Doc filter value sources
With document filter value sources, you specify where and how NAV retrieves the filter values for each task or resource that is sent to Dime.Scheduler.
Default values can be set, which can be overridden when data is retrieved from tables further down in the hierarchy. This allows you to set values in case no data is defined in NAV or to set different values when data is defined and when data is not defined, for instance one can choose to set "No" as the default value when no skills are found and "Yes" when skills are found for a certain task or resource.
Remember that tasks and resources are generic terms within Dime.Scheduler that do not reflect any specific table in NAV and that you can have multiple sources for both resources and tasks.
Navigate to this path to manage the document filter value sources: Departments -> Dime.Studio -> Dime.Scheduler -> Filter Groups/Filter Values
| Field, tab or group | Description |
|---|---|
| Table No. | Enter or select the table number that is the source of the task or resource. |
| Comment | Free text for internal use. |
| Entity Type | Specifies whether the table is a source for resources or for tasks in Dime.Scheduler |
| Resource Key Field | Enter or select the field that identifies the resource when entity type = resource. This is the field sent to Dime.Scheduler as ResourceNo |
| Job Key Field | Enter or select the field that identifies the job when entity type = task. This is the field sent to Dime.Scheduler as JobNo |
| Task Key Field | Enter or select the field that identifies the task when entity type = task. This is the field sent to Dime.Scheduler as TaskNo |
See below an example of the setup of 1 resource and 2 task entities:
Once the document filter value Source is declared you specify the source(s) and rules for all the Filter Groups the entity has Filter Values for. You can setup links to an unlimited number of tables with an unlimited hierarchical depth. For each table link you can specify how to retrieve records from the table and which filters and conditions apply.
Go to General -> Tables (page) or Tables (form).
The hierarchy starts from the entity's base table which was specified above and which is automatically created in the Tables page or form.
| Field, tab or group | Description |
|---|---|
| Link to Table No. | Enter or select the table number of the next table in the hierarchy. |
| Method | Specify how the table is to be read: |
|
For each table you can specify:
- Links: specify the field or fields that link the selected table with the parent table, for instance link the document no. field of a line with the no. field of a header.
- Filters: specify filters that apply on the selected table to limit the number of records, for instance only retrieve records that are not blocked.
- Conditions: specify filters on the parent table that determine if the link is applicable, for instance only link the line table (the parent) with the item table (the child) if the line type of the line table is of type item.
- Fields: specify the fields that are the source of a filter value. You can also specify default values and override behavior.
Links
Go to Home -> Links (page) or Relationship -> Links (form)
| Field, tab or group | Description |
|---|---|
| Link from Field No. | Enter or select the field from the parent table. |
| Link to Field No. | Enter or select the field from the child table to connect it with the field from the parent table (link from field no.). |
You can specify an unlimited number of fields to be linked between the parent and child table.
Filter
Go to Home -> Filters (page) or Relationship -> Filters (form)
| Field, tab or group | Description |
|---|---|
| Link from Field No. | Enter or select the field from the selected table, the child table, on which to apply the filter. |
| Value | Enter the filter value; this can be any value which is recognized as a filter by NAV. Option values are recognized and autocompleted. |
You can specify an unlimited number of filters to be applied on the child table. Be aware that all filters are applied at once.
Conditions
Go to Home -> Conditions (page) or Relationship -> Conditions (form)
| Field, tab or group | Description |
|---|---|
| Link from Field No. | Enter or select the field from the parent table on which to apply the filter. |
| Value | Enter the filter value; this can be any value which is recognised as a filter by NAV. Option values are recognised and auto-completed. |
You can specify an unlimited number of filters to be applied on the parent table. Be aware that all filters are applied at once.
Fields
Go to Home -> Conditions (page) or Relationship -> Conditions (form)
Filter group
Enter or select the filter group for which to set a filter value.
Field number
Enter or select the field that contains the filter value. This is not a mandatory field.
Fixed value
A free text field where you can enter a fixed or default value (see also the related fields below).
Fixed value behavior
The behavior options are in relation to the field number above and determine if and how the fixed value is used as the filter value.
- None: The fixed value is used as the filter value if no field number is set.
- Overrule: The fixed value always overrules the value from field number; you can use this to set a specific value when a record exists for field number regardless of the value of the field number
- Overrule when Empty: The fixed value overrules the value from field number only when the field number is empty.
Fixed value when not found
A free text field where you can specify a value for the filter value if no record exists for the field number; in combination with the overrule behavior of the fixed value you can set a Yes/No or true/false (or any other value pair) depending on the fact if a record exists or not.
Hierarchy behavior
If you have set a value for the same filter group on a higher level in the hierarchy, then the hierarchy behavior options determine if the current level overrides this value. The below options apply only if the current level returns a filter value – i.e. if a field number is defined but none of the fixed values are entered and there is no record found for the current level, then the current level does not return any filter value and therefore the below options are ignored.
- None: The current level does not override a filter value that was set at a higher level in the hierarchy. The current level does set the filter value if no filter value was set for the filter group.
- Overrule: The current level always overrules a filter value that was set at a higher level in the hierarchy.
- Overrule when Empty: The current level overrules an empty filter value that was set at a higher level in the hierarchy.
Filter group
Enter or select the filter group for which to set a filter value.
Filter group field number
Enter or select the field that contains the filter value. This is not a mandatory field.
Fixed Value
A free text field where you can enter a fixed or default value (see also the related fields below)
Fixed Value behavior
The behavior options are in relation to the field number above and determine if and how the fixed value is used as the filter value.
- None: The fixed value is used as the filter value if no field number is set.
- Overrule: The fixed value always overrules the value from field number; you can use this to set a specific value when a record exists for field number regardless of the value of field number.
- Overrule when empty: The fixed value overrules the value from field number only when field number is empty.
Fixed value when not found
A free text field where you can specify a value for the filter value if no record exists for field number; in combination with the overrule behavior of the fixed Value you can set a Yes/No or true/false (or any other value pair) depending on the fact if a record exists or not.
Hierarchy behavior
If you have set a value for the same filter group on a higher level in the hierarchy, then the hierarchy behavior options determine if the current level overrides this value. The below options apply only if the current level returns a filter value – i.e. if a Field No. is defined but none of the fixed values are entered and there is no record found for the current level then the current level does not return any filter value and therefore the below options are ignored.
- None: The current level does not override a filter value that was set at a higher level in the hierarchy. The current level does set the filter value if no filter value was set for the Filter Group.
- Overrule: The current level always overrules a filter value that was set at a higher level in the hierarchy.
- Overrule when empty: The current level overrules an empty filter value that was set at a higher level in the hierarchy.