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Resources View

In enterprise resource management, there are often scheduling, allocation, and coordination needs—such as booking meeting rooms, dispatching vehicles, or assigning employee shifts. The Resources View is a time-based visualization tool that displays resource allocation in a list format within a calendar. This allows you to quickly identify which resources are available or occupied and make appropriate scheduling decisions.

Meeting Room Booking Example:

Resource Management​

A resources view typically consists of two key components: the resource entity and the time allocation.

  • Resource Entities

    Resources can be people, business objects, or specific statuses of those objects. The following field types are supported as resource fields:

    • Members, Department, and Org-Roles fields

    • Single-Select, Multi-Select, and Level fields

    • Relationship fields (single/multiple records in card/dropdown format)

    • Foreign fields (data storage)

  • Time Allocation

    Two date/time fields are required to define the start and end times for each resource assignment—for example, the start and end time of a room booking. These will be visualized as bars on the calendar.

Example: Meeting Room Booking​

This example demonstrates how to use the resources view for managing and reserving meeting rooms.

1. Create a Resource Worksheet – Meeting Room Worksheet​

Start by creating a worksheet for managing meeting room data.

2. Create a Booking Worksheet – Meeting Room Booking Worksheet​

In this worksheet, configure the following fields:

  • Booking Purpose

  • Booker (person)

  • Resource Field: e.g., Meeting Room, related to the Meeting Room worksheet (can be single or multiple records)

  • Time Fields: Start and End times for the meeting

If you only need to display the meeting room name during booking and don’t require additional meeting room details, you can use a Single Select field instead of creating a separate meeting room worksheet.

3. Add Records​

4. Create a New Resource View​

Click the "+" button to add a new view, and select Resources View.

Select the related meeting room field as the resource field.

Configuring the Resources View​

The resources view includes a Resource Panel on the left and a Calendar Panel on the right.

Resource Panel Settings​

  • Display Items

    Choose which resources to show (e.g., only show specific meeting rooms or those in a certain status). Up to 50 resources can be displayed.

  • Display Fields

    In addition to the title field, you can choose to show extra information, such as capacity or available equipment.

  • Cover Image

    Shown to the left of the title. You can select how it is displayed and whether clicking it opens the record details.

Calendar Panel Settings​

  • Start and End Fields

    Specify which date/time fields to use for the time bar display.

  • Default View

    The calendar supports Year, Month, Week, and Day views. You can set the default view and allow users to toggle manually.

  • First Day of the Week

    In weekly view, choose whether to start the week on Monday, Sunday, etc.

  • Show Weekdays Only

    For example, in meeting room scheduling, weekends might not be used. You can configure the view to only show Monday to Friday.

  • Show Work Hours Only

    Define business hours to improve visibility and exclude off-hours.

  • 24-Hour Format

    Determines whether time is shown in 24-hour format or AM/PM.

Record Color​

By default, time bars are displayed in blue. If the record includes a Single Select field, its color will reflect the selected option.

Quick Actions​

  1. Click the add button next to a resource to quickly create a record.

  2. Drag the divider between the resource and calendar panels to resize the resource panel.

  3. Drag the left/right edges of a time bar to modify start/end times. Drag the whole bar to move the schedule or reassign it to a different resource.

  4. Click arrows to navigate to the next or previous time period (e.g., next week).

  5. Export the current view as a PNG image.

  6. Switch calendar display modes (Day/Week/Month/Year).