Calendar

To create the Calendar View, select the Calendar option from the list of view types and click Next. The system will display the Calendar View form comprising the following sections:

Name

Enter a name of a new calendar view.

Notes

The Notes field can hold any developer’s comments that need to be kept for this view. The comments will be visible in the Setup mode only.

Show In Menu

Leave this option checked if the view should be displayed in the menu.

Category

Enter a category name, if you want to group view under a category.

Highlight Color

Select a color to highlight this view in the list displayed in the menu.

Icon

This option allows to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices.

In the User mode the icon will appear to the left of the View name listed in the left menu of the table.

Access

If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view.



Filter

The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

  • If you want to include all records into the view, select All records.
  • If you want to filter records according to certain criteria, select Only records that meet certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered.
  • If you want to enter a custom formula, select Custom formula and add the formula into the expanded field.


Based on

From the Based on list select the date basing on which the records will be displayed in the calendar.

Display

In the Display section specify what period of time should be displayed in the calendar view.


Sorting

The Sorting section is intended to set the sorting order for the records in this view.

  • If you want to sort records by default settings, select Default sorting. Moreover, there is the Edit Default Sorting button allowing to change sorting of the Default View.
  • If you want to set a specific sorting order, select Custom sorting. Use the expanded drop-down lists to define sorting criterion and order.

Columns

The Columns to display section allows you to select which columns data will be displayed in each calendar cell.

  • If you want to use the default set of columns, select Default columns. In this case the Edit Default Columns button will be displayed. It allows to select and reorder columns of the Default View.
  • If you want to use a specific set of columns for the new view, select Custom columns. The system will expand a form to select the necessary columns. In the Search Available Columns field type-in a column name and select this column in the field below. After that click Add (Tip: Hold CTRL to select multiple columns or deselect a selection). Use the group of buttons to the right of the form to change the order of columns in the calendar view.


The Advanced options section is intended to specify additional options:

Characters to display

In the Characters to display field you can set how many characters of the record title will be included into the calendar cells.

Rows to display

In the Rows to display field enter the number of rows that will be displayed in the calendar cells.

Allowed actions

Activate the New checkbox if you want to allow adding new records to the calendar view. To allow drag and drop, just enable the Drag and drop checkbox in the Allowed actions section. Please note, that dragging a record will update a value of the date column selected in the Based on option of the calendar view settings.

Please note, that Drag and drop option works only if the column of the Date type is chosen in the Based on option of the calendar settings. If the timestamp, formula-date or lookup column is used in the Based on option, the Drag and drop can NOT be activated.

Click action

To enable quick navigation there is the Click action view’s setting to control what happens when a user clicks on an event or a task displayed in the calendar view. If the View option is chosen, the user will be navigated to the record view form. In case the Edit option is selected, the user will be navigated to the record edit form.

Details View

The Calendar view gives only a brief overview of records. When you click on the day number displayed in each calendar cell, the detailed record information will be listed. Such detailed information may be given in any view (other than Calendar). You can define what view will be used to show details of the records. In the Details View dropdown you can select any view built in the same table.

Row Colorization

If you want to highlight certain rows, select the Row Colorization check box and enter the formula into the expanded field. The details are expounded in the View Colorization item.

Enable calendar feed

Check the Enable calendar feed checkbox, to feed data of a calendar view to your favorite calendar database (for example, to MS Outlook). When this option is checked, the Clock icon is displayed beside the view name. By clicking the icon you can download the content of the view in iCalendar format for the further import into your favorite calendar database. Alternatively, you can copy the link and subscribe your calendar database to the live feed, if supported.

Enable Embedding

This option allows you to copy/paste simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views.

Help

When the Help text property is filled in, a view page displays small dropdown titled Help just under the tab bar. On user’s click it extends toward the bottom displaying the text you’ve typed.

When finished, click Save to create a new view; click Cancel to discard changes.

Next: Timeline