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23 April 2019, 20:22
Tagging helps you quickly pick the important details for an event. You can tag physical resources or just simple words. This reduces the work needed when adding or updating events by reducing manual typing, eliminating spelling errors, and automating coloring and email alerts, plus much more.

Add and edit your Resources/Tags in Account Settings > Resources. Quick add in the events tagging bar.

Resources/Tags are used to define important attributes in the event like the people involved, the client, a project or job reference, the type of activity or course being done, and even simple words like approved, confirmed, payment received, course completed and any other words you wish to tag.



Simply start to type a persons name, client, job type, status etc into the tagging bar and a list will appear with your matches or the option to add it if it does not exist. Press Enter to quickly tag the first result, and press Backspace to remove the last tag.




These tags are vital for filtering your views, reports and statistics quickly and easily. Being able to report on a persons activity, see all work for a specific client, or find events that need invoicing, can all can be done quickly and easily when you have tagged your events with these.

From the Tagging tab in an event you can access more advanced details.




From your Account Settings page > Groups or Resources/Tags, you can create any number of groups, and within these groups add the resources/tags you need.

From the View settings icon (top right) you can choose how these resources/tags are shown in your schedule and events. Any with a background color (not white) will be shown first. Choosing Detailed will show the colored bar and the name, choosing Minimal will just show the bar with no text, or you can choose Hide to see none.

In the Timeline view colored bars are not shown in the event for the same resource, e.g. A resource row called Fred will show all other colored bars except Fred, as you are already looking at the event in this row so the tag is not needed.

save,add,resource,tag,tagging,status
23 April 2019, 20:22
Adding resources/tags for your people, clients, equipment, projects, rooms, statuses...

MA
Mark
1 December 2022, 08:25
Each resource has its own unique address and this resource is added automatically. To add other event fields you can use our API to add events rather than an email. Or use Emails with a service like Zapier where you can create your own scripts to extra other data from emails.

MA
Mark
1 December 2022, 08:15
We added the word Locked next to the icon and moved it down a little. Hope the image above helps.

24 November 2022, 12:21
To prevent accidental or unauthorised changes to an event, they can be locked, and only changed once they are unlocked. Only an administrator or the user that locked an event can unlock it.

This feature is great to lock an event in place once its date and time is fixed and confirmed with a client or attending resources. Or to ensure its not accidentally changed without someone making a specific effort to unlock it first. All unlocking actions are recorded in the events activity log.

Events can be locked by clicking them in the schedule and choosing Lock from the quick edit menu, or from the event settings menu from within an event.







Locked events show a small padlock icon in the popup details, and in the event if turned on in the view settings.




JO
Joshua
30 November 2022, 23:19
Excellent, thank you Mark - Just an update that the padlock that appears when hovering over an event seems to have disappeared

JO
Joshua
29 November 2022, 01:23
Hi guys, is there any way to tag resources with this feature, similar to the way we use the # to set times?

As an example, I would like to tag a vessel and the time.

MA
Mark
28 November 2022, 08:25
Thank you Joshua. Just added this for you under the view settings.

JO
Joshua
28 November 2022, 08:14
Brilliant, thanks for adding this functionality - It would also be useful if the lock icon was visible on the event in the timeline (without having to hover over it)

24 November 2022, 12:20
Lock (locked) events to prevent accidental or unauthorised changes

14 September 2016, 08:32
Yes we offer a REST API to allow access to the data in your online account. In addition we have Webhooks that can send information to other services based on actions that happen in your account.

We also partner with Zapier to make integration with our API even quicker and easier. Connect to 1000+ of your favorite tools with our Zapier app. Get our Zapier app here.

Within our API we use Hypermedia to allow you to explore the API and its calls. You can use many API browsers to see and interact with the API for your account like Postman. Once you are logged into your account simply start your API browser and point it to https://www.scheduleit.com/api/.

API calls are made via the HTTP methods GET, POST, and DELETE. The responses return status codes indicating success or failure, along with any applicable headers, and JSON representing the affected fields (or nothing) in the message-body.


Security & Access

Authentication to the API is normally done using HTTP Basic Authentication where your account login (account number_login name) and password are required. You can also enter a login name and password in the URL parameters, and if accessing via your browser with a valid login token then access is automatically granted. The most compelling aspect about HTTP Basic Authentication is that it's simple, and you should of course always use HTTPS when submitting HTTP Basic Authentication credentials.

Although the connection between you and our servers is encrypted and protected by the SSL layer it is advised not to put your login details as URL parameters where possible. These could be stored in the clear in our server logs as well as being visible to snooping if your SSL connection is not secure.


URL
https://accountnum_loginname:password@www.scheduleit.com/api/

cURL
$ch = curl_init('https://accountnum_loginname:password@www.scheduleit.com/api/');
curl_setopt($ch, CURLOPT_HEADER, 0);
$output = curl_exec($ch);
curl_close($ch);


cURL
$ch = curl_init('https://www.scheduleit.com/api/');
curl_setopt($curl, CURLOPT_HTTPAUTH, CURLAUTH_BASIC);
curl_setopt($curl, CURLOPT_USERPWD, 'accountnum_username:password');
$output = curl_exec($ch);
curl_close($ch);

cURL
$ch = curl_init('https://www.scheduleit.com/api/');
curl_setopt($ch, CURLOPT_HTTPHEADER, array('Authorization:Basic '.base64_encode('accountnum_username:password').''));
$output = curl_exec($ch);
curl_close($ch);

Base64 Encoding Tools





Retrieving User Information

Data is request via the URL path and additional parameters.

