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Manual Configuration: Objects

Not all configuration fits neatly into the available tools. If you want to make the most of your scheduler, you will want to know how to configure objects and fields manually to tweak the system to your liking.

Isimio’s schema configuration is kept in the object Schedule Object, and its child object Schedule Field. Records in these objects tell the scheduler what data to load and how different elements behave. A Schedule Object record tells Isimio to query a particular object from the database. This object can be used as rows, as scheduled records, or it can be loaded for a custom purpose – such as when building a plugin.

When creating a new Schedule Object, the Name field should correspond to the API Name of the object you want to load. This can be a standard Salesforce object like Account or Contact, a custom object like Appointments__c, or an object from a managed package, like kruvi_staff__Shift__c.

The Filter field contains a SOQL where clause, which will be used when querying data. See the selecting which records to display article for specific instructions and examples.

The Load Order field controls the order in which objects are queried in the system. The higher the number, the lower the object will be in the load order. While it should not have any effect in normal use, it allows a level of flexibility when developing custom plugins.

The Scheduled Record and Row Record checkboxes control the behaviour of the object. An object marked as Row Record can be used to create the swimlanes. A Scheduled Record shows as records inside the grid. A single object can be both row and scheduled, although it is not very common.

The Default checkbox affects scheduled and row objects differently: a default Row object will be shown by default when the scheduler first loads. If you have several row objects, use this checkbox to control what rows are shown to users by default. A default Scheduled object controls which kind of record is created when double-clicking on an empty grid cell, and the first option that appears in the context menu (right-click).

The Timezone Field is a Salesforce relational path that points to the field that contains the record’s time zone. This field may be on the same object, or on a related object that is also loaded into Isimio. For example, the following path is used to set the time zone from the related place record of a shift record:

kruvi_staff__place__r.kruvi_staff__timezone__c

This requires the Place object to be loaded into the scheduler, and for the Place__c field from the shift to be configured on the shift object. The Timezone__c field must contain a valid time zone code.