Task
A task is a child entity of a job, and a job is required before any task can be added. A task record for which no appointments exist is considered as an open task, and will therefore be displayed in the open tasks component.
The following entities are exposed through the import service.
Task
Upsert
Inserts or updates a task record.
Name | Data Type | Default | Required | Description |
---|---|---|---|---|
SourceApp | nvarchar(30) | ✔️ | See API reference | |
SourceType | nvarchar(10) | ✔️ | See API reference | |
JobNo | nvarchar(50) | ✔️ | The job's external identifier to assign this task to. | |
TaskNo | nvarchar(50) | ✔️ | The task's external identifier. | |
ShortDescription | nvarchar(50) | ✔️ | ||
Description | nvarchar(MAX) | |||
TaskType | int | 0 | See API reference | |
Name | nvarchar(255) | |||
Type | nvarchar(20) | |||
Category | nvarchar(100) | See API reference | ||
TimeMarker | nvarchar(100) | See API reference | ||
Pin | nvarchar(100) | See API reference | ||
ServiceNo | nvarchar(50) | |||
ServiceGroup | nvarchar(20) | |||
ServiceClass | nvarchar(20) | |||
ServiceSerialNo | nvarchar(50) | |||
ServiceName | nvarchar(50) | |||
IRISFault | nvarchar(10) | |||
IRISSymptom | nvarchar(10) | |||
IRISArea | nvarchar(10) | |||
IRISReason | nvarchar(10) | |||
IRISResolution | nvarchar(10) | |||
Skill1 | nvarchar(10) | |||
Skill2 | nvarchar(10) | |||
Skill3 | nvarchar(10) | |||
ContractNo | nvarchar(20) | |||
ContractType | nvarchar(30) | |||
ContractDescription | nvarchar(MAX) | |||
ContractStartDate | date | |||
ContractEndDate | date | |||
PartsWarrantyStartDate | date | |||
PartsWarrantyEndDate | date | |||
LaborWarrantyStartDate | date | |||
LaborWarrantyEndDate | date | |||
Importance | int | 0 | See API reference | |
Status | nvarchar(20) | |||
ExpectedResponseDateTime | datetime | |||
ActualResponseDateTime | datetime | |||
RequestedStartDate | datetime | See API reference | ||
RequestedEndDate | datetime | See API reference | ||
RequestedStartTime | time | See API reference | ||
RequestedEndTime | time | See API reference | ||
ConfirmedStartDate | datetime | |||
ConfirmedEndDate | datetime | |||
ActualStartDate | datetime | |||
ActualEndDate | datetime | |||
LocationDescription | nvarchar(MAX) | |||
Duration | time(7) | |||
DurationInSeconds | bigint | The estimated duration of the task. Determines the initial length of the appointment when dropped on the planning board. | ||
Subject | nvarchar(max) | See API reference | ||
Body | nvarchar(max) | See API reference | ||
InfiniteTask | bit | 0 | See API reference | |
TaskOpenAsOf | datetime | |||
TaskOpenTill | datetime | |||
RequiredTotalDuration | time(7) | |||
RequiredNoResources | int | |||
AppointmentEarliestAllowed | datetime | See API reference | ||
AppointmentLatestAllowed | datetime | See API reference | ||
FreeText1 | nvarchar(100) | See API reference | ||
FreeText2 | nvarchar(100) | See API reference | ||
FreeText3 | nvarchar(100) | See API reference | ||
FreeText4 | nvarchar(100) | See API reference | ||
FreeText5 | nvarchar(100) | See API reference | ||
FreeText6 | nvarchar(100) | See API reference | ||
FreeText7 | nvarchar(100) | See API reference | ||
FreeText8 | nvarchar(100) | See API reference | ||
FreeText9 | nvarchar(100) | See API reference | ||
FreeText10 | nvarchar(100) | See API reference | ||
FreeText11 | nvarchar(100) | See API reference | ||
FreeText12 | nvarchar(100) | See API reference | ||
FreeText13 | nvarchar(100) | See API reference | ||
FreeText14 | nvarchar(100) | See API reference | ||
FreeText15 | nvarchar(100) | See API reference | ||
FreeText16 | nvarchar(100) | See API reference | ||
FreeText17 | nvarchar(100) | See API reference | ||
FreeText18 | nvarchar(100) | See API reference | ||
FreeText19 | nvarchar(100) | See API reference | ||
FreeText20 | nvarchar(100) | See API reference | ||
FreeDecimal1 | decimal(18, 6) | See API reference | ||
FreeDecimal2 | decimal(18, 6) | See API reference | ||