URL
https://accountnum_loginname:password@www.scheduleit.com/api/

cURL
$ch = curl_init('https://accountnum_loginname:password@www.scheduleit.com/api/');
curl_setopt($ch, CURLOPT_HEADER, 0);
$output = curl_exec($ch);
curl_close($ch);





API ROOT

The root path for all API calls is https://www.scheduleit.com/api/



GET

HTTP GET requests are used to retrieve data without directly modifying it, in json format.

  • /api/data set name (returns a simple summery of the top 10 records if no additional query parameters are sent)

    /api/groups

    /api/resources

    /api/events

    /api/labels

    /api/reports


    Unless specific fields are specified only a summary is returned. You must specify the fields if you need additional record information.

    Get the ID and Name fields from all your Groups

    /api/groups?fields=id,name


    Get the id, name and email addresses from all your Resources

    /api/resources?fields=id,name,email


    Get the ID, Start and Title from all your Events within the default date range

    /api/events?fields=id,date_start,title


  • /api/data set name/data record id (returns ALL the available fields of the requested record)

    Get ALL fields from Event where the Event ID is 1234

    /api/events/1234


    Get the title of your Events where the Event ID is 123456

    /api/events/123456?fields=title




    Search the data sets for multiple records.


    Event search:
  • search_id=search id
  • search_title=search text
  • search_name=search text
  • search_completed=search completed
  • search_date_start=search date
  • search_date_end=search date
  • search_owner=search with tagged resource using resource id
  • search_date_modified=(>,<,!) search date (e.g. search_date_modified=>2022-01-31)
  • date_range_from=search date
  • date_range_to=search date
  • search_istask=search for tasks (1 or 0)
  • search_isnodate=search for events with no date (1 or 0)

    Resource search:
  • search_id=search id
  • search_name=search name
  • search_owner=(,!) search within a Group using group id
  • search_data1=search details 1
    ...
  • search_data10=search details 10
  • search_date_modified=(>,<,!) search date (e.g. search_date_modified=>2022-01-31)

    Group search:
  • search_id=search id
  • search_name=search name
  • search_date_modified=(>,<,!) search date (e.g. search_date_modified=>2022-01-31)


    Get any Events linked to a resource with the ID 123, 123 OR 456, and 123 AND 456

    /api/events/1234?fields=id&search_owner=123

    /api/events/1234?fields=id&search_owner=123,456

    /api/events/1234?fields=id&search_owner=!,123,456


    Get Events for 2018

    /api/events?date_range_from=2018-01-01&date_range_to=2018-12-31


    Get Events where the start date is from 2016-01-01, and where the title contains the word 'test'

    /api/events?date_range_from=2016-01-01&date_range_to=2020-01-01&search_title=test


    Polling for all records should never be used and may cause access to your API to be limited or blocked. Occasional polling is sometimes allowed to find new or recently updates records. If you are polling ensure your polling time is no more than every 20 minutes depending on the size of the data set returned.

    Get data that was added or updated after a date, on date, before date, and not on date...

    /api/events?search_date_modified=>2018-01-01 (after date)

    /api/resources?search_date_modified=>2018-01-01 (after date)

    /api/groups?search_date_modified=>2018-01-01 (after date)


    /api/events?search_date_modified=2018-01-01 (on date)

    /api/events?search_date_modified=<2018-01-01 (before date)

    /api/events?search_date_modified=!2018-01-01 (not on date)



    Get Groups where the ID is greater than 10 but less than 200

    /api/groups?search_id=>10,<200





    Sort the returned records with the specified fields.

  • sort=field names

    Get the Name of your Groups and sort by the Name then descending by ID

    /api/groups?fields=name&sort=name,-id



    Get the ID of the last modified Event

    /api/events?fields=id&sort=-date_modified&limit=1





    Return up to the specified number of records.

  • limit=search value

    Get the Name of the first 5 records from your Groups

    /api/groups?fields=name&limit=5


    Get the Name and the first 500 records from your Resources

    /api/resources?fields=name&limit=500






    POST

    HTTP POST requests are used to add or update data to your account. Returned response is in json format.

  • POST /api/data set name


    Create a new event by posting to...

    /api/events/


    Create a new group by posting to...

