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Resource Scheduler Templates

Overview​

The Templates feature in Resource Scheduler helps you work with templates for scheduler events. You use templates to select a template, view template details, edit templates, and delete templates.

How to access​

Open Templates in Resource Scheduler.

Key features​

  • View and use Templates in Resource Scheduler.
  • Select a Template (dialog title: Select a Template).
  • Create a New Event using a selected template.
  • View Event Template Detail.
  • Edit template.
  • Delete template (dialog title: Delete Template).
  • Use Search events and resources.
  • Use the Scheduler filters sidebar and Filters Panel.
  • Use Group By Option.
  • Use Change calendar view, Go to today, Go to next period, and Go to previous period on the Scheduler Calendar.

Field descriptions​

  • Template Name: The name of the template.
  • Select a Template: The template you choose to use.
  • Event Template Detail: The template detail view for an event template.
  • Event Type: The type used for the event.
  • Title: The event title.
  • Description: The event description.
  • Location: The event location.
  • Meeting URL: The meeting link for the event.
  • Modality: The modality for the event.
  • Category: The category used for the template or event.
  • Subcategory: The subcategory used for the template or event.
  • Status: The status used for the template or event.
  • Status Options / Type Options: The available status and type options.
  • Add Status Options / Add Type Options: Add options for status or type.
  • Select Default Status / Select Default Type: Set the default status or type.
  • Start Date / End Date: The date range for the event.
  • Start Time / End Time: The time range for the event.
  • Date Range Picker: Select a date range.
  • Time Picker: Select a time.
  • Project: The project associated with the event.
  • Event Settings: Settings for the event.
  • Event Popover Content / Info Content: Information shown for an event.
  • Event card: The event card shown in the calendar.
  • Legend: The legend shown with the calendar.
  • Conflicts Display: Where conflicts are shown.
  • Conflict Absence / Conflict Event / Conflict Trip: Conflict types shown for an event.