Colour coding works in different ways in the Hourline and in the Long Form. Furthermore, it depends on different settings that can be selected in the Toolbox, Edit Project Window, Edit Contact window, etc.
Sufficient User permissions have to be granted to be able to set up color coding in farmerswife. User Profile > Permission Profile:
TABLE OF CONTENTS
- Use Global Status Colour
- Always Force Preliminary / Planning Colour When Preliminary / Planning
- Use Booking Name Colour
- Use Project/ Client Colour
- Use First Booked Activity Colour
- Use Binder Colour
- Force Hourline Colours Everywhere
- Task options and configurations
- Colour Interactions for Tasks in the Hourline
- Colour Interactions for Tasks in the Long Form
Various options for colour coding are available in the Hourline > Toolbox > Settings > Hourline.
If none of the options are ticked, the Booking will show in its Global Status color. If each of the options are ticked individually only the chosen color coding option works. If however, more than one setting is ticked, a certain hierarchy is established. See below which setting overrides which setting.
- Always Force Preliminary Colour When Preliminary / Always Force Planning Colour When Planning.
- Use Binder Colour.
- Use Booking Name Colour.
- Use Involved User Colour.
- Use Project / Client Colours - Project overrides Client Colour.
- Use First Booked Object Activity Colour.
- Global Status Colour.
Use Global Status Colour
To display Bookings in the Hourline colored by their Global Status Colour, none of the options to color-code must be selected in Toolbox > Settings > Hourline.
Create a Global Booking Status and set the colour here: Toolbox > Settings Tab > Bookings Defaults > Global Status > Server Setup > Modify/ New. Bookings have a Global Status which can be individually set up by the Users with the corresponding Users' Permissions. Each Global Status has a Sub Status that needs to be set when creating it. What the Global Status is called is not relevant, it can be named anything and it can also have any color.
However, the Sub Status is pre-configured and cannot be renamed. There are three fixed Sub Status in farmerswife: Confirmed, farmerswife Colour Coding Booking options and configurations 4 Preliminary and Planning which colors can be changed here: Toolbox > Settings > Display.
A Sub Status with its color can overrule the Global Status color if the corresponding settings in Toolbox > Hourline and Objects Tree > Always Force Planning Colour When Planning and Always Force Preliminary Colour When Preliminary have been set. If for any reason the Booking gets into a Conflict Status the Sub Status Colour of the Booking takes over if these two settings are activated. For more information about the Sub Status behavior and Booking Conflicts refer to the corresponding Toolbox chapter.
Always Force Preliminary / Planning Colour When Preliminary / Planning
These options are first in the hierarchy and they override all the other options to color-code if they are ticked at the same time. If a Booking has a Sub Status either Preliminary (due to a conflict or because it was set to Preliminary) or Planning the Sub Status color overrides any other color coding option that was ticked.
Example:
1. Booking has a Global Status of Confirmed (green) but it is conflicted by another Booking, thus the Actual Status of the Confirmed Booking gets set to Preliminary and the setting "Always Force Preliminary Colour When Preliminary" kicks in. The Booking therefore will be shown in Preliminary color (red by default in farmerswife).
2. When the option Always Force Planning When Planning is selected in Toolbox> Settings tab> Hourline, Bookings which Global Status has as Sub status Planning, will be shown in Planning color (grey by default in farmerswife).
Use Booking Name Colour
A predefined Booking Name which can be created in Toolbox > Booking Defaults > Name/Customs can have a specific color. To create a Booking Name the User Permission 'Server Setup' has to be given as well as access to the Toolbox Settings. See the pictures above.
The Booking Name Colour overrides all the other options to color-code apart from the options Always Force Preliminary/Planning Colour if Preliminary/Planning. So if this option is selected in Toolbox > Settings > Hourline all Bookings displayed in the Hourline will be shown in the color of the Booking Name selected unless there are any Preliminary/ Planning Sub Status to be shown and those options are selected as well.
Use Involved User Colour
If Bookings should be displayed in the User's icon color go to Object Manager > double click on the User > Select either one of the iOS icons or one of the icons with a black border (user1-user25).
