Creating Calendars - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

Calendars provide views that show objects as they relate to specific dates. Calendars are assigned at the application level. Calendars can be shared across many applications.

Note:

Filters associated with external classes are not available to be added to a calendar.

In order to configure a calendar view successfully, the following must be configured before creating a calendar:

  • The application using the calendar must have a class with a Date or Date/Time data type attribute.

  • The class Auto Name is configured for the classes using a calendar.

Any filter to be used with calendars must meet the filter calendar requirements:

  • The filter must be associated with a class that has a Date or Date/Time data type attribute.

  • The Date or Date/Time data type attribute must be selected as a Display Column.

  • The Date or Date/Time data type attribute must be the first attribute listed in the Display Columns tab. See Display Columns Tab for more information about the Display Columns tab.

Additionally, you may have some objects that contain date range data that you want represented in a calendar view. When date range data is displayed in a calendar, objects will span the days in the calendar that correspond to the date range specified by attribute data. You can configure a calendar using a specific filter to accomplish this. The filter must be configured in the following way:

  • The first Display Column must be the attribute that contains the date or date/time attribute that contains the start date data.

  • The second Display Column must be the attribute that contains the date or date/time attribute that contains the end date data.

To create a calendar:

  1. In the WorkView ribbon, within the General ribbon group, click Calendars. The Calendars dialog box is displayed.
  2. Click Add.
  3. Enter a Name for the calendar.
  4. Select the period of time you want displayed from the Default period drop-down list. You can select either a Monthly period or a Weekly period.
  5. Select an appropriate filter from the drop-down list at the bottom of the screen or create a new filter to use. Filters added to a calendar are available from the calendar view. These filters will determine what objects are displayed on the calendar view.
  6. Click Add.
  7. Select the filter you added. Click the User Groups button under the list of filters. The User Group: <FilterName> dialog box is displayed.
  8. Hover next to the user group you want to grant privileges to the calendar and select the corresponding check box that displays. If you want to grant rights to all user groups, you can place a check mark in the header of the left column.
  9. Click OK.
  10. Assign the appropriate user groups for each filter you added.
  11. To configure the user group for the calendar, select the User Groups tab.
  12. Click Add.
  13. Hover next to the user group you want to grant privileges to the calendar and select the corresponding check box that displays.
  14. Click OK.
  15. When the calendar configuration is complete, click OK.

After a calendar is configured, it can be assigned to an application. In addition, you can edit the selected calendar by clicking Modify.