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Actions

You can manipulate event structures by dragging events or event groups, or by using the buttons at the bottom of the window, or by selecting actions from the context menu (the menu that is opened by right-clicking). You can select multiple events or event groups simultaneously in order to perform common actions.

Locked Events§

Events can be locked. This is indicated with a lock. Event groups that contain one or more locked events are also protected with a lock. If you open the lock on the event group, all the locks on the underlying events are also unlocked.

Please note that the date, location and name of locked events cannot be edited and that these events cannot be deleted. Users who have been given permission to unlock events can edit the name, location or date of these events by opening the lock. These users can also delete events if they were given permission to do so.

The other actions are possible with locked events in the tree view.

Dragging Events and Event Groups§

By dragging events and event groups you can move them to other event groups. This can be event groups that are part of their own tree or part of another tree. You can also make a new tree from an event or event group. You do this by dragging them to the window that appears on the right when you start dragging.

Remark

If you drag a production to a production event group, the production that you dragged will be lost. Only one event or event group can be a production within one branch of the tree; in such cases the top group wins.

Selecting Events and Event Groups§

You select events or event groups by clicking on them. The selection is displayed in blue.

Attention

When you select an event group the underlying events and event groups light up too. These underlying elements are automatically part of the selected group and will also be manipulated when performing actions on the group. When you delete an event group, for example, all underlying events and event groups will also be deleted. When you drag an event group, all underlying events and event groups will also move with the group.

You add an item to the selection by clicking on it while holding down the CTRL key (on Windows) or CMD key (on macOS). You can remove an item from the selection in the same way, by clicking on the item while you hold down the CTRL key (on Windows) or CMD key (on macOS).

Warning: if you select multiple items (using the CTRL or CMD key) then the actions will be applied to all of the selected items.

For example:

  • You have an event group on your canvas that contains three events
  • Select the event group
  • Add one of its events to the selection (using the CTRL or CMD key)
  • Drag the selection to the window that appears on the right to make a new tree

As a result, you will apply ‘make a new tree’ to each of the selected items. You will end up with two new trees: one with the event group that contains two events, and one with the third event (without a group). Notice that while dragging, Yesplan indicates that you are dragging “2 items”.

Creating New Events§

You create a new event via the “New Event…” action, via the context menu, or via the button in the lower-left corner of the tree view window. An input form appears; you are required to fill in every field. The event is created after clicking on “Add Event”.

The new event is added to the event group where the context menu is open. If you perform this action via the button in the lower-left corner, the event will be added to the selected event group. If nothing is selected, an isolated event will be created.

Creating New Event Groups§

You create a new event group via the “New Group…” action, via the context menu, or via the button in the lower-left corner of the tree view window. A group is created immediately and you can alter the name immediately.

The new event group is added to the event group where the context menu is open. If you perform this action via the button in the lower-left corner, the event group will be added to the selected event group. If nothing is selected, an isolated event group will be created.

Editing an Event or Event Group§

You can rename events and event groups by double-clicking on the name.

Via the context menu you can choose “Edit Event…” or “Edit Group…” (depending on whether you open the context menu on an event or an event group). This opens a popover in which you can edit the status, profile, date, location and name of an event or event group. Please note that locked events cannot be changed.

You can use the popover to move event groups to a distant date by changing the date under “Date of First Event”. The dates of the other events will move automatically with the first event.

Tip

For instance, your group contains three events:

  • Duet on 3 April 2020
  • Trio op 10 April 2020
  • Quartet on 11 April 2020

If you move the group to 4 September, the events will have the following dates:

  • Duet on 4 September 2020
  • Trio on 11 September 2020
  • Quartet on 12 September 2020

In short, Yesplan will maintain the period between the events: the Trio and the Quartet are scheduled seven and eight days after the Duet respectively.

Deleting an Event or Event Group§

You can choose “Delete” via the context menu. All selected events and event groups will be deleted definitively.

Attention

When you delete an event group, all underlying events and event groups will also be deleted.

Please note that locked events cannot be deleted.

Deleting Only the Event Group§

You can choose “Delete Group Only” via the context menu. This will delete all selected groups without deleting the underlying events and event groups. These underlying elements are automatically placed in the overlying event group if one exists. If there is an overlying group then new trees are made from the remaining elements.

Setting a Production§

You can choose “Set Production” via the context menu. When you do this, all selected events or event groups will be marked as production.

Remark

Only one event or event group can be a production in one branch of the tree; in such cases the top group will win.

Grouping§

You can choose “Group” via the context menu. All selected events will be grouped; they are united in a new event group. If all selected events are part of the same event group then this new group is created under the existing event group. If the selected events are part of different event groups then the new group is created in the top common event group.

Summarizing Trees§

You can choose “Summarize” via the context menu. This makes a tree more compact. Selected events, and the event where you perform the action, remain visible.

Hiding Trees§

You can choose “Hide” via the context menu. When you do this, the tree of the selected events is no longer displayed in the tree view. If you want to see the tree again in the tree view, use the search field at the bottom of the window to search for the event (or event group) and add it to the canvas.

Undoing Actions§

You can undo an action via the “Undo” action, via the context menu, or via the button in the lower-left corner of the tree view window.

Attention

You can no longer undo an action after closing the tree view.