When this option is ticked, if a User is involved, the Booking will be displayed with the User’s icon color in the Hourline. This option overrides the Use Project/ Client Colours setting and the First booked Object Activity Colour. If more than one User that has a User icon in the Booking, it takes the color of the last added User.
Use Project/ Client Colour
Bookings can take the Project Colour or Client Color if the setting is activated: Toolbox > Settings > Hourline and Objects Tree > User Project / Client Colours. Once a Project has been given color, the Project will be displayed in that color in the Project Tree and in the Toolbox > Projects tab as well as in the Advanced Project Search. If a Client has been given a color, the Client will be displayed with that color in the Toolbox > Contacts tab and in the Advanced Contact Search.
The Project color overrides the Client color if they both exist. Furthermore, this option overrides the First Booked Object Activity color if the option Use First Booked Object Activity color is selected.
Use First Booked Activity Colour
By activating the setting: Toolbox > Settings > Hourline > Use First Booked Object Activity Colour, the Booking will take the color of Activity (if defined) of the first booked Object in the Booking. To assign color to an Activity, follow the steps below: Go to farmerswife Server Window> Setup> Bookings tab> Activity Colours. Activities with matching names will inherit the color given in the Server Setup.
This setting is the last in the hierarchy, it is only possible to show this color when it is the only option selected in Toolbox> Settings Tab> Hourline. If the Booking does not contain Objects with Activities then the Booking Color will have the Booking Status Color.
Use Binder Colour
Ticking this option will display the booking in corresponding Binder color in the Hourline, the Objects Tree and the Web Client.
Object Tree:
Hourline:
Interactions in the Long Form
- Project Tree
When there is a Project loaded in the Project the following is displayed:
- The Project line or Project Time Range will be shown in the Client Colour. If there is a Project Colour setup for this Project the Project Colour will show as it overrides any Client Colour. If no Project Colour is assigned, the system by default will show the Project line in the light blue color that is set by default as a Client Colour in the Contact.
- The Booking (job itself) will be shown in the Global Status Colour. (Global Status Awaiting Client in the example in light orange-beige).
- The Object/ Objects booked will be shown in the Sub Status Colour of the Global Status Selected for the Booking. (Confirmed Sub Status in the example.)
- Object Tree
In the Object tree, if no special option to color-code is selected, Bookings will be shown in the Global Status Colour (this is different from the Project and Personnel Tree). The color-code options available are:
- Use Project/ Client Colour: It works exactly the same way as explained in the Project tree paragraph above, point 1.
- Always force Preliminary Colour When Preliminary: It overrides the Project/ Client Colour if there is a preliminary Sub Status or Actual Status.
- Always force Planning Colour When Planning: It overrides the Project/ Client Colour if there is a planning Sub Status.
- Personnel Tree
The color of the Booking of a User in the Personnel Tree is determined by the User's Object Status. Default coloring in farmerswife is: Green for confirmed and red for preliminary. (Default colour can be changed in Toolbox > Settings > Display). However if Toolbox > Settings > Object Tree > Use Project / Client Colours is ticked, the Bookings in the Personnel Tree are shown in the Project or Client color. The Personnel Tree displays also the different Personnel Bookings, each of them can be given a color, which can be selected in Toolbox > Settings Tab > Personnel Tree.
Force Hourline Colours Everywhere
NOTE! Since version 6.8 it's possible to force Hourline Colours in the Long Form Project/Object/Personnel Tree.
With this setting enabled, all Hourline colors will be copied to Long Form.
The setting can be found in the Toolbox > Settings > Display:
Task options and configurations
Tasks Types can be given a color in: Server Window > Server Setup > Bookings Tab > Tasks. Tasks display in their predefined color in the Hourline if the Use Project / Client Colours is ticked in Toolbox > Settings > Hourline.
A new feature in 7.1 is that you can now make the Task Colours show independently of any hierarchal colour coding that has been established. In the Toolbox > Hourline > Always Force Use Task's defined colour.
