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.

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.

Creating Calendar Views

1. Open the Create menu in the bottom left hand corner
2. Click Calendar
3. Enter a name for your calendar
4. Click the next arrow

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

1. Choose which Table you want to show Records from in the ‘Select Table’ field

2. Choose the Calendar Style as Grid or Column

   Different configuration options are available depending on which style you choose

Configuring a Grid Calendar

1. Choose which Field from the Table should show as the event label in the ‘Select Title’ field

   Note you cannot use icon and image Fields

2. Optionally choose to show another Field on a calendar event in the ‘Secondary Field’ section 3.

Configuring a Column Calendar

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 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.

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.

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.

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.