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| − | ==About Editing With Task Link Filtering Rules== | + | ==Introduction== |
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| − | ===Show and Hiding Task Links===
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
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| − | The '''Task Link Filter rules''' capability allows you to control the '''showing''' (or '''hiding''') of '''Data-driven Task Links''' based upon '''source plan''' '''data field content values'''. This feature, similar to the '''Conditional Import '''feature, gives you greater control over the tailoring of '''Data-driven Task Links''' for schedule discussions. The '''Task Link Filter rules''' feature has no influence on whether '''Data-driven Task Links''' are '''imported'''.
| + | ==About Splitting and Parsing Fields== |
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| − | '''Task Link Filter rules are''' important for a couple of reasons: | + | The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Asana '''source plan''' is assigned to '''multiple resources''' (or anything else). Because assignments from Asana often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list. |
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| − | :1) Using '''Task Link Filter rules''' usually reduces the number of '''Task Links showing''' thus reducing '''clutter'''.
| + | ===Split Resource Names Example=== |
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| − | :2) '''Task Link Filter rules''' allows you to specifically '''show''' '''Data-driven Task Links '''that contribute to the issues you are presenting.
| + | Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Asana '''source plan’s Assigned to''' column as shown below: |
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| − | '''Task Link Filter rules '''can be '''written''' for OnePager Pro '''before''' the chart is '''created''' by using the controls in the '''Template Properties '''form or '''after''' by using the controls in the '''Chart Properties''' form. '''Task Link''' '''Filter rules '''can also be '''edited''' in the chart or after more snapshots are created.
| + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
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| − | ===Task Link Filter Rules Are Global===
| + | Some of the entries in the '''Assigned to''' column consist of multiple, '''comma-separated''' items and some tasks only used one '''resource'''. Without the '''column splitting''' feature, a chart '''created''' from these data and assigned task bar/milestone symbol '''colors''' based upon the '''Assigned to''' column looks like this: |
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| − | The '''Task Link Filter Rules '''form, shown below, is '''global''' in that '''Task Link Filter rules''' entered in the form apply to all snapshots. The application of the rules, however, depends on where you are, in terms of snapshot, as discussed below:
| + | <center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center> |
| | + | <center>P72-24_5_3-72-(5)-11272023.png</center> |
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| − | <center>[[File:P70-19_2_1-70-(1)-10012020.png]]</center>
| + | OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value. To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''. This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values. |
| − | <!--<center>P70-19_2_1-70-(1)-10012020.png</center>-->
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| − | ====Current Snapshot==== | + | ===Enabling Splitting=== |
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| − | '''Editing''' a '''Task Link Filter rule '''while you are in the '''current snapshot''' causes OnePager Pro to reconfigure the '''Data-driven Task Links''' that are '''shown''' in the current snapshot to conform to the '''Task Link Filter rule''' '''edits''' made. When the '''edited''' '''Task Link Filter rule''' is applied, the snapshot in the '''Chart Editor''' can change appearance. | + | To use this feature requires turning '''ON''' the feature in the Asana '''Template Properties''' form you intend to use to make the chart. The setting must be turned '''ON''' before the chart is created so launch OnePager Bundle from the '''desktop icon''', click the '''NEW''' button on the '''OnePager Bundle Start''' form to access the '''OnePager choices''' form, '''select''' your Asana '''source plan''', and type in the chart's '''title''' as shown here: |
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| − | ====New Snapshot====
| + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
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| − | If you '''create''' a '''new''' snapshot '''after editing''' a '''Task Link Filter rule''' in an '''existing''' snapshot, the '''new''' '''Task Link Filter rules''' are applied to the '''new '''snapshot only. Past snapshots are unchanged.