FreeDecimal3 | decimal(18, 6) | See API reference | ||
FreeDecimal4 | decimal(18, 6) | See API reference | ||
FreeDecimal5 | decimal(18, 6) | See API reference | ||
FreeDate1 | datetime | See API reference | ||
FreeDate2 | datetime | See API reference | ||
FreeDate3 | datetime | See API reference | ||
FreeDate4 | datetime | See API reference | ||
FreeDate5 | datetime | See API reference | ||
FreeBit1 | bit | 0 | See API reference | |
FreeBit2 | bit | 0 | See API reference | |
FreeBit3 | bit | 0 | See API reference | |
FreeBit4 | bit | 0 | See API reference | |
FreeBit5 | bit | 0 | See API reference | |
url1 | nvarchar(1000) | |||
urldesc1 | nvarchar(255) | |||
url2 | nvarchar(1000) | |||
urldesc2 | nvarchar(255) | |||
url3 | nvarchar(1000) | |||
urldesc3 | nvarchar(255) | |||
CertificateNo | nvarchar(50) | |||
RequiredTotalDurationInSeconds | bigint | |||
DoNotCountAppointmentResource | bit | 0 | ||
IsComplete | bit | 0 | ||
PlanningUOM | nvarchar(20) | |||
PlanningUOMConversion | decimal(18,6) | 0 | ||
PlanningQty | decimal(18,6) | 0 | ||
UseFixPlanningQty | bit | 0 | ||
RoundToUOM | bit | 0 | ||
AppointmentTemplate | nvarchar(100) | |||
BulkPlanningQty | decimal(18, 6) | |||
StartDate | datetime | |||
EndDate | datetime | |||
PercentDone | int | |||
SchedulingMode | int | 0 | ||
BaseLineStartDate | datetime | |||
BaseLineEndDate | datetime | |||
BaseLinePercentDone | int | |||
DeadLine | datetime | |||
Index | int | |||
ConstraintType | int | 0 | ||
ConstraintDate | datetime | |||
ParentTaskNo | nvarchar(50) | |||
CalendarCode | nvarchar(255) | |||
PredecessorTaskNo | nvarchar(50) | |||
PredecessorLag | int | |||
ManuallyScheduled | bit | 0 | ||
Note | nvarchar(max) | |||
OverRuleGanttPlanning | bit | 0 | ||
IgnoreCalendars | bit | 0 | ||
ContainerName | nvarchar(255) | |||
ContainerIndex | int |
Delete
Deletes a task record. The behavior of this procedure depends on the CheckAppointments
flag:
- When
CheckAppointments
is true: the task is not deleted when there are appointments for the task. - When
CheckAppointments
is false: the task is deleted without further checks. When a task is deleted, all appointments attached to the task, if any, are also deleted.
Name | Data Type | Default | Required | Description |
---|---|---|---|---|
SourceApp | nvarchar(30) | ✔️ | See API reference | |
SourceType | nvarchar(10) | ✔️ | See API reference | |
JobNo | nvarchar(50) | ✔️ | ||
TaskNo | nvarchar(50) | ✔️ | ||
CheckAppointments | bit | ✔️ | ||
SentFromBackoffice | bit | 1 |
Upsert task URI
Inserts or updates a task uri record. A task link contains links to documents, web pages and the back office system.
Name | Data Type | Default | Required | Description |
---|---|---|---|---|
SourceApp | nvarchar(30) | ✔️ | See API reference | |
SourceType | nvarchar(10) | ✔️ | See API reference | |
JobNo | nvarchar(50) | ✔️ | ||
TaskNo | nvarchar(50) | ✔️ | ||
url | nvarchar(1000) | |||
urldesc | nvarchar(255) |
Set lock
Locks or unlocks all appointments for the task. A locked appointment can not be modified nor deleted on the planning board.
Name | Data Type | Default | Required | Description |
---|---|---|---|---|
SourceApp | nvarchar(30) | ✔️ | See API reference | |
SourceType | nvarchar(10) | ✔️ | See API reference | |
JobNo | nvarchar(50) | ✔️ | ||
TaskNo | nvarchar(50) | ✔️ | ||
Locked | bit | 0 | ||
SentFromBackoffice | bit | 1 |
Filter value
Upsert filter value
Inserts or updates a task value record. This assigns a filter value to a task.
Name | Data Type | Default | Required | Description |
---|---|---|---|---|
SourceApp | nvarchar(30) | ✔️ | See API reference | |
SourceType | nvarchar(10) | ✔️ | See API reference | |
JobNo | nvarchar(50) | ✔️ | ||
TaskNo | nvarchar(50) | ✔️ | ||
FilterGroup | nvarchar(50) | ✔️ | ||
FilterValue | nvarchar(100) | ✔️ | ||
TransferToTemp | bit | 0 | See API reference |
Delete filter value
Deletes a task filter value record. This removes a filter value from a task.
