Building a Related Entity
Related Entity field types are now available to be used in any type of Event Forms, including Scheduling and Appointment Forms.
Please keep in mind that only Related Entities entered into Scheduling and Appointment Forms are checked for conflicts at time and date of entry.
N.B. The field "Email" can be added to a related entity and this sets up in the structure of the related entity can be used for the iCal (e.g. events can be imported into an external calendar).
On the Builder Site a new Module called Related Entities is available
To create a new Related Entity click on "New Related Entity Form"
Name the Related Entity Type. Please choose this carefully as this will be the name that is used in Scheduled Event Forms
The Name of the Related Entity MUST be chosen carefully. This is the name that you MUST name each field in an Event Form (e.g. an Appointment or a Scheduling Form) which uses this Related Entity.
For example, If you use name this Related Entity, it can ONLY be named "Doctor" in an Event Form, it cannot be named Medical Provider or DR.
The Name of the Related Entity field in the Related Entity structure MUST be called Name. If it called Doctor or Room etc, it will NOT work correctly in the Scheduling Modules
When you create your Related Entity, the first field must be a Single Line of Text field and it must be called Name.
N.B. You can name the field in the Event Form anything, BUT you must have the first field listed as "Name" or none of the Scheduling columns will appear when you schedule in data.
A New Field Type called Multiple Time Period can be added to set the availability of each related entity record during Scheduling
Add in a Multiple Time Period field to be able to set the availability of each Related Entity record (e.g. it has to be set for each Doctor) in the Related Entity. It is added to the structure of the Related Entity, and it then needs to be set for each record in that Related Entity.
N.B. You need to think critically about whether you want to include an Availability Field in the Related Entity
If you choose to add Availability into the Related Entity, and you do NOT set it for EACH related entity record, then any Related Entity records that do not have any availability set will ALWAYS appear as unavailable.
If iCals need to be sent to a user associated with a specific Related Entity Record (e.g. during Publishing), then a Single Line Text field called "Email" needs to be added into the Structure of the Related Entity
These are used when iCals are sent during Publishing.
Please note that only a single Email field can currently be added to the structure of the Related Entity, we will more in subsequent versions.
Now start to add in new records, or edit existing records for that Related Entity
Start to add in the actual records (e.g. doctors, rooms, studios etc). Click on Add/Edit