| + | When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below: |
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| − | ====Existing Past Snapshots====
| + | <center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AA)-11022023.png</center> |
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| − | Snapshots '''created before''' the '''Task Link Filter rules '''are '''edited '''remain unchanged with regard to the display of task bars/milestone symbols and their associated '''Data-driven Task Links'''. However, if a '''past snapshot''' is '''refreshed''' by performing a snapshot '''UPDATE''' workflow''' '''of any kind (e.g., '''Replace Dates and progress''' or '''Replace All properties'''); the '''edited''' '''Task Link Filter rule(s)''' in the '''Task Link Filter Rules''' form are applied to the snapshot being '''refreshed '''only.
| + | Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form. Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here: |
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| − | ===Task Link Filter Rules in the OnePager Pro Template Properties Form===
| + | <center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AAA)-11022023.png</center> |
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| − | In OnePager Pro, the mechanism for managing '''Task Link Filter rules''' is the '''Task Link Filter Rules''' form which can be accessed from the '''Template Properties''' or '''Chart Properties''' form’s '''Task Link '''tab in the '''Data-Driven Task Link '''control group of the form. The illustration below shows the '''Template Properties '''form '''Task Links''' tab’s '''Data-Driven Task Link '''control group set up to '''import Task Links'''.
| + | Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above. |
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| − | The '''Import predecessors''' checkbox is checked '''ON'''.
| + | ===Split Resources in the Chart=== |
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| − | <center>[[File:P70-19_2_1-70-(2)-10012020.png]]</center>
| + | Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use. The chart with '''splitting''' looks like this: |
| − | <!--<center>P70-19_2_1-70-(2)-10012020.png</center>-->
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| − | In the '''Template Properties''' form’s '''Data-Driven Task Links''' control group above, the '''Import predecessors''' checkbox must be checked '''ON''' for '''Data-driven Task Link import''' actions to take place. Once this checkbox is checked '''ON''', the '''Filter Links''' control sub-group of the form and its controls are '''enabled'''. Within the '''Filter Links''' control sub-group you have the option to select the '''Show All''' radio button or to select the '''Use Rules''' radio button. Selecting the '''Show all''' radio button tells OnePager to '''show all Data-driven Task Links''' '''imported'''. Selecting the '''Use Rules''' radio button '''enables''' the '''Manage Rules…''' button to the right.
| + | <center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2)-11022023.png</center> |
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| − | When '''Manage Rules…''' button is clicked, the '''Task Link Filter Rules''' form appears as shown below:
| + | In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before. The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''. Each of the '''resources''' has a unique '''color''' assigned. Each of the '''resources''' appears by itself in the '''Legend'''. The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''. |
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| − | <center>[[File:P70-19_2_1-70-(1)-10012020.png]]</center>
| + | With this feature, you can use '''column splitting''' just like any other column by using the dropdowns in the '''Template Properties''' form or '''Chart Properties''' form to assign '''colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes'''. |
| − | <!--<center>P70-19_2_1-70-(1)-10012020.png</center>-->
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| − | The '''Task Link Filter Rules '''form has the same general appearance as the '''Conditional Import Rules '''form with the exception of an additional column on the right giving you the option to apply the rule to the '''Predecessor''' task, the '''Successor''' task, or '''both'''.
| + | ==Splitting Resources and Task Links== |
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| − | For more information on '''Conditional Import ''', please see the article at: [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
| + | When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''. Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form. |
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| − | ===Task Link Filter Rules in the OnePager Pro Chart Properties Form===
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| − | If you access the '''Chart Properties '''form’s '''Task Links '''tab but you have not yet imported any '''Data-driven Task Link predecessor '''information,''' '''the '''Data-Driven Task Links''' control group on the tab looks like this:
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| − | <center>[[File:P70-19_1_1-70-(2)-09282020.png]]</center>
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| − | <!--<center>P70-19_1_1-70-(2)-09282020.png</center>-->
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| − | In this situation you can check the '''Show Data-driven links''' checkbox '''ON''' to import '''Data-driven Task Link predecessor '''information from your '''source plan''' and '''enable''' the '''Filter Links '''control sub-group. If you access the '''Chart Properties''' form’s '''Task Link '''tab [['''after''']] '''Data-driven Task Links''' are '''imported''' and the chart is '''created''', which is the most typical situation, the '''Data-Driven Task Links''' control group of the form looks like this:
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| − | <center>[[File:P70-19_1_1-70-(3)-09282020.png]]</center>
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| − | <!--<center>P70-19_1_1-70-(3)-09282020.png</center>-->
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| − | With task bars/milestone symbols '''imported''' as well as all '''Data-driven Task Links''', the '''Data-Driven Task Links''' control group of the form is altered to show that the''' Filter links''' controls are '''enabled''' giving you access to the '''Show all''' and '''Use Rules''' radio buttons. Selecting the '''Show all''' radio button tells OnePager Pro to '''show '''all imported '''Data-driven Task Links''' in the current snapshot.
