Configuring Work Plan and Task Tooltips
Work Plan and Task tooltips are configurable. Service Board ships with two preconfigured Tooltip Definition records, Service Board Default Work Plan Assignment Tooltip and Service Board Default Service Task Tooltip, which are user-configurable. If these default Tooltip Definition records meet your organizational requirements, you can use them immediately. If needed, you can either customize these Tooltip Definitions or create custom tooltips to meet your organizational requirements.
To create a custom Work Plan or Task tooltip, you configure a Tooltip Definition record, define code to automatically generate information when users move their mouse pointers over an Work Plan Card or Task Card, and then configure key-value pairs in the Tooltip Settings record.
To configure Work Plan and Task tooltips:
1. To customize an existing Tooltip Definition, in Max Designer, click Development Tools (
) > , and then in the left pane, search for and select the Tooltip Definition object.
) > , and then in the left pane, search for and select the Tooltip Definition object.2. In the left pane, click Records, and then in the list view, click click Service Board Default Work Plan Assignment Tooltip or Service Board Default Service Task Tooltip.
3. On the record page, update the field values you want to customize, and then in the top left corner, click Save and Close (
).
).4. To configure a custom tooltip, do one of the following:
◦ Follow the steps in Configuring Tooltip Definitions to create a Tooltip Definition record, and in the Related Object field, select either the Work Plan Assignment or Service Task object as applicable.
◦ Copy or clone the Tooltip Definition record you want to customize, update the values, and save the record with a different name and identifier.
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Several values in the Code field in both the Service Board Default Work Plan Assignment Tooltip and Service Board Default Service Task Tooltip records implement the following behaviors:
• The TOTAL_HOURS_PLACEHOLDER value is replaced dynamically with the total duration of the Work Plan or Service Task when the tooltip is rendered.
• The svmx_dc_initial_work_plan and svmx_dc_initial_service_task translation records render as Initial Work Plan and Initial Service Task in tooltips in cases where the Sequence value for the related record is equal to 1.
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5. Follow the steps in Configuring Tooltip Settings to configure a key-value pair for the new Tooltip Definition record in the Tooltip Setting setting with one of the following keys:
◦ svmx_work_plan_assignment::card_tooltip
◦ svmx_service_task::card_tooltip