Name | Data Type | Default | Required | Description |
---|---|---|---|---|
SourceApp | nvarchar(30) | ✔️ | See API reference | |
SourceType | nvarchar(10) | ✔️ | See API reference | |
JobNo | nvarchar(50) | ✔️ | ||
TaskNo | nvarchar(50) | ✔️ | ||
FilterGroup | nvarchar(20) | ✔️ | ||
FilterValue | nvarchar(20) | ✔️ |
Clear filter value
Deletes all task filter value records. This removes all filter values from a task.
Name | Data Type | Default | Required | Description |
---|---|---|---|---|
SourceApp | nvarchar(30) | ✔️ | See API reference | |
SourceType | nvarchar(10) | ✔️ | See API reference | |
JobNo | nvarchar(50) | ✔️ | ||
TaskNo | nvarchar(50) | ✔️ |
Task container
Upsert task container
Inserts or updates a task container.
Name | Data Type | Default | Required | Description |
---|---|---|---|---|
SourceApp | nvarchar(30) | ✔️ | See API reference | |
SourceType | nvarchar(10) | ✔️ | See API reference | |
JobNo | nvarchar(50) | ✔️ | ||
TaskNo | nvarchar(50) | ✔️ | ||
ContainerName | nvarchar(255) | ✔️ | ||
Index | int |
Delete task container
Removes the task container.
Name | Data Type | Default | Required | Description |
---|---|---|---|---|
SourceApp | nvarchar(30) | ✔️ | See API reference | |
SourceType | nvarchar(10) | ✔️ | See API reference | |
JobNo | nvarchar(50) | ✔️ | ||
TaskNo | nvarchar(50) | ✔️ | ||
ContainerName | nvarchar(255) |
API Reference
Requested dates
This set of fields are behavioral data. See here for more info.
Requested times
This set of fields are behavioral data. See here for more info.
Source
Dime.Scheduler is a centralized planning application. One the key tenets is the ability to accommodate data from different origins. For instance, it is perfectly acceptable to plan work orders from Business Central, CRM, imported Excel sheets, etc., and Dime.Scheduler won't break a sweat because of the existence of the Source App
and SourceType
fields in the data model.
Source App
When the planner makes an appointment for a resource or task, Dime.Scheduler knows which system to notify. Through the connector setup, Dime.Scheduler will find a matching SourceApp
and send the appointment to the corresponding URI subsequently. The source app field is a unique identifier that identifies a back office instance such a tenant of Business Central, a test environment, an instance of CRM cloud, or any other application you wish to use to feed the data into Dime.Scheduler.
Source Type
The SourceType
is used inside the backoffice system itself. A source type represents a distinct entity such as a service order, production order, assembly order, etc.
The standard connectors that Dime Software provides make it possible to plan different types of resources and tasks. When Dime.Scheduler posts an appointment to a standard connector, it ends up in a staging table, which is then processed by the connector to make sure the appointment produced in Dime.Scheduler is traced back to the original record using the externally identifiable fields (JobNo
, TaskNo
, ResourceNo
) that identify the record.
Infinite
When set to true, the task will always remain available in the open task list. Typical examples include holiday and sickness tasks.
Planning range
The earliest and latest allowed dates make it possible to define a date range in which the task has to be scheduled. See here for more information.
Task type
Planning can be done in two ways: through the planning board or through the Gantt chart. When the task type is the latter (value 1), drag and drop will be disabled in the open task list, and planning will need to be done through the Gantt chart.
Read more on the task type here.
Importance
Controls the visual indicator of the planned task in the planning board. Read more about the matter here.
Subject and body
Through the field template setup, the task's subject and body is set when imported in Dime.Scheduler.
Category
Controls the visual indicator of the planned task in the planning board. Read more about the matter here.
Time Marker
Controls the visual indicator of the planned task in the planning board. Read more about the matter here.
Pin
Controls the visual indicator of the planned task in the map. Read more about the matter here.
Free fields
Free fields are unmapped fields that you can link custom fields to.
The caption can be changed through the captions localization system. Either use the GUI and look for the corresponding field of the corresponding source table for the 'DATABASEFIELD' context, or use the import API.
Transfer to temp
The TransferToTemp
field indicates whether the task filter value(s) are being sent to Dime.Scheduler before (value = 1 or True) or after (value = 0 or False) the task is sent.