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| − | Selecting the '''Use Rules''' radio button '''enables''' the '''Manage Rules …''' button. When this button is clicked '''ON''', OnePager Pro accesses the '''Task Link Filter Rules''' form shown above. The form is blank (also shown above) or has '''Task Link Filter Rule''' entries that were created in the current '''Template Properties '''form or previously in the '''Chart Properties''' form after a chart was '''created'''.
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| − | These '''Task Link Filter rules''' apply to the '''showing''' (or '''hiding''') of '''Data-driven Task Links '''in all snapshots. The '''Task Link Filter rules '''feature is useful when you desire to configure your chart with '''Data-driven Task Links''' that are associated with task bars/milestone symbols of interest. While the '''Conditional Import '''feature gives you control over which task bars/milestone symbols are '''imported '''to OnePager, OnePager Pro '''imports '''all''' Data-driven Task Links''' from your '''source plans '''when the feature is turned '''ON'''. The '''showing ('''or '''hiding''') of '''Data-driven Task Links''' is controlled by the '''Task Link Filter rules'''.
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| − | '''Caution''': Careful consideration of your presentation goals is recommended in order to make the best use of this new feature.
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| − | ==Creating, Editing, and Deleting Task Link Filter Rules==
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| − | You can write '''Task Link Filter rules''' for '''showing''' (or '''hiding''') '''Data-driven Task Links''' based upon the contents of various '''data''' '''fields''' in your '''source plan'''.
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| − | ===Creating a Data-Driven Task Link Filter Rule - Example===
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| − | Suppose you only want to '''show''' '''Data-driven Task Links''' associated with task bars/milestone symbols that have '''Start Dates''' that are greater or equal than March 1, 2020. This can be done by establishing a '''Task Link Filter rule''' in either the '''Template Properties '''form or '''Chart Properties '''form’s '''Task Link Filter Rules''' form. The first time you access the '''Task Link Filter Rules''' form it is blank.
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| − | To write a new rule click the '''Add Rule''' button and the form looks like this:
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| − | <center>[[File:P70-19_2_1-70-(3)-10012020.png]]</center>
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| − | <!--<center>P70-19_2_1-70-(3)-10012020.png</center>-->
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| − | Once the '''Task Link Filter Rule entry''' is '''created''', use the dropdown menus to format the '''Field''', '''Operator''', '''Value''', and '''Applies to''' columns to make your selections. The '''ON''' column in the above form is used to '''activate''' or '''deactivate''' the '''Task Link Filter rule''' should you decide for any reason that you don’t want a particular '''Task Link Filter rule '''applied to the chart. By default, all '''Added rules''' are configured with the '''ON '''checkbox checked.
