Calendar

Calendar is one of the building blocks of Resco mobile apps that displays the activities schedule. Users can switch between day, week, and month view, plus there's the agenda view that displays upcoming events.

Calendars can be added to the app project in several ways:

• You can define one or more "global" calendars that you can add as a menu item to the home screen. Global calendars can contain activities from several entities, for example, appointments and tasks.
• For entities that have the start date and end date fields defined, app users can flip the view to display the records as a calendar.
• This calendar view is also available when you add an associated or unrelated entity list as a tab to a form.

What can be displayed as a calendar

The calendar view is available primarily for activity entities, i.e. entities that include start time and end time fields that can be displayed in a calendar. However, any entity can be displayed as a calendar, if you define the appropriate date fields on the entity view.

Manage global calendars

You can define multiple global calendars. A single calendar can include calendar entries from multiple entities. Each calendar can have different activity entities displayed and different constraints and rules applied.

1. Edit an app project in Woodford.
2. Select PIM > Calendar from the Project menu to display a list of available calendars.

Use the common toolbar functions to create new calendars (New), duplicate them (Clone), edit their properties (Edit), change their name (Rename), delete them (Delete), export them to a file or import them (Import File, Export File).

Calendar properties

Calendar properties are displayed in multiple tabs. Make your changes, then click Save & Close.

Views tab

Select the entity views that will be available in your calendar. This also defines which activity entities will be available on the specific calendar. You can select the default entity and the initial view that will be set each time the calendar is opened. A newly created calendar usually comes with suitable entities preconfigured, but you can click Add Entity to include other activities, as long as they have the date fields defined.

A special view called "Activity" includes several entities/tables denoted as activities. In this way, you can add all these entities en bloc. The following entities don't count as true "activity" entities and are not part of activity view: quoteclose, bulkoperation, orderclose, recurringappointmentmaster, incidentresolution, opportunityclose. You can add them to calendar separately.

Note	If you want to allow users to drag calendar appointments to a different time slot, make sure the Status Reason field is enabled in the view.

Constraints tab

Set the calendar limitations.

• Set Date Range to restrict dates when users can create activities from the calendar.
• Set Time Range to restrict hours when users can create activities from the calendar.
• Use Day Filter to select days that are available on the calendar, and when users can create activities from the calendar.
• Use Tabs to enable/disable calendar views/tabs.
• Check Multi Select View to allow app users to select multiple views that are displayed on the calendar simultaneously.
• Use Offline HTML with JavaScript to extend the functionality of your calendar.

Rules tab

Calendar rules are executed whenever a change on the calendar occurs. It is possible to control the color of the calendar entries based on the Rule's functionality. This is similar to Form rules; prior knowledge and experience with form rules can help you immensely.

You can set different rules for specific activity entity, or you can set up a global rule. When you have both a per-entity and a global rule defined, the entity rule takes precedence and the global rule is not executed for this entity.

Example: We want to color appointments depending on the subject field. When the appointment's subject contains the string "meeting", we want to color this appointment in orange (#FFFF9000 color). To change the color, click Add Step and select Color from the drop-down menu, then enter the color value (#AARRGGBB, AA = Alpha/Transparency, RR = Red channel, GG = Green channel, BB = Blue channel) into the text box in the Assign operator.

See Rules editor for more information.

Add calendar to home

Once you have defined your calendar, you can add it to the Home screen.

1. Edit an app project and go to the Home screen.
2. Select Calendar in the Available Items pane and click Add.
3. Click Save.

Additional configuration

You can find additional calendar settings in Woodford's app project Configuration, as well as in the Setup/Settings section of the mobile app. Regional settings of the device can also affect how the calendar is displayed.

Calendar in the app

The Calendar offers four different views to cater to various scheduling needs: the Agenda view for a list of upcoming events, the Day view for daily activities, the Week view for a summary of the week's schedule, and the Month view for a broader overview of events spread out over the entire month.

While the Agenda view displays all fields from the selected entity view, the other calendar views show only the information from the first field with Primary style. You can customize these views by utilizing Row script.

See also

• Calendar: uncovering its hidden treasures Blog
• Customize labels of your activities Blog
• Calendar in mobile client YouTube

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