Configuration

Making activities accessible in the planning board

Administrators can customize the list of the types of appointments to be made available in the planning board via the “Administration/Activities/Subtypes” section in JustRelate CRM. All appointments with a subtype for which the "To be released" flag is set are made accessible to the planning board.

You can also configure the types of the appointments to be exported to the planning board via the PSA_PLB_ACTIVITY_FILTER variable. The format of its value is <include>!<exclude>. The types referenced in the optional exclude list are removed from those in the include list.

There are two special keys for specifying multiple types:

  • #PLN refers to appointments of all types for which the “To be released” flag is set.
  • #FRE refers to appointments of all types for which the "Free" flag is set.

Examples:

  • #PLN: Exports only plannable types (this is the default).
  • !#FRE: Exports all types except the free ones (such as MILESTONE).
  • !HOMEOFFICE,MILESTONE: Exports all types except HOMEOFFICE and MILESTONE.
  • SVC_ACTION,MAINTENANCE_ACTION: Exports SVC_ACTION and MAINTENANCE_ACTION only.