Calendar

Customizing the Calendar control

The Calendar control is usually used to display activities in a calendar view. 

To configure it, you can press the down arrow (▾) to open up its contextual menu. In the below example, we have a calendar object named CalendarActivity

By selecting, Calendar Builder, you can configure how the calendar looks and what it will display. 

Calendar Builder - Configuring the calendar control

There are five areas you can configure when you go into the Calendar Builder of the calendar control. The different areas include:

  • Options - Base table, time displays, whether or not it can be editable
  • Display - Choose which layouts are avaible for the different calendar views
  • Fields - Set which fields define the parameters of the calendar
  • Filter & View - Filter the records which are shown in the calendar
  • Event Hover Card - Configure what is shown when user hovers over calendar event

Options

Configuring the Calendar Options allows you to set many details and defaults for the calendar.

  • Select a base table - Select which table holds the records you wish to show in the calendar. Usually, this uses the Activity table.
  • Display event times (mobile) - Select how you wish to show the event times on the calendar on a mobile device.
  • Day start time - Set the time when the day starts. Activities ending before this time will not show. 
  • Day end time - Set the time when the day ends. Activities starting after this time will not show. 
  • Can be edited - Check so the user can create or edit events in the calendar.
  • All day appointments - Check to have all day appointments at the top of the calendar.


Display

There are multiple calendar views a user can choose. For each calendar view, there are different layouts. This Display section allows you to define what layouts are available for the user to choose.

  • Default Display - Which calendar view and layout will be used by default.
  • Day and Week options - Select which layouts are available for the user
    • Standard - calendar entries for different resources will not be separated
    • Vertical - calendar entries will be separated into columns for each resource
    • Horizontal - calendar entries will be separated into rows for each resource
  • Month options - Only one option here, the standard calendar view you are familiar with
  • List options - Select which layouts are available for the user
    • Weekly - show only entries for the selected week
    • Monthly - show entries for the entire month


Fields

The Fields section allows you to set the parameters for the calendar from the fields of the chosen base table. 

  • Resource - By default, all the events in the calendar will be grouped by resource. The calendar allows you to select one or more resources to display. For example, the resource in the Acitivities calendar is the AssignedTo field. Thus, you can choose to show the activities for one or more Method users.
    • Default to user signed in - Set the default resource to the user signed in. Field chosen must hold Method Users (dropdown of Users table).
  • Start date & time - Set which field in the base table holds the start date for an event in the calendar.
  • End date & time - Set which field in the base table holds the end date for an event in the calendar.
  • Appointment colors - Set which field in the base table defines the color for an event in the calendar.
  • All day appointment (optional) - Set which boolean field in the base table defines an event as an all day appointment.


Filter & View

The Filter & View section lets you restrict which records are shown in the calendar. 

You can set up what records can be shown by using the criteria builder. See our article on The Criteria Builder to get a better idea on how to build proper conditions to filter records.


Event Hover Card

When the user hovers their mouse over an event in the calendar, a hover card appears giving more details about the event. The Event Hover Card section lets you define what details will show.

  • Start date - Show the start date for the event
  • End date - Show the end date for the event
  • Title - Show the activity type (if activity table for base table)
  • Start time - Show the start time for the event
  • End time - Show the end time for the event
  • Description - Show the comments and the contact (if activity table for base table)

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