Getting started

The following guide provides the steps to implement a first version of your dynamic scheduling workflow. Review the referenced documentation in each section for more information.

1. Create core Ontology objects

You must create the following core object types to build a dynamic scheduling workflow:

• Create a Schedule object type. This represents the events, assignments, or slots to which resources are allocated. For example, your Schedule object type may be Maintenance Tasks, which need to be assigned to Technicians.
  • The object type must have properties that hold foreign keys to create relations with the resource(s) object types.
  • This object type can have a fixed duration Boolean property to enforce or not enforce a static duration of the Schedule.
  • You must enable edits on this object, as the start/end/duration and relations to the resources will be edited throughout this process.
• Create one or more resource object types that represent the resources to allocate to the schedule. For example, the persons that need to work on a task (the Technician).
• Create links between the Schedule object type and the different Resource object types.
• Create a save handler action for each Schedule. See drag and drop for more information.
  • A save handler must modify the following parameters on the Schedule object. Each parameter must be marked as optional.
    • Resource ID (the foreign key to the resource object)
    • Start Time
    • End Time

Review the dynamic scheduling Ontology primitives documentation for more information about the schema of each object type.

2. Configure the widget in Workshop

With the core objects created, you can now configure the widget for use in Workshop.

At minimum, the scheduling Gantt chart configuration requires:

• Start and end timestamps: These timestamps define the global bounds of the chart.
• Resource object set: The Resource objects corresponding to each row of the chart.
• Schedule layer
  • Schedule object set: The Schedule objects for this layer.
  • Save handler action: The corresponding save handler action for the Schedule object.
    • You should specify the default save handler action parameters within the configuration options using the widget-provided parameters available in the dropdown.

Review the scheduling Gantt chart widget documentation for more information.