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| − | The chart example below has '''all''' '''Data-driven Task Links hidden''':
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| − | <center>[[File:P70-19_2_1-70-(4)-10012020.png]]</center>
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| − | <!--<center>P70-19_2_1-70-(4)-10012020.png</center>-->
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| − | If you '''create''' a '''Task Link Filter rule''' that says '''show''' only those '''Task Links''' for '''source plan predecessor '''or '''successor '''task/milestones that have '''Start Dates''' greater or equal to March 1, 2020, the '''Task Link Filter Rule '''form looks like this with the rule added:
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| − | <center>[[File:P70-19_2_1-70-(5)-10012020.png]]</center>
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| − | <!--<center>P70-19_2_1-70-(5)-10012020.png</center>-->
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| − | When you click '''OK '''on the '''Task Link Filter Rules''' form above and the '''Apply/OK '''button on the '''Chart Properties '''form the chart looks like this:
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| − | <center>[[File:P70-19_2_1-70-(6)-10012020.png]]</center>
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| − | <!--<center>P70-19_2_1-70-(6)-10012020.png</center>-->
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| − | Taking a look at the '''Where Are My Links?''' form with this '''Task Link Filter rule''' '''enabled''', shows you which '''Data-driven Task Links''' are being shown and which are not as indicated by the checkboxes in the '''Show field''' of the '''Where’s My Links? '''form below:
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| − | <center>[[File:P70-19_2_1-70-(7)-10012020.png]]</center>
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| − | <!--<center>P70-19_2_1-70-(7)-10012020.png</center>-->
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| − | The result from this '''Task Link Filter rule''' action is to change the chart so that only '''Data-driven Task Links''' associated with '''source plan predecessor '''or '''successor '''task/milestones having '''Start Dates''' greater than or equal to March 1, 2019''' '''are '''shown'''. This focuses audience’s attention on these '''dependencies'''. Additional '''Task Link Filter rules '''can be '''added''' or '''edited''' as discussed below.
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| − | ===Other Task Link Filter Rule Form Controls===
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| − | There are controls in the '''Task Link Filter Rules '''form above and below the grid as shown here:
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| − | <center>[[File:P70-19_2_1-70-(8)-10012020.png]]</center>
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| − | <!--<center>P70-19_2_1-70-(8)-10012020.png</center>-->
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| − | The '''Copy Rule(s)''' and '''Delete Rule(s) '''buttons work the same way as the same buttons in the '''Conditional Import Rules''' form.
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| − | There are two (2) radio buttons at the top of the '''Task Link Filter Rules''' form that specifies to OnePager how to handle multiple rules. The '''ANY of the following rules are true''' radio button says '''show '''the '''Data-driven Task Link''' if '''any one '''of the '''rules''' in the form are '''true'''. The '''ALL of the following rules are true''' button says '''show''' the '''Data-driven Task Link '''only if '''all''' of the '''rules''' in the form are '''true'''.
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| − | '''Caution''': Care should be exercised when using these two radio buttons in conjunction with settings in the '''Applies to''' column where you have a choice to make between '''applying '''the individual rule to both '''predecessors '''and '''successors '''(AND) or to either '''predecessor '''or '''successor '''(OR).
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| − | ===More on Creating, Editing, and Deleting Task Link Filter Rules===
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| − | As mentioned above, the '''formatting''' and '''editing''' of '''Task Link Filter rules''' are identical to the rules for '''creating, editing, and deleting''' '''Conditional Import rules'''. The meanings of the first four fields in the '''Conditional Import Rules''' form are the same as the first four '''fields '''in the''' Task Link Filter Rues '''form. The '''Conditional Import Rules '''form is shown below for reference:
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| − | <center>[[File:P70-19_2_1-70-(9)-10012020.png]]</center>
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| − | <!--<center>P70-19_2_1-70-(9)-10012020.png</center>-->
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| − | For more detailed information on constructing '''Task Link Filter rules''' for OnePager Pro 7.0 Add-in, pleases see this section in the article at: [[Conditional Import for OnePager Pro Add-in for Version 7.0#Overview | Conditional Import Rules for OnePager Pro Add-in – Overview]] <!--7.18.1.1-70-->
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| − | For more detailed information on constructing '''Task Link Filter rules''' for OnePager Pro Desktop, please see this section in the article at: [[Conditional Import for OnePager Pro Desktop for Version 7.0#Overview | Conditional Import Rules for OnePager Pro Desktop – Overview]] <!--7.18.1.2-70-->
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| − | You can access the '''Task Link Filter Rules '''form at any time through the '''Chart Properties''' form, select any '''cell''' in any entry, and '''edit '''the contents of that '''cell''' using the dropdown menus or by inserting a new value in the '''Value''' column as required. When you click '''OK''' buttons in the '''Task Link Filter Rules''' form and the '''Chart Properties '''form, the '''Task Link Filter rule''' '''edit''' is applied.
