Calendar
Calendars allow you to visualise records on a time-scale, they are based off an existing Report.
To create a standalone Calendar
- Open an Application in Edit mode
- Open the 'Create New Page' menu (click
)
- Select New Calendar
- Select Create
New Calendar dialogue
When you press Create (above) the New Calendar dialogue appears, see screenshot.
To complete the New Calendar dialogue:
- Enter a name for the Calendar in the Name field (this will be title for the Calendar)
- Enter a description in the Description field
- In the Report field, select the Picker Icon (pencil), the Select Report dialogue appears
- Select the Report for the Calendar items and press OK
- Optionally complete additional setup options (Advanced, Format, Deployment)
Create New Calendar dialogue
Optional Configuration
You may wish to fine tune the look and feel of your calendar - find out how to further configure your Calendar.
Add Navigation Access to the Calendar
The final step to perform when configuring a Calendar is to set up Navigation Access rules so that users can view the calendar (security rules are automatically inherited from the parent Report).