Customize Activity Information Displayed on Planning Board


Intro

It is now possible to configure what information is displayed on an activity in the Planning Board.

This is accomplished by completing the following:

Step Description
1. Configure Activity internal remarks and Activity internal remarks 2 fields in CSACtivitySidebar using the Screen Configurator.
2. Configure Internal remarks and Internal remarks 2 on CSPlannerAssignment using the Screen Configurator app.
3. Enter data for Activity internal remarks and Activity internal remarks 2 fields in Activity Details sidebar to test configuration.

Configure Fields on Activity Details Sidebar

To add Activity internal remarks and Activity internal remarks 2 fields to the Activity Details sidebar, complete the following:

1.) From the Planning and Dispatching app, navigate to Admin > Company > Screen Configurations.



2.) Select the CSActivitySidebar screen configuration option. The application will redirect to the Screen Configurator app.

3.) In the Standard elements pane located to the right, search for Activity internal remarks and Activity internal remarks 2 and drag and drop them onto the ActivityDetails card.

4.) Click on the ⋮ beside Activity internal remarks and select the Settings option.



  • For Visibility set to Visible
  • For Editability set to Editable

5.) Click Save.

6.) Repeat these steps for Activity internal remarks 2.

7.) When these steps have been completed, change status from Deactivated to Activated in the top pane:



8.) Click on the check mark (✓) to save changes.

9.) Navigate back to Planning and Dispatching app and refresh the page.

10.) The Activity internal remarks and Activity internal remarks 2 fields will now be visibile in the Activity Details sidebar.




Configure CSPlannerAssignment

To configure the fields displayed on the Activity on the Planning Board, complete the following:

1.) From the Planning and Dispatching app, navigate to Admin > Company > Screen Configurations.

2.) Select the CSPlannerAssignmenet screen configuration option. The application will redirect to the Screen Configurator app.

3.) From the Standard elements pain, search for Internal remarks and Internal remarks 2 fields and drag and drop them onto the activityCard.

4.) Reorder the activityCard by placing Internal remarks and Internal remarks 2 fields before the Subject and Name fields.



5.) Click on the ⋮ beside Internal remarks and select the Settings option.

6.) Ensure the following:



  • For Visibility, the field is set to Visible.
  • For Editability, the field is set to Read-only.

7.) Click Save.

8.) Repeat these steps for Internal remarks 2.

9.) Change the CSPlannerAssignment screen configuration status from Deactivated to Activated in the top pane:



10.) Click on the check mark beside it (✓).

11.) Navigate back to the Planning and Dispatching app and refresh the page.


Test Configuration

After the CSActivitySidebar and CSPlannerAssignment screens have been configured using the Screen Configurator app, it is now possible to validate the changes by completing the following:

1.) From the Planning and Dispatching app, select an Activity on the Planning Board that has not yet been released.

2.) Click the edit option.

3.) Scroll down to the Activity internal remarks and Activity internal remarks 2 fields and enter information.



Note: information can be manually entered or populated via Business Rule.

4.) Save changes by selcting the check mark (✓) located at the top of the sidebar.

5.) Refresh the page.

6.) The Activity internal remarks and Activity internal remarks 2 fields will now display on the Activity on the Planning Board.



Note: When dragging and dropping activities onto the Planning Board, the Activity internal remarks and Activity internal remarks 2 fields will also display.