Resource Component

Transcript Summary

Introduction

Hey everybody, Today, we are shining a spotlight on the resource component.

What is the Resource Component?

Unlike the calendar component, which shows records as a label against a date or a time, the resource component adds a third dimension to our data—called a resource. Let’s take a look at an example using a project management solution.

Example: Project Management

Inside this app, we are tracking tasks. Each task has a date range that we use as scheduled work time and a deadline. Each task is assigned to an employee. When using the resource component, we can view it from a month view, drill down into a week view, or even a day view if working across just one day. This allows us to see how tasks are assigned to different employees in the company.

Drag and Drop Functionality

The resource component also allows us to drag and drop tasks across different dates or times. For instance, if we wanted to move a task for Larry Johnson to Tuesday the 16th at 10 AM, we can simply drag it to that date and time.

Managing Unassigned Tasks

Where the resource component really shines is in task scheduling. We currently have two unassigned tasks. While I could manually assign them to someone, we also have the ability to check who is available.

Adding Resources

Inside the builder, we can click on the resource component and configure it. We add a resource label, choose the label field across horizontal dates and times, and set the task name as the label. We also choose the date field we are referencing and assign the resource field to the employee name.

After including all records from the users table, we can now see all employees in the organization and move tasks to them. For example, I can reassign a task to Margaret Anderson by dragging it to her row.

Preventing Double Bookings

This system prevents double bookings by allowing us to assign tasks only to available employees. If we try to assign a task to someone already booked, the system won’t allow it.

Adjusting Timeframes

To change the start or end time of a task, we can drag the handles from left to right or vice versa. For instance, if we change a task’s scheduled date to March 13th from 9 AM to 5 PM, the system updates the schedule accordingly.

Additional Options in the Resource Component

There are many other options available in the resource component. These include:

• Enabling drag and drop functionality
• Viewing record details in a pop-up when clicking on a record
• Enabling a form to add new records
• Setting default display views (day, week, or month)
• Specifying event colors based on record values (e.g., light blue for open progress, yellow for stuck progress, and red for unassigned tasks)

General Options

In addition to resource-specific options, we also have general options like data source filters, filter tabs, and general design options—similar to what you’ll find across other components.

Conclusion

That’s a quick overview of the resource component. Thanks so much for watching, and we’ll see you next time! Take care.