24Planning Documentation

Dynamic Fields

Dynamic fields are fields that will be shown in the event details (for planned events) or as columns in the sidebar (for unplanned events) or in the left pane for Resource Planning or Gantt Chart.

By default, 24Planning will generate dynamic fields for fields that are standard shown. These dynamic fields also specify the sort order. You can modify these standard dynamic fields and if desirable, create extra dynamic fields to show additional info required for appropriate planning.

You can configure the following parameters:

  • Field Reference: API name of the field that should be added as a dynamic field.

  • Read Only: Specifies whether this field is editable in the planning board.

  • Type: select whether this dynamic field should be shown for planned events, unplanned events, resources (in the left pane for resource planning) or in the Gantt Chart left pane. Note that lookup dynamic fields are supported only for events (not for unplanned events, resources or Gantt Chart left pane).

  • Order: determines the order in which the dynamic fields are shown.

  • Sorting: determines the sorting order for unplanned events (right-hand-side pane) and resources (left-hand-side pane). When multiple sorting fields are active at the same time, the higher number will be the first sorting criterion. In the example below, the left-hand-side is first sorted according to the resource name and then according to the datasource, note the 1 and 2.

image-20260113-100649.png

It is also possible to apply grouping at the left-hand-side. In the example below, we group based on the datasource:

image-20260113-100510.png

To configure grouping, you need to set the following fields within the Dynamic Fields defintion:

  • Group: Checkbox, when checked grouping will be applied on this Dynamic Field.

  • Grouping: Numeric value. Grouping can only be applied on one field, and the field with the highest numeric value will be the field chosen.

  • Group sort direction: Ascending or descending.

In some case you will want to work with multiple datasources in the same dataset. When you define dynamic fields for multiple of these datasource, 24Planning will ‘merge’ the fields from different datasources if these are the same field field of the same object. The behaviour of 24Planning is as follows:

  1. Unplanned Events: the field with the highest order will be used. This means if the config of readonly, hidden, … is different between the two datasources the dynamic field config with the highest order will be used to display the column.

  2. Event Filter: same applies as for unplanned Events.

Hiding default fields

When you doubleclick on an event in the planning board, it will show a number of default fields, as shown in screenshot below.

image-20240418-080509.png

You can hide the default field by configuring a dynamic field on a datasource with the following names:

  • sfy24__name: the name field of the event, unplanned event or resource

  • sfy24__duration

  • sfy24__dataSource

  • sfy24__resourceId: the resource field in the event or unplanned event

  • sfy24__startDate

  • sfy24__endDate

When you check the hidden checkbox, the default field will not appear in the planning canvas and/or the unplanned events sidebar.

For example, in case you would like to hide the Datasource column (shown next to the resource column) and the following configuration for a dynamic field:

image-20241218-131508.png
Hiding the datatasource column in the planning board.

Note: if you are upgrading from an older 24Planning release, you may need to first add the Hidden check to the Dynamic Fields page layout.