Activity Matrix Layouts

In this article

To set up a matrix layout

General FastTab

Cell Functions FastTab

Filters FastTab

View Settings FastTab

Glyph Settings FastTab

Action: Copy From

Matrix layouts (templates) are used to create graphical matrix views of availability and resource assignments.

You can access the layouts via the Role Center, the Reservation and Activity cards, and from the POS.

To set up a matrix layout

  1. Click the icon, enter Activity Matrix Layout, and select the relevant link.
  2. Click the New action.

The tables below list and describe the fields on the Matrix Template Card:

General FastTab

Field Description
Code A unique ID for the template.
Matrix View Specifies which presentation framework to use when displaying the matrix. The user can select the JavaScript framework or the POS framework. We recommend to use the Java script which is a much faster method.

Currently, not all functionality is supported, so the POS framework is also available for backwards compatibility. Currently, the Java script framework only displays the Resources horizontally and can only display one day at a time for multiple resources view. If that is a required functionality, the user can use the POS framework to view those type of matrices.

Description General description.
Interval Type The time interval used to present the availability.

JavaScript framework: If left blank, the matrix will be shown with 5-10-15-30-60 minute dynamic intervals, which the user can select in the matrix view.

Resource Layout POS framework: Available options: 
  • Horizontal
  • Vertical
  • Fixed.

This field specifies if resources should be placed horizontally or vertically in the matrix.

If the Fixed option is set, the Matrix Settings (Menu) must be defined and will be used as a template graphical view. The POS commands BOOKRESOURCE and SELLRESOURCE can be placed on this default menu to indicate resource position. The Time settings on the matrix layout will set the period to check for availability.

Time From/To The time period shown in the matrix.
Use SQL Query This setting forces the system to use SQL query to retrieve the matrix related activities which might improve performance in large installations.
Product Availability Check When the user creates a new booking from the matrix cell, by default the list of products is availability checked and filtered before it is presented to the user. In performance sensitive implementations this can be avoided to speed up the process.

Cell Functions FastTab

Field Description
Cell Pressed Handling POS Framework: Defines the behavioral logic triggered when a user interacts with a cell in the matrix, whether the cell represents an Activity or Unavailability. The default action is None, but the user can also Open the relevant Activity Card or the Reservation Card. There is the option to Change duration that opens a page, which allows the user to change an appointment duration or reschedule it.

Note: On the "Change duration" action, there is also the possibility to open the related cards (Activity and Reservation) via the three dots menu.

Cell Pressed Command POS Framework: Defines the POS command function that is processed when the user clicks a cell in the matrix which presents activity. This is only when the Cell Pressed Handling is set to POS Command, but the user can also Open the related Activity Card or the Reservation Card, depending on the Cell Pressed Handling setup.
Time Pressed Handling POS Framework: Specifies if the list of activities or reservations should be viewed in relation to the selected time.
Resource Pressed Handling POS Framework: Specifies if the list of activities or reservations should be viewed in relation to the selected time.
Drag and Drop Enabled This field has been obsoleted and Drag-and-Drop is always enabled.

Specifies if the user should be allowed to use the drag-and-drop feature to reschedule the activities to another time or resource.

Note: At the time of the drop, the system will check if the destination time and resource(s) are available and capable of handling the activity.

Confirm on Drop Specifies if the user is requested to confirm drag-and-drop, when dropping to the cell during the drag-and-drop process.

Filters FastTab

Field Description
Activity Type Filter for the products that can be booked in the matrix.
Resource Group Filter Filter for what resources are displayed in the matrix.
Resource Attribute Filter Additional resource filtering based on resource attributes.
Resource Location Filter If the resource location filter is blank, the matrix is presenting only resources in the currently active location. Also, if any specific location is set, any drilldowns or listing of activities will be filtered to only show entries from the specified location.

Note: Using standard Business Central filtering format, it is, however, possible to set the location filter to be able to present multiple locations in the matrix. The resource columns or rows are then presented separately for each location.

Check Resource Schedule If the resources are schedule based, then days and times that are not scheduled are excluded from the view. This is useful for displaying resources that present courses and/or classes with specific schedules.