    /api/groups/


    Update an existing event with the ID of 1234

    /api/events/1234


    Add a new Event

    cURL
    $ch = curl_init();
    $fields = array(
    'title' => 'the title',
    'owner => '220',
    'date_start' => urlencode('2016-09-29 09:00:00'),
    'date_end' => urlencode('2016-09-29 17:00:00'),
    'notes' => 'the notes',
    'custom1' => 'custom 1',
    'custom2' => 'custom 2',
    'custom3' => 'custom 3',
    'custom4' => 'custom 4',
    'custom7' => 'custom 7',
    'custom8' => 'custom 8',
    'custom9' => 'custom 9',
    'starticon' => '1',
    'color_text' => '#66FF66',
    'color_back' => '#FFFFFF',
    'priority' => '7',
    'completed' => '75'
    );
    $post_data = '';
    foreach($fields as $key => $value) {
    $post_data .= $key.'='.$value.'&';;
    }
    rtrim($post_data, '&');
    curl_setopt($ch, CURLOPT_URL, 'https://accountnum_loginname:password@www.scheduleit.com/api/events');
    curl_setopt($ch, CURLOPT_POST, true);
    curl_setopt($ch, CURLOPT_POSTFIELDS, $post_data);
    curl_exec($ch);



    Add a new Resource

    cURL
    $ch = curl_init();
    $fields = array(
    'name' => 'the resource name',
    'owner' => '10,456,789',
    'email' => 'fred@example.com',
    'color_back' => '#A9f5A9',
    'color_text' => '#66FF66',
    'color_event_back' => '#FF0000',
    'data1' => 'Manager',
    'data2' => '',
    'data3' => '',
    'data4' => '',
    'data5' => '',
    'data6' => '',
    'data7' => '',
    'data8' => '',
    'data9' => '',
    'data10' => '',
    'skills' => '123,456,678',
    'geonav' => ''
    );
    $post_data = '';
    foreach($fields as $key => $value) {
    $post_data .= $key.'='.$value.'&';
    }
    rtrim($post_data, '&');
    curl_setopt($ch, CURLOPT_URL, 'https://accountnum_loginname:password@www.scheduleit.com/api/resources');
    curl_setopt($ch, CURLOPT_POST, true);
    curl_setopt($ch, CURLOPT_POSTFIELDS, $post_data);
    curl_exec($ch);


    Add a new Group

    cURL
    $ch = curl_init();
    $fields = array(
    'name' => 'the group name',
    'color_back' => '#66FF66',
    'positionv' => '5',
    'min_resources' => '0',
    'max_resources' => '0',
    'hide_from_main' => '0',
    'hide_from_event' => '0'
    );
    $post_data = '';
    foreach($fields as $key => $value) {
    $post_data .= $key.'='.$value.'&';
    }
    rtrim($post_data, '&');
    curl_setopt($ch, CURLOPT_URL, 'https://accountnum_loginname:password@www.scheduleit.com/api/groups');
    curl_setopt($ch, CURLOPT_POST, true);
    curl_setopt($ch, CURLOPT_POSTFIELDS, $post_data);
    curl_exec($ch);





    DELETE

    HTTP DELETE requests are used to delete data from your account. Returned response is in json format.

  • DELETE /api/data set name/record id

    cURL
    $ch = curl_init('accountnum_loginname:password@https://www.scheduleit.com/api/events/123456');
    curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'DELETE');
    curl_setopt($ch, CURLOPT_POSTFIELDS);
    curl_exec($ch);



    api documentation notes spec webhook


  • 20 November 2022, 10:17
    The Watch List is used to allow you to monitor your database for a specific list of events you choose. They are shown in a panel on the right of your Timeline view and can be clicked to open or dragged onto your schedule.

    Some examples of how you can use the Watch List :
  • Monitor when events are added to a specific resource like Urgent or Breakdowns so they can be seen and planned quickly.
  • Use No Date events, or use a resource like Pending as a holding area for events you want to plan. The Watch List can show these ready for you to simply drag and drop them into your schedule.
  • Show a list of all your Tasks due in the next 7 days so you can work through them like a personal task list.
  • Keep a watch on all the events added or changed today.

  • Use the Advanced Filter and save a filter with the event search criteria you need, then in Watch List select the saved filter.


    20 November 2022, 10:16
    Use the Watch List to track and monitor events

    9 November 2022, 17:10
    Auto Zoom will find any events that can be seen and will automatically take you to them by changing the date and days shown in the Timeline view. Auto Zoom can be selected from the date range menu at the top.

    Selecting Auto Zoom will automatically change the start date you are viewing to the be the same as the first event available to view, and change the range of visible dates to include the last event available to view (to a maximum of 1 year).

    This feature can be great to find a set of filtered events that may not be in your current view as they start later in the year or your current date range is too small. Auto Zoom should be used when you have a filter applied or a limited number of events to show so that it can optimise the number of days in view.


    13 November 2022, 15:49
    The Timeline View allows you to view any range of events from 1 day to year for all your resources or just a filtered few.

    Using the arrows at the top center of the page allows you to jump back and forward in your timeline by 7 days. Use the scroll bar at the bottom of the page to move any amount of days. As you pause scrolling to look at a specific date range any events will be shown automatically.




    Use the range selector at the top to pick the number of days shown from 1 day to 1 year, or press the Auto Zoom to automatically fit the timeline to the visible events. Learn more about Auto Zoom here https://www.scheduleit.com/faq/11162/



    Schedule it Ltd
    /faq/0/schedule-it-faq

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