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| − | In charts with multiple '''snapshots,''' the entries in the '''Task Link Filter Rules''' form and any '''edits''' made at any time are applied to snapshots in accordance with the cases discussed above. '''Entries''' in '''Task Link Filter Rules''' form are '''global edits''' and although '''Data-driven Task Links''' are '''snapshot-dependent''', '''Task Links shown''' in a snapshot are conditional on the settings in the '''Task Link Filter Rules''' form and the task bars/milestone symbols that are within the '''Start/Finish Date boundaries '''of the chart in the snapshot being displayed.
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| − | ===The OnePager Pro Where Are My Links? Form===
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| − | The '''Where’s My Links? '''form can also be accessed through the '''Chart Properties '''form’s '''Task Link '''tab in the '''Data-Driven Task Links '''control group where there is an additional button, the '''Where Are My Links? '''button, as shown here:
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| − | <center>[[File:P70-19_1_2_1-70-70-(7)-09292020.png]]</center>
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| − | <!--<center>P70-19_1_2_1-70-70-(7)-09292020.png</center>-->
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| − | The '''Where Are My Links?''' form can also be accessed from the '''Editing''' control group on the OnePager Pro ribbon’s '''Home''' tab by clicking the '''Show/Hide '''dropdown and selecting the '''Where Are My Links? '''command as shown below:
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| − | <center>[[File:P70-19_1_1-70-(4)-09282020.png]]</center>
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| − | <!--<center>P70-19_1_1-70-(4)-09282020.png</center>-->
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| − | Using either the Chart Properties form’s '''Task Links''' tab or the OnePager ribbon '''Home '''tab accesses the '''Where Are My Links?''' form shown here:
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| − | <center>[[File:P70-19_1_1-70-(11)-10182019.png]]</center>
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| − | <!--<center>P70-19_1_1-70-(11)-10182019.png</center>-->
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| − | The '''Where Are My Links?''' form above lists all the '''Data-driven Task Links shown ('''or '''hidden''') in the current snapshot as well as any manual''' Task Links'''. The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager Pro '''creates''' the form’s content based upon the snapshot that is being displayed in the '''Chart Editor '''.
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| − | There are four (4) columns in the '''Where Are My Links? '''form.
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| − | In the '''Show '''column (1) you can check or uncheck any entry’s checkbox to control the '''showing''' (or '''hiding'''), respectively, of the associated '''Task Links'''.
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| − | The '''Predecessor''' column (2) and '''Successor '''column (3) provide the '''Task/Milestone Name''' participating respectively in the '''Task Link''' pair. The numbers in parenthesis following the task name correspond to the '''Unique ID''' for Microsoft Project '''source plans'''.
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| − | The '''Source''' column (4) tells you which entries in the form are '''Data-driven Task Links (Imported) '''or which are manual '''Task Links''' ('''Manual''').
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| − | At the top of the form, are controls to '''Filter''' entries showing in the form based upon '''task names''' such that only task bars/milestone symbols that meet the '''task name filtering condition''' appears in the form’s data window.
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| − | For example, if you want to show only those entries that relate to '''Engineering Team 2''' task shape names, type the task shape name into the window provided and click the '''Filter''' button and the '''Where Are My Links? '''form looks like this:
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| − | <center>[[File:P70-19_1_3_1-70-(6)-09302020.png]]</center>
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| − | <!--<center>P70-19_1_3_1-70-(6)-09302020.png</center>-->
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| − | After clicking the '''Filter '''button the entries shown in the '''Where Are My Links? '''form’s window are only those where the '''Engineering Team 2''' task shape name appears in either a '''Predecessor''' or '''Successor '''task bar/milestone symbol name regardless of whether the '''Task Link '''is '''showing''' (or '''hidden'''). The current '''show/hide status''' is displayed in the '''Show '''column’s checkboxes.
