected in the query definition.

Note: You can set up a query definition of service requests, but still select All requests for the planner to change the query.

Define/Edit

Click this button to open the SV Request filter options form, if you can define a query selection based on properties of the CRMSVRequest class.

Description

Enter a description for the query, up to 120 characters.

Class to Query (display-only)

For this query, the class is CRMSVRequest.

Query

Select a property of the CRMSVRequest class by double clicking it to move it on the left-hand query panel. The comparison options differ depending on the field you are using in the query.

When you have completed your query selections, click OK return to the previous form.

Cancel

Click to close the form without saving any changes.

Clear Query

Click to clear current query selections so you can enter new criteria.

JC Employee filter options

Select one of these:

All employees - Displays all employees on the planner.
By selection criteria - Displays the employees as selected in the query definition.

Note: You can set up a query definition of employees, but still select All requests for the planner to change the query.

Define/Edit

Click this button to open the JC Employee filter options form, if you can define a query selection based on properties of the JCEmployee class.

Once the queries have been defined, their descriptions are shown on the Service Requests by JC Employee.

Display options

Review Service Request type colour schemes

Click this button to open the Service Request Type Maintenance form. You can change the colour settings to display service requests on the planner according to type.