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View-Only 24Planning Access

It is possible to create a view-only 24Planning view.

Please proceed as follows:

  • Navigate to Setup > App Manager and select to the app for which you want to add a read-only planning view.

  • Select Page , New Page, App Page and give the page a label.

  • Drag-and-drop the 24Planning component onto the canvas. Select it and check the View Only checkbox in the right panel.

  • Save and Activate the page.

  • Verify that the page is added to your app.

The view-only Planning view has the following configuration options:

  • Default DataSet: the dataset that is shown when opening the record page

  • DataSet Selection Allowed: when unchecked, users will not be able to switch between datasets.

  • View Only: when checked, users will only be able to open 24Planning in a view-only mode.

  • Height: the height of the component.

image-20241216-122340.png

View-only users also need a 24Planning license.

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