Difference between revisions of "Basic Workflows for Version 7.1 (Portal)"
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==Using the OnePager Conditional Import Rules Feature== | ==Using the OnePager Conditional Import Rules Feature== | ||
− | The '''Conditional Import Rules''' feature gives you the capability to specify a set of '''rules''' for OnePager to use to control the data '''imported''' from your | + | The '''Conditional Import Rules''' feature gives you the capability to specify a set of '''rules''' for OnePager to use to control the data '''imported''' from your '''source plans''' at the time OnePager is launched. The '''Conditional Import Rules''' feature is easy to use and is an alternative to the process of establishing a '''Flag''' field to control '''source plan''' task/milestone '''imports'''. Further, the '''Conditional Import Rules''' can be changed at any time without the need to make a change to your '''source plan'''. This means that you have to option to create different charts from the same '''source plan''' by merely making alterations to the '''Conditional Import Rules'''. |
For more information on '''Conditional Import Rules''', please see the articles at: [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71 | For more information on '''Conditional Import Rules''', please see the articles at: [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71 |
Revision as of 21:10, 9 November 2021
Contents
Overview
The Getting Started (Portal) 3.0.0-71 articles covered a few ways of creating and updating charts and snapshots. The article links in the next several sections provide you with access to more detailed information and instructions on how to use OnePager for:
- Creating NEW charts
- OPENING existing charts
- ADDING snapshots
- REPLACING snapshots
- Using the Pull-Operation Feature
- Using the Conditional Import Rules feature
There are essentially six (6) workflows categories you can use. The Conditional Import Rules feature can be used on all these workflow categories. Of course, OnePager's flexibility allows you to innovate on your own. Clicking on any of the links in the next section accesses articles where you'll find flow diagrams and a step-by-step procedures on how to accomplish the workflows. At the end of this article are links to cautionary articles dealing with merging wrong source plan tasks during chart updates. It is recommended that these articles be reviewed.
The article links in the following sections use OnePager Pro to illustrate the basic workflows typically used to create new charts, add snapshots to existing charts, and replacing snapshots in existing charts. The Basic Workflows covered in these articles apply equally to OnePager Express and OnePager Bundle.
Creating a NEW Chart
Opening an EXISTING Chart
Opening an EXISTING OnePager Chart 7.5.1-71 |
ADDING a Snapshot via Push Update
ADDING a Snapshot via Push Update to a OnePager Chart 7.7.1-71 |
REPLACING a Snapshot via Push Update
REPLACING a Snapshot via Push Update using a OnePager Chart 7.9.1-71 |
Using the Pull Operation Feature
Using the OnePager Conditional Import Rules Feature
The Conditional Import Rules feature gives you the capability to specify a set of rules for OnePager to use to control the data imported from your source plans at the time OnePager is launched. The Conditional Import Rules feature is easy to use and is an alternative to the process of establishing a Flag field to control source plan task/milestone imports. Further, the Conditional Import Rules can be changed at any time without the need to make a change to your source plan. This means that you have to option to create different charts from the same source plan by merely making alterations to the Conditional Import Rules.
For more information on Conditional Import Rules, please see the articles at: Conditional Import Filters (Portal) 7.18.1-71
Merging the Wrong Tasks
In addition, it is recommended that you review the following articles related to merging the wrong tasks into existing charts for OnePager Pro and OnePager Express:
Related Links
Related links are listed in the above tables of links.
(7.0.1-71)