Calendar View
The Calendar View page type shows trackable events in Daily, Weekly, and Monthly views in a user-friendly calendar format. Organizations can use this Vizion Platform feature to display any date-related information on a calendar, including workplan tasks already established in the system.
Click here for an example scenerio for adding events to a Calendar.
Creating Date/Time Fields Pair (for Calendar Event)
After you have created the date or date/time field(s) and added them to a tab, you can create the Date/Time Fields Pair for your event.
Steps to Add a Date/Time Fields Pair | ||
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1 | Access the Date/Time Fields Pair page: Dev Center > Build Applications > Date/Time Fields Pair. |  |
2 | Click Add. |
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3 | Complete the following fields: Pair Name - Enter the name for the pair. Pair Name Label - Enter the label for the pair. Trackor Type - Select the Trackor Type for the field(s)/tasks for the pair. Date Source - Select the date source for the pair. Additional fields display depending on the selected Date Source. Complete the other fields for the General tab as needed. See General Tab w/ Field Date Source or General Tab w/ Task Date Source for field information. | 
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4 | Click Save/Apply. The Info Columns tab appears for you to select additional fields to display in the Info Window for the event on the Calendar View page. (The fields to choose from here are from primary or parental Trackor Types with “1 to many” Cardinality.) |
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5 | Click OK. The Date/Time Fields Pair page displays with the new pair listed. |
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General Tab w/ Field Date Source
Field | Explanation |
Pair Name | System name for the Date/Time pair |
Pair Name Label | Label name for the Date/Time pair |
Trackor Type | The Trackor Type for the field(s) created for the Date/Time pair |
Date Source | Field |
Primary Title | The first info field to display on the event label and beginning of info window on the calendar (can select a memo type field) |
Secondary Title | The second info field to display on the event label and beginning of info window on the calendar (can select a memo type field) |
Icon | The icon to display for the event on the calendar |
Color Field | The field to determine color for the event on the calendar |
Start Date (or Date/Time) | The field for the start date or date/time |
Finish Date (or Date/Time) | The field for the end date or date/time |
Start Time | If the event includes time, this is the field for the start time |
Finish Time | If the event includes time, this is the field for the end time |
General Tab w/ Task Date Source
Field | Explanation |
Pair Name | System name for the Date/Time pair |
Pair Name Label | Label name for the Date/Time pair |
Trackor Type | The Trackor Type for the field(s) created for the Date/Time pair |
Date Source | Task |
Primary Title | The first info field to display on the event label and beginning of info window on the calendar (can select memo type field) |
Icon | The icon to display for the event on the calendar |
Workplan Template | Select the workplan template. |
Task Date Pair | Select the task date pair. |
Task | Select the task. |
To use Task Date Source:
User needs Read privilege on the TASKS security group
Task must be non-NA
User needs either Read privilege on the Special Task Privs tab or Read privilege for the task date type (baseline, project, actual…) used for the date fields pair
Notes:
Task date assigned to child Trackor Type can't be used.
The User Setting “Hide Start Task Dates” affects how tasks dates display on the Calendar View. If Start Task Dates are hidden, only the finish date is used on the calendar, and it looks like a one-day event. If Start Task dates are shown, the duration of the task is shown on the calendar and can cover multiple days.
The Secondary Title attribute is not available on the admin form for Task date source, but it always shows a task label on the Calendar View in format: "(<date_type_abbr> <task_order_number>) <task_label>"
Calendar View Functionality
Viewing Events
Steps to View Events on the Calendar | ||
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1 | Access the Calendar View page to view the event in a calendar format. Access the Calendar View : Info Center > Data Views > Calendar View. | |
2 | Click the Show Trackor Type Tree icon for Calendar View and select the Trackor Type to display on the calendar. (Admins may create Menu Items for specific Calendar View pages.) | |
3 | The Calendar View page displays for the selected Trackor Type. |
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4 | To display events, access the View Options and select the Date/Time pair to display on the calendar. |
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5 | Click OK. |
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Users can double click an event title on a Calendar page to open the related Trackor form.
View Format
The Calendar View allows for changing between Month, Week, and Day views. The View Options allow
you to choose the Date/Time Pairs to display and the Filter Options work as for a typical Trackor Browser
page. In addition, Quick Search is available to search among all Fields from Date/Time Fields Pair(s) and
Info Columns.
Switch View Mode for Calendar View Options
Users can click the Switch View Mode button to display/hide the Date/Time Pair name in the View
Options for a Calendar page.
Hiding Date/Time Pair Name
Showing Date/Time Pair Name
Filter Logic for Calendar View
We have added support for building conditional expressions in Filter Options for the Calendar View
page.
Using the Calendar View Info Window
Back Arrow
When a date has multiple events, clicking the back arrow on the Info Window displays each event in the Info Window with each click.
Edit Date Pair Button
With the Edit Date Pair button, you can quickly make a change to the date and/or time for an event without leaving the Calendar page and immediately see the change(s) reflected on the Calendar View.
Click the Calendar Event to Display Event Info
Click the Edit Date Pair Button to Open the Edit Window and Make Date/Time Changes
Administration of Calendar View Users need privileges for the ADMIN_DATE_FIELDS_PAIR security group to create Date/Time Fields Pairs.
The tenant parameter DateTimeFieldsPairMaxInfoColumns manages the maximum number of fields for the Info Window Columns with the default being 30. |
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