Code

Enter a code to identify the Order definition. The value you enter here will be part of the resulting URL.

Description

Enter a meaningful name for the Order definition.

Standard order

Select a standard order. When the order is linked to an order list, the sub orders of this standard order become visible in the on the order list The main standard order, however, is not visible in the Note that only sub orders of type work order will be displayed. These sub orders must also contain the standard order lines.

Business object definition

The Work orders business object is automatically populated in this field.

URL

The URL of the web definition is automatically populated when saving the web definition.

Search & select order lines

It is possible to present larger numbers of order lines on a form without losing performance. Select Yes to activate Search and select order lines. All order lines of the standard order are displayed to enable the user to search and select the relevant order lines and submit them. Only the selected order lines are copied to the form and hence, the process is fast.

If you select No, all order lines of the standard order are copied to the form. Once the user selects the order lines and submits them, the rest of the order lines must be removed by the system. This may lead to a poorer performance.

Specify remarks, if any, for future reference. The remarks entered here are only visible to the Planon Administrator(s).

In CSS classes you can specify your customized CSS class. If this field remains empty, the default CSS styling is applied. If this field contains a reference to a CSS class that is specified on the site, this styling will be applied.

For more information, see Customizing CSS styling.

Restrict adding / editing before start date?

Specify if users are allowed to add / edit orders. By clicking Yes, you restrict adding or editing to a period before the order's start date-time.

Working days in advance

Specify how many working days prior to the order's date of execution you allow users to add / edit orders.

Time of day

Specify the hour by which users must have completed adding / editing orders.

Cancellation / editing allowed in order status(es)

Users can only cancel orders that have a status that is specified here.

If you leave this field empty, users will not be allowed to cancel an order.

Time within parent reservation?

Select Yes to restrict adding catering orders before or after the main reservation's start and end time. If this means that the catering order occurs outside the parent reservation time, a warning message will be shown to the end user. The catering start and end time will be adjusted so that it remains within the parent reservation's time frame.
If the reservation's start time is moved to two hours later, the catering will also start two hours later.
Example: a reservation starts at 9:00 and ends at 16:00. The catering is ordered at 12:00. If the reservation is moved to 11:00 hours, the catering is automatically moved forward to 14:00 hours.
If you adjust the reservation's end time, for example to 14:00 hours (the reservation is now scheduled from 11:00 to 14:00), this means that the catering order would be delivered after the reservation's end time. Hence, the start and end time of the catering order are also adjusted to keep it within the reservation's time frame.

In this tab you can customize the Planon messages and warning to suite your own configuration. This allows you to:

Specify how to act on warning messages (Ignore the message / Promote a warning to an error / Show the warning)

Use linked questionnaire of standard order?

Click Yes to use linked questionnaires. Click No, if you do not want to use questionnaires or if you want to use a custom questionnaire.

Other questionnaires

Here you can link a custom questionnaire. Select a questionnaire from the Other questionnaires dialog box. The questions of the selected questionnaire will be directly displayed on the Web Configuration form.