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Help / Tools / WDBal
  • Overview
  • Typing a message
  • Recipients
  • Images and attachments
  • Typing the message
  • Save as incident
  • Save as requirement
  • Sending the message
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Overview
WDBal, the secure messaging provided with WINDEV, WEBDEV and WINDEV Mobile, allows you to easily write a message.
To write a message from the WDBal messaging:
  • Display in "Mini-bar" mode: click .
  • Display in "full" mode: on the "Home" tab, in the "Message" group, click "New".
  • Display in the Project Management Hub: on the "Messages" tab, in the "Messages" group, click "New".
Typing a message
The window for typing messages is as follows:
  1. Message recipients.
  2. Image options.
  3. Attachment options.
  4. Message input.
  5. Incident management.
  6. Message schedule.
  7. Sending of the message.

Recipients

To type the message recipients:
  1. Double-click the name of one or more recipients found in the list on the left. The recipients found in this list correspond to the contributors defined in the Project Management Hub.
    • All: is used to list all contributors. To send a message to all the contributors, you must:
      • Select "All".
      • Click the "Add" button.
    • Standard: is used to group the contributors by department. To send a message to all contributors belonging to a department, you must :
      • Select the department name.
      • Click the "Add" button.
  2. The selected recipients appear in the "Recipients" area.
Remarks:
  • When clicking "Photos", the list of contributors appears in list format with photos. These photos have been defined in the contributor characteristics specified in the Project Management Hub.
  • If you know the names of contributors, you have the ability to type them in the "Recipients" area. These names must be separated by commas (","), semicolons (";") or dashes ("-").
  • Synchronization with the Project Management Hub: As you type the message recipients, an indication appears under the "Recipients" to let you know if a given contributor is on leave, working from home, etc.

Images and attachments

A message can include one or multiple images. The image can correspond to:
  • an image coming from the clipboard .
  • an image captured when writing the message .
  • a file from the current computer .
  • a white board to fill .
  • a scanned document .
When the image (or file) is added to the message, it appears as a thumbnail on the left of the message being edited.
Regardless of the type of image you add, you can edit it by clicking its thumbnail. To remove an image, click the close button (X) on the image thumbnail.

Typing the message

The message can be typed in the middle section of the window. A toolbar is used to format the message.
Tip: Writing a path (HTML file or page) automatically creates a link in the message if this path is accessible from the computer. The contributor who receives the message will be able to click this link to open the directory or the page.

Save as incident

The "Save as incident" option saves the message as an incident in the Project Management Hub.
In this case, some options must be filled:
  • Contributor to whom the incident is assigned. This contributor must be found in the list of recipients.
  • Set of incidents: The different sets of incidents have been defined in the Project Management Hub.
  • Incident Type: The type of incident can be Incident, Suggestion or other.
  • Project: Name of project corresponding to the incident. The different projects have been defined in the Project Management Hub.
  • Blocker incident: Used to give priority to the incident.
  • Tags associated with the incident.
  • Requirement: the incident can be associated (or not) with a requirement. You can:
    • Link the incident to the current task.
    • Link the incident to another task. In this case, the "..." button is used to find the requested requirement.
    • Don't associate the incident with a requirement.
  • Sprint: the incident can be associated with a sprint. You can:
    • Link the incident to a sprint.
    • Link the incident to no sprint.
    Remark: You cannot link an incident both to a sprint and a requirement.
The "Reproduction information wizard" link allows you to include a WINDEV, WEBDEV or WINDEV Mobile project and an element to reproduce the incident, if necessary.

Save as requirement

The "Save as requirement" option saves the message as a requirement in the Project Management Hub. In this case, some options must be filled:
  • Requirement title.
  • List of requirements. Use the "..." button to search for the desired list of requirements.
  • Requirement manager.
To add a task to the requirement, simply click "+". A task template is then displayed and can be completed by specifying various details:
  • Task title: this title summarizes the task to perform. This title will be displayed in the schedule and in the task list.
  • Project: Name of project associated with the task. You can select an existing project or create a new one.
  • Contributor: Contributor associated with the task.
  • Estimated duration: Estimated task duration. A duration set to null is used to create a task with an undefined duration.
  • Deadline: Estimated task completion date.

Sending the message

To send the message, simply click "Send" (or press F11). The message is immediately sent to the recipients.
Remark: The "Schedule" option is used to send the message at a given date and time.
Schedule message
The message will be displayed at the specified date and time. This option is useful:
  • to avoid disrupting the recipients. By default, when you check the "Schedule" option, the message is sent the same day, one hour later.
  • to perform a reminder at a specific date and time.
Minimum version required
  • Version 14
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Last update: 09/01/2023

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