Calendar Views

Calendar Views allow you to see your Records plotted on a variety of calendar layouts. This could be useful for:

  • Meeting Schedule

    See you upcoming scheduled client meetings

  • Project Timelines

    Plot all your projects on one calendar view to see when teams might require some extra support or time

  • Employee Holidays & Sickness

    Show a calendar of employee absences divided up by team or group

Gridfox offers two types of Calendar View: the Column and the Grid.

The Grid Calendar shows a month of data at one time.

Grid Calendar

The Column Calendar can be used to show a week, several weeks or several months of data depending on the settings chosen. You can also optionally divide the columns into rows to group the Records.

Column Calendar

Creating Calendar Views

To create a new Calendar View, open up the Create menu in the bottom left corner and choose the Calendar option.

TIP

You can use Ctrl + \ to open the Create menu if it is currently collapsed.

Enter a name for your new Calendar View and click the next arrow.

Create Calendar View

The Calendar settings will be shown in the left hand menu bar.

Choosing a Table for Calendar View

Start by choosing which Table you want to show Records from on the Calendar View.

In the Select Table Field, choose the Table.

Table Setting

Specifying Grid or Column Calendar

Now choose whether you want a Grid layout or Column style for the Calendar.

Calendar Style

If you select the Column style, some additional configuration will be shown in the panel: Column Settings, Row Settings and Total Field.

Column Settings

These settings are for:

  • Column Settings

    Choose whether each column should show a day, a week or a month of data.

  • Row Settings

    Optionally group the Records into rows based on a List Field, a User Field, a User Group Field or Time.

    Choosing one of these, except the Time option, will show an additional setting for you to pick which Field should be used.

  • Total Field

    Optionally show the total value in a chosen Field for each of the columns. This can be a Money or Number Field.

Selecting Title and Secondary Fields

In Select Title and Secondary Field choose which Fields from the Table should show in the Event on the calendar. The Secondary Field is optional.

Note that icon and image Fields cannot be selected as the Title or Secondary Field for a Calendar View.

Selecting Date Fields

Now choose which Fields should be used to set the start and end date of each calendar event. If you want to use Date Fields then select the All Day option in the Show Events section. If instead you want to use Date Time Fields, select the Timed option.

Select the Fields in the Select Start Date and Select End Date section.

Time Settings

Color Coding Calendar Events

You can optionally color code each Event on the Calendar based on the value in a List, User or Group Field. Select this in the Colour Settings section.

Once you have finished all the configuration, click Save to create your new Calendar View.

Updating Calendar Views

Calendar Views can be amended at any time.

Click Edit Current View when you are looking at the Calendar. Alternatively, open the View menu and click Edit.

TIP

You can use Ctrl + space to open the View Editor.

Make any changes that are needed and then click the Save button. Changes will take effect immediately for everyone in the Project.

Renaming a Calendar

To change the name of one of your Calendars, amend the Screen Name at the top of the calendar settings panel.

Calendar name setting

Deleting Calendar Views

To delete a Calendar View, open the View Menu for the Calendar in the navigation bar and select Delete. Confirm the action by clicking Delete again.

Alternatively, select the Calendar View in the navigation bar and click Edit Current View.

Click the Delete icon in the top of the settings panel. Confirm the action by clicking Delete button.

Delete Calendar

NOTE

Deleting a Calendar View cannot be undone.

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