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| − | Clicking the '''Clear Filter''' button restores all the entries in the '''Where Are My Links?''' form and clears the contents of the search window. Using the '''Filter '''feature in the form does not change the '''show/hide''' status of '''Task Links''' managed within the form.
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| − | The four columns in the form can be '''sorted''' by clicking on the '''column’s header'''.
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| − | Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries.
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| − | Sorting on the '''Predecessor''' or '''Successor '''columns means that you are sorting alphanumerically on the contents of the entire field. Because of the relationship between these two columns, sorting on the '''Predecessor''' column, for example, brings along the corresponding '''Successor''' entry and vice versa.
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| − | Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries.
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| − | The '''Use Show/Hide Defaults''' button at the bottom of the form controls the '''resetting of defaults''' for '''showing ('''or '''hiding''')''' Task Links''' based upon the '''Task Link Filter rules '''you established in the '''Task Link Filter Rules '''form. This button also applies if you are '''Showing All Task Links''' instead of using '''Task Link Filter rules'''. If after establishing which '''Task Links '''are to be '''shown''' (or '''hidden''') in the '''Task Links Filter Rules '''form and you later make '''edits''' to any '''Task Link '''individually, clicking the '''Use Show/Hide Defaults '''button '''restores''' all '''Task Links '''to the current '''Task Link Filter rules''' or the '''Show all '''selection.
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| − | The two other buttons at the bottom of the '''Where Are My Links? '''form can be used to override any pre-established '''filtering rules''' and force either a '''Show All''' or '''Hide All Task Link '''entries in the chart. These two controls are shortcuts that are applied to all entries in the '''Where Are My Links? '''form.
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| − | ===Using the Where Are My Links? Form to Show or Hide Task Link===
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| − | The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager provides a list of '''Task Links''' specific to the snapshot that you are currently displaying in the '''Chart Editor'''. If you don’t use the '''Task Links Filter Rules''' form to conditionally control the '''showing ('''or '''hiding''') of '''Data-driven Task Links''', the '''Where Are My Links?''' form gives you total manual control over the '''showing''' (or '''hiding''')''' '''of all '''Task Links''' in a snapshot at any time.
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| − | For more information on the use of the controls in the '''Where Are My Links?''' form, please see the article at: [[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-70-->
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| − | '''Editing''' the '''show/hide status '''of '''Task Link(s) '''in the '''Where Are My Links?''' form as described above can turn the '''edited Task Link(s) '''into '''maverick Task Link(s)'''. The '''edit''' made to any entry in the '''Where Are My Links?''' form applies to the '''current snapshot'''.
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| − | ===Copy Edits to All Snapshots (CTAS) Feature Relationship to Showing/Hiding Task Links===
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| − | The '''CTAS '''('''Copy edits To All Snapshots''') feature plays a role in the propagation of '''Where Are My Links? '''form '''edits''' made in the '''current snapshot'''.
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| − | For more information on the '''CTAS''' feature, please see this section in the article at: [[Advanced Tab for OnePager Pro for Version 7.0#Display Options | Advanced Tab for OnePager Pro-Display Options]] <!--21.13.1-70-->
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| − | The '''CTAS''' control is a checkbox in the '''Template Properties''' form and '''Chart Properties '''form’s '''Advanced '''tab in the '''Display Options''' control group that turns the '''CTAS''' feature '''ON''' and '''OFF'''. '''CTAS''' controls the propagation of '''maverick''' '''edits''' to '''all snapshots''' ('''ON''') or to keep '''maverick edits''' to tasks/milestones in the '''current snapshot''' ('''OFF''').
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| − | <center>[[File:P70-19_2_1-70-(14)-10012020.png]]</center>
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| − | <!--<center>P70-19_2_1-70-(14)-10012020.png</center>-->
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| − | '''CTAS Turned On''': With the '''CTAS '''turned '''ON''', making an '''edit''' in the '''Where Are My Links? '''form while in any snapshot changes the '''show/hide status''' of the '''edited''' entry in '''all snapshots'''.
