- In this lesson:
- 1Add and populate activities
- 2Batch edit activities
- 3Manage the object selector
- 4Create preferred table view
- 5Delete and copy activities
- 6Rearrange activities
- 7Add activities in a calendar
Add and populate activities
Start to add activities by pressing the button in the left corner of the page “Add new activity”. One row will be corresponding to one activity. Each column within the row can be populated with data, some are optional and some are required. Use the keyboard to tab through the table to the next column or simply use the mouse to click.
The design of the table will be configured by each organisation, hence the print screens in this article are only examples. This means that the requested information, i.e the columns can be totally different, but there are some standard concepts:
- Object selector: In all columns where an object is asked for, such as teacher, activity type or similar, a long list of objects pops-up as soon as the field is highlighted. Type to search for the right object(s) directly in the field.
- Week picker: Select what week the activity should take place. Click on the dates to select the right weeks.
- Duration: Add the length of the activity in hours and minutes
- Required field*: If a field is marked with a red asterisk it means the information is required in order to submit the form
- Text field: Usually a comment field or similar, write directly in the field
Batch edit activities
The activities can be populated with information one by one or in batch. Use the checkboxes in the left side of the table to select specific activities. Click on the checkbox in the header to check all or to uncheck all.
Once selected, click on the “Edit selected rows” and receive a pop-up. When a value is added into the pop-up, this will impact all selected activities.
Manage the object selector
In all columns where an object is asked for, such as teacher, activity type or similar, a long list of objects pops-up as soon as the field is highlighted. Use your mouse to select the certain object, or use your keyboard to manage the object selector.
- Free text search: Start to search the list by free text search directly in the field
- Relates objects: The list of objects can be filtered already depending on a relation to another selection made in the form. E.g the course event has related teachers, then the list is already filtered based on that relation. To see all objects, uncheck the box “Show related objects”.
- Arrow up & down: Use the arrows upp and down to go trough the list and press enter to select.
- Select multiple objects: Sometimes multiple objects are allowed, then the list will stay open even after the first selection is made. Selected objects are highlighted in grey. Close the list when done.
Create preferred table view
In many cases, the table can be a very long list of activities. Therefore there are some tip and trix to filter out and overview the desired information.
- Filter every column: All columns in the table can be filtered based on the content of the column. Hit the filter icon in the top column header and use the checkboxes to create a filter. “Check all” to select all or to remove the filter.
Hide columns: All columns might not be interesting to view at the same time, therefore some of them can be hidden in order to increase focus and decrease potential horizontal scroll. The button to “Hide columns” can be found in the right bottom corner of the table. Use the toggles to hide or show preferred columns.
- Resize columns: The columns can be resized by clicking hover between two columns in the column header. Find the spot where the pointer turns into a “resize icon” and simply expand or collapse the column my moving it horizontally.
Delete and copy activities
In order to create multiple activities with similar content, activities can be duplicated in the table. Right click on the activity that should be copied and select to “Duplicate row”. The duplication will always end up right below the row that was selected. There is no need to select the row with the checkboxes in the table, simply right click on the desired row. Use the same right click to delete single activities.
Delete multiple activities: To delete multiple activities, use the checkboxes to select the right rows and press the button in the left bottom of the page “Delete selected rows”.
In order to change the sequence of the activities the rows can be rearranged in a few ways.
- Insert rows: Additional activities can be added anywhere in the table by using the right click menu. Select the activity where an activity should be added, and select to “Insert row above” or “Insert row below”.
- Drag and drop: The sequence of the activities can be rearranged to drag and drop. The option to drag and drop can be found in the left side of the table. Hover the “drag and drop icon” and use your mouse to move the row up or down once the pointer has turned into a hand. Visually the whole row will not move, only the first three columns where the number can be followed to keep track of the dragging and dropping.
Add activities in a calendar
If the form is designed with an additional calendar to the table, there are some additional functionality which will be covered below. However, the majority of the above features are also applicable in the calendar table.
Activities are added in the calendar by selecting the day and time for the activity, and then highlighting the area from where the activity should start to where it should end. The activity is then added in the calendar as well as a corresponding row in the table below.
- Recurring vs individual mode: In the top right of the calendar there is an option to select either recurring or individual weeks mode. Recurring is default and all weeks for the scheduling period are selected. If an activity is added to the calendar, the activity multiplies with the number of selected weeks. Switch to individual weeks mode if adding activities one by one is preferred.
Select all day: There is an option to create an activity for the whole day in one single click, the button can be found in top of the day and date in the calendar. This could be beneficial if working with availability or unavailability.
Identify activities: If an activity is selected in the calendar the below table will scroll to highlight the corresponding row in the table below. If multiple activities are selected in the calendar, the table will scroll to highlight the first activity of the selection. Press “Edit selected rows” to edit all activities.
Rearrange activities: To change the sequence of activities in a calendar section, use the calendar to drag and drop the activity. To move activities between weeks, edit the date and time in the table.