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. |
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| Notes | TheNotes 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. |
| 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. |
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| Based on | From the Based on list select the date basing on which the records will be displayed in the calendar. |
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| 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. |
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| Columns | The Columns to display section allows you to select which columns data will be displayed in each calendar cell. |
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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. |
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| 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. |
| 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. |
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When finished, click Save to create a new view; click Cancel to discard changes.