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| − | '''CTAS Turned Off''': With the '''CTAS '''turned '''OFF''', any '''edit''' to an entry in the '''Where Are My Links?''' form is only made in the '''current snapshot'''.
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| − | ===A Note on Task Link Filter Rules and Data-Driven Task Link Mavericks===
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| − | The intended purpose of '''Task Link Filter rules''' is to establish '''specific conditions''' for conveniently '''showing''' desired '''Data-driven Task Links'''. Accordingly, '''Task Link Filter''' '''rules''' can be written to cause the '''showing '''of '''Data-driven Task Links''' based upon any '''source plan data field relationships''' that you need to meet your schedule conversation goals. That said, exceptions to written '''Task Link Filter rules''' can exist and you need a way to '''override Task Link Filter rule(s)''' when required.
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| − | To satisfy this need, you can always '''maverick '''the '''show/hide status '''of one or more '''Data-driven Task Links''' either by:
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| − | :1) Making appropriate '''edits''' to the '''Data-driven Task Link’s''' entry in the '''Where Are My Links? '''form entry for that '''Task Link''' or by
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| − | :2) Individually selecting the desired '''Data-driven Task Link''' and using the '''context menu''' commands to '''edit''' the '''Task Link’s show/hide status'''.
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| − | Overall, manual '''edits''' to the '''show/hide status''' of any '''Data-driven Task Links''' by whatever means changes that '''Task Link '''into a '''maverick'''. When this is done, '''Task Link Filter rules no longer''' apply to the '''maverick Data-driven Task Link''' and the '''maverick''' condition is maintained regardless of whether you selected the control to '''show all Data-driven Task Links''' or''' '''are using '''Task Link Filter rules'''.
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| | ==Related Links== | | ==Related Links== |
| | | | |
| − | [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70--> | + | {| class="wikitable" |
| | + | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72 |
| | + | | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72 |
| | + | |- |
| | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72 |
| | + | | [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72 |
| | + | |- |
| | + | | [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72 |
| | + | | [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72 |
| | + | |- |
| | + | | [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72 |
| | + | | [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72 |
| | + | | [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72 |
| | + | | [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] 24.5.5-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72 |
| | + | | [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72 |
| | + | |} |
| | | | |
| − | [[Conditional Import for OnePager Pro Add-in for Version 7.0| Conditional Import Rules for OnePager Pro Add-in]] <!--7.18.1.1-70-->
| + | (24.5.9-72) |
| | | | |
| − | [[Conditional Import for OnePager Pro Desktop for Version 7.0| Conditional Import Rules for OnePager Pro Desktop]] <!--7.18.1.2-70--> | + | [[Category:Version 7.2]] |
| − | | + | [[Category:Editing the Chart]] |
| − | [[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-70--> | + | [[Category:Task/Milestone Editing]] |
| − | | + | [[Category:Column Splitting]] |
| − | [[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70--> | + | [[Category:Charts]] |
| − | | + | |
| − | (19.2.1-70)
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| − | | + | |
| − | [[Category:Version 7.0]] | + | |
| − | [[Category:OnePager Pro]] | + | |
| | [[Category:Task Links]] | | [[Category:Task Links]] |
| | + | [[Category:Ribbon]] |
| | [[Category:Snapshots]] | | [[Category:Snapshots]] |
| − | [[Category:Snapshot Independent]]
| + | [[Category:Template Properties Form]] |
| − | [[Category:Charts]]
| + | [[Category:Chart Properties Form]] |
| − | [[Category:Edit the Chart]]
| + | [[Category:Asana]] |
| − | [[Category:Task/Milestone]]
| + | [[Category:OnePager Bundle]] |
| − | [[Category:Template]] | + | |
| − | [[Category:Chart Properties]] | + | |
| − | [[Category:Task Links Tab]] | + | |
| − | [[Category:Where Are My Links?]]
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| − | [[Category:Where’s My Stuff?!]] | + | |
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