This will allow your Tasks to be shown in whatever colour you have chosen for them. This will be most appropriate if you want your Tasks to be visible outside of your Project related Bookings.
Also if you use this in in tandem with the 'Force Hourline Colours Everywhere' this feature will show up in your Object Tree in the Longform.
Colour Interactions for Tasks in the Hourline
If more than one colour coding option is selected in Toolbox > Settings > Hourline then a hierarchy is established. Below see which setting overrides which setting. The top overrides all other settings.
- Always Force Preliminary Colour When Preliminary / Always Force Planning Colour When Planning
- Use Involved User Colour
- Use Project / Client Colours
- Global Status Colour
- Use First Booked Object Activity Colour
Global Status Colour
If no special option to color-code is ticked in Toolbox > Settings Tab> Hourline, Tasks will be displayed in the Global Status Colour.
Note: If the option Always Force Preliminary Colour When Preliminary and/or Always Force Planning Colour When Planning are ticked and there is a Sub status Preliminary or Planning to be shown, Tasks will show in that color instead of the Global Status Colour.
Always Force Preliminary Colour When Preliminary/ Always Force Planning Colour When Planning
When these options are ticked and there is either a Preliminary or Planning Sub status to be shown, Tasks will be displayed in the Preliminary/Planning Colour. These options override all the others in case there is more than one option ticked in Toolbox > Settings > Hourline.
Use Involved User Colour
When this option is selected in Toolbox > Settings > Hourline, Tasks that have a User assigned will be displayed in the User Colour (if the User has an eligible User icon selected). This option overrides the Use Project/Client Colour and The First Booked Activity Colour.
Note: If the option Always Force Preliminary Colour When Preliminary and/or Always Force Planning Colour When Planning are ticked and there is a Sub status Preliminary or Planning to be shown, Tasks will show in that color instead of the Global Status Colour.
Use Project / Client Colours
If this option is ticked, Tasks will be displayed in the predefined Task color that is set when creating them in the Server Setup > Bookings tab. This option overrides the First Booked Object Activity Colour and the Global Status Colour that the Task has if not booked with an Activity.
Note: If the option Always Force Preliminary Colour When Preliminary and/or Always Force Planning Colour When Planning are ticked and there is a Sub status Preliminary or Planning to be shown, Tasks will show in that color instead of the Global Status Colour.
Use First Booked Activity Colour
The color of the First Booked Activity will only be shown on Tasks in the Hourline if this is the only option is ticked and the User has been booked with an Activity set has been set up in the Server Setup > Bookings tab > Tasks and no Planning or Preliminary Sub Status interferes.
Colour Interactions for Tasks in the Long Form
- Objects Tree
Global Status Colour
Tasks are displayed in their Global Status Colour if no other color coding option in the Toolbox > Settings > Object Tree is ticked.
Note: If the option Always Force Preliminary Colour When Preliminary and/or Always Force Planning Colour When Planning are ticked and there is a Sub status Preliminary or Planning to be shown, Tasks will show in that color instead of the Global Status Colour.
Always Force Preliminary Colour When Preliminary/ Always Force Planning Colour When Planning
If these options are ticked in Toolbox > Settings > Objects Tree, Tasks will be shown in Preliminary or Planning Colour when there is a Preliminary or Planning Colour to be shown. These options override the Global Status Colour and the Use Project/Client Colours.
Use Project /Client Colours
With this option ticked, Tasks will be shown in the predefined Task colors configured in Server Setup > Booking tab > Tasks, unless the options Always Force Preliminary Colour When Preliminary/ Always Force Planning Colour When Planning are selected as well and there is a Preliminary/Planning Sub Status to be shown. - Personnel Tree
There are no special options to color-code available in Toolbox > Settings Tab > Personnel Tree, however, the options selected for the Objects Tree will also apply to the Personnel Tree in relation to color-code options. By default, the Tasks are shown in the Sub Status color. If Tasks should be shown in their predefined Colour, the Use Project / Client Colours must be ticked in Toolbox > Settings > Object Tree.