Gantt View

Introduction

Feature(s)

The Gantt view shows the sequence and duration of data through the activity list and time scale. Through the Gantt view, you can strictly control and manage the project plan, progress, and requirements.

Application Scenario(s)

Preview

Taking a development project as an example, you can view the progress of the project based on entered project phases, as follows:

Setting Procedure

Creating a View

1. Select a form, and click Edit.

Go to Publish > Views, and click New View.

2. In addition to creating views in Publish > Views, an admin with corresponding view permissions can also create views by clicking New in the permission set.

Basic Settings of a View

1. Basic information.

After a new view is added, rename the view as Gantt View. Select PC under Default Style, and select Gantt under Type.

2. Set Display Fields.

Select the fields that need to be displayed in the view.

Note:

1. If there are multiple subforms in the form, only subfields in the same subform can be added as display fields. For example, if fields in subform A have already been added, fields in subform B cannot be added.

2. Up to five fields can be added, and the Record Title field counts toward the maximum number. For example, if you have ticked the Title field, you can add another four fields at most.

3. Set Date.

a. In the project plan, the Date includes the Start Time and End Time of the project. The Gantt chart can be fully displayed only by setting Display Fields and Date. Start Time and End Time must meet the following conditions:

b. The Gantt chart will not display the corresponding time bar in the following cases:

4. Sort fields/records.

a. Sort fields.

Field order is the sequence of fields displayed in the view. When setting the view, you can adjust the field order by dragging and dropping the fields:

b. Sort records.

Sorting records refers to row sorting, which controls the display order of records in rows. Click Add Sort under Default Sorting Rules, then customize a sorting order.

Note:

Each field can only be included in a sorting rule once, and you can add a maximum of five sorting rules.

5. Set Progress.

When you select the corresponding progress and hover the mouse over the record, the corresponding progress data will be displayed in the pop-up display box.

The fields selected from the drop-down list of progress need to meet the following conditions:

6. Set Zoom Level.

The Gantt chart can be zoomed into four dimensions: Day, Week, Month, and Quarter.

7. Set Data Label.

a. Select the corresponding data label, and the corresponding data will be displayed on the Gantt chart. For example, if progress is selected as the data label, the corresponding progress data will be displayed on the Gantt chart.

b. Field type of data label.

Field types supported to be set as the data label are as follows:

c. Field rules.

8. Set Color.

You can choose the view color of the Gantt chart based on your needs in the following two ways:

9. Add filter conditions.

When setting views, you can add corresponding filter conditions based on your needs in Default Filter Conditions:

Note:

When you filter data based on the Date&Time field, you can set a dynamic filter condition. Set the filter relationship as is within, and you can select the following filter values:

Today, Yesterday, Tomorrow, This Week, Last Week, Next Week, This Month, Last Month, Next Month, This Quarter, Last Quarter, Next Quarter, Last 7 Days, Last 30 Days, This Year, Last Year, Next Year.

Saving and Setting Application Scope

After all settings are completed, click Save. If you save the Gantt view for the first time, you can directly set the application scope of the view. For details, see Views in Permission Sets on PC.

Granting Permissions

Go to Publish > To Members, and you can assign permissions to members who can use this view.

Demonstration

1. Add records.

Members with permission to add records can click Add to add records in this Gantt view.

2. Batch settings.

Select multiple records, then export, delete, and edit them in batches.

3. View records.

4. Modify records.

Members who have permission can modify the time of the project based on the project's progress through the view.

Note:

Dragging the time bar normally triggers actions such as Data Linkage, Formula, and Automations.