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:


Enter a name of a new calendar view.


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.


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.


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.


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.


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


The Sorting section is intended to set the sorting order for the records in the new calendar 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.


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 set how many characters of the record title will be included into the calendar cells.

Allow New

Select the Allow New checkbox if you want to allow adding new records to the calendar view.

Rows to display

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

Details View

The Calendar view gives only a brief overview of records. Detailed record information may be given in any view (other than Calendar). You can define what view will be used to show details of the records. From the Details View drop down list select any view that already exists in the system.

Display record as

With the help of the Display record as options specify if you want to display records as simple text, a link to the View mode or a link to the Edit mode.

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.


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