Calendar

Calendar View Example

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 sections described below.

General Properties

Calendar View General

Name
Enter a name for the new calendar view.
Notes
This 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 the view under a category.
Highlight Color
Select a color to highlight this view in the list displayed in the menu.
Icon
This option allows you to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals, and more. The Search box above will help you narrow down the list of choices.
Icon

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 based on their roles, select the Restrict access right by role checkbox and choose which roles will have access to this particular view.

Matching Properties

Calendar Matching

Filter
The Matching section is intended to set the filter criteria for the records that will be displayed in the view.
  • All records: select if you want to include all records into the view;
  • Only records that meet certain criteria: select if you want to filter records according to certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered;
  • Custom formula: select if you want to enter a custom formula and add the formula into the expanded field.

Calendar Properties

Calendar Section

Based on
From the list, select the date based on which the records will be displayed in the calendar.
Display
Specify what period of time should be displayed in the calendar view.

Sorting Properties

Default Sorting

Sorting
This section is intended to set the sorting order for the records in this view.
  • Default sorting: select if you want to sort records by default settings. Moreover, there is the Edit Default Sorting button allowing to change the sorting of the Default View.
  • Custom sorting: select if you want to set a specific sorting order. Use the expanded drop-down lists to define sorting criteria and order.

Columns To Display

Calendar Columns

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

Advanced Options

Calendar Advanced Options

The Advanced options section is intended to specify additional options:

Characters to display
Set how many characters of the record title will be included in the calendar cells.
Rows to display
Enter the number of rows that will be displayed in the calendar cells.
Allowed actions
The following options are available:
  • New: activate the checkbox if you want to allow adding new records to the calendar view.
  • Drag and drop: enable the checkbox to allow drag and drop. Please note that dragging a record will update the value of the date column selected in the Based on option of the calendar view settings.

Please note that the 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 cannot be activated.

Click action
This setting allows enabling quick navigation to control what happens when a user clicks on an event or task displayed in the calendar view:
  • None: the user will not be navigated anywhere;
  • View: the user will be navigated to the record view form;
  • Edit: if this 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 checkbox and enter the formula into the expanded field. The details are expounded in the View Colorization item.
Enable calendar feed
Check the checkbox to feed data from 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 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 a simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views.

Help

Help
When this text property is filled in, a view page displays a small dropdown titled "Help" just under the tab bar. On the 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.