View Settings FastTab

Field Description
Matrix Settings (Defaults) The POS menu settings used as default values for the presentation of the matrix. If you leave this field blank, the default value will be used.
Resources Skin The POS GUI scheme of the resource cells.
Interval Skin The POS GUI scheme of the interval cells.
Unavailability Skin The POS GUI scheme used to present unavailability.
Assigned Skin The POS GUI scheme used to present assigned cells.
Calendar Skin The POS GUI scheme used to present the Calendar button.
Show No. of Days POS framework: The number of days to show in the matrix section.
Caption Script The label template used to present the cell captions on assigned cells; that is, the information from the activity to be shown in the matrix.
Resource Caption Script The label template used to present the cell captions Resource cells; that is, the information from the resource table to be shown in the matrix.
Tooltip Script The label template used to present the cell detail information from either the Activity or Reservation table. This information will be shown as a tooltip when you hover the mouse over the cell. The script supports HTML formatting.

Note: The tooltip for the resource cell will automatically be showing the capabilities of the resource as well as any day specific comments. The comments are derived from the comment editing on the Resource list and card.

Page Refresh Interval POS framework:

The interval in minutes, when the matrix view refreshes to show the latest information. If this field is not set, there is no automatic refresh of the matrix.
Note: If the page refresh interval is set, the system will try to optimize the speed of the matrix update. This means that every time the user opens a new date in the matrix, that date is kept in memory for faster refresh. The relevant date is not updated from the database, unless the user has inserted or modified entries for that date, or if other users have added or canceled activities. The date is redrawn only when the refresh interval has been exceeded based on the last refresh of the relevant date.

Example:

If the Page Refresh Interval (Min) is set to five minutes, then every time a matrix is drawn for a specific date, it will not be re-processed for the next five minutes, unless the current user adds or changes an appointment. This might be a good option for speed improvements in locations where you do not have constant bookings being entered on multiple user clients, since switching between dates that have already been viewed recently will be very fast.
Note: Even if the matrix is not refreshed and shows availability where there might be none, the user will not be able to book the time, since availability check is always based on the latest information. These refresh changes only apply to matrix run as a page, but not if it is being viewed within the POS as a POS menu.

Also, if an appointment is opened from the matrix and not changed, the matrix is not re-drawn.

Note: If a number of appointments has changed when a date is revisited, for the selected date, the system will force the redrawing of the matrix page. This is because if there are, for example, new activities entered by other users or web API since the date was last viewed, and thus, a re-draw is needed.

Date Format String The date format to be used for the date section in the matrix. See standard Business Central format options for dates.
Progress Bar POS framework: To specify if the system should present a progress bar while drawing the matrix. This should be used when the matrix is presenting a large number of resources or dates and times that might be time consuming to calculate and process.
Resource Image POS framework: To specify if the system should present the image from the Activity Resource card on the cell representing the resource in the matrix. By default the setting is NONE, which means that the resource caption script is used to present the cell caption, but if it is SCALE, or FIT, the resource image is displayed instead, using either scaling or fitting methods. This gives the possibility, for example, to show the resource's or person's picture in the matrix rather than their name only.
Minimum Cell Size JavaScript framework: The JavaScript framework shows the size of the activity "Cell" same as the duration of the activity. This means that if the activity is very short or even has no duration, the appointment will not be shown. So in those cases the user must set the minimum size of the display cell in minutes. This setting will not in any way affect the actual duration of the activity.
Number of Columns JavaScript framework: The minimum number of resources displayed horizontally. Matrix will be able to scroll, if number of resources exceeds the number of columns.

Glyph Settings FastTab

Field Description
Glyph 1-4 Script There are four possibilities to add glyph information in each matrix cell. The script controls what information is shown based on the activity occupying the cell.
Glyph 1-4 Offset The POS GUI offset for the glyph text.
Glyph 1-4 Position The position of the glyph text in each cell.
Glyph 1-4 Font The font to use for the glyph text in each cell.

Action: Copy From

You can copy settings from another template:

  • Simply create your new matrix template, and on the Matrix Template Card click Copy From and pick the template you want to copy from.