Calendar

Calendar layout displays records on a calendar based on the values in a date or date-time column. It provides a chronological view of your data, making it easier to organize, review, and update records by day, week, or month.

Use the calendar layout to visualize schedules, deadlines, events, and other time-based information without changing the underlying table data. Any updates you make in the calendar are reflected in the corresponding records in the table.

Use cases

Calendar layout is useful for scenarios such as the following:

• Tracking project milestones and deadlines.

• Managing tasks and due dates.

• Scheduling meetings, appointments, and events.

• Planning marketing campaigns and content calendars.

• Monitoring maintenance schedules or service requests.

• Organizing employee leave, shifts, or resource bookings.

• Viewing sales activities or customer follow-ups by date.

In this article, you learn how to create and configure a calendar layout for your table by using an example.

This example uses an Appointments table that stores appointment details for patients and their doctors. Each record includes the Appointment ID, Visit Type, Patient Name, Doctor Name, Start Date and Time, and End Date and Time.

Configure calendar layout

To set up the calendar layout in a table:

1. In the PowerTable tab, select Layout > Calendar. The Calendar Layout Configuration window opens.

1. Configure the following properties for the calendar layout:

• Display Column: Select the column to use as the primary label for records in the calendar layout.

• Start Date: Select the column that contains the start date for the task or event.

• End Date/ Duration: Select the column that contains the end date. Alternatively, select a duration column to calculate the end date automatically in the calendar layout.

1. Select Save.

PowerTable displays table data in an interactive calendar layout. Similar to the table view, you can add, edit, delete, and duplicate tasks directly from the calendar.

Switch views

Use the Month drop-down list to switch between the Month, Week, and Day views. The week view is shown in the following image.

Tip

You can instantly access the Day view by selecting the date on the Month or the Week views.

Customize the view

The calendar layout provides options to customize the display for each calendar view. Select Properties to configure the options for each view.

• Month view: In the month view, use the Properties option to specify the number of weeks to display. The calendar automatically adjusts to fit the current month. You can also show or hide weekends.

• Week view: For the week view, you have the option to choose a 12-hour or 24-hour time format. You can also show or hide ISO week numbers and weekends.

• Day view: For the day view, choose a 12-hour or 24-hour time format and specify the number of days to display in the timeline.

Navigate and view tasks

• Use the Previous and Next arrows at the top to navigate through the calendar timeline.

• Select Today to navigate to the current date in the calendar.

• Hover over the label to see the appointment or task's start and end dates and times.

• Select the label to view the complete record details in a pop-up.

Add a task or appointment

1. Select Add Task on the toolbar to create a new task or appointment. Alternatively, select a date directly on the calendar to create a task or appointment for that date.

2. In the form editor, enter the required details. If the table contains single-select list columns, select the appropriate values from the drop-down list.

1. Select Apply. The appointment is added to the calendar.

2. Use Preview Changes if you want to preview the added tasks. Select Save to Database to save the details to the database.

Note:

• You can select and drag one or more dates to create task start and end dates.

• You can import records in bulk using the Import option under the PowerTable tab.

• Select Backlog Task to view pending tasks that aren't fully configured and have incomplete details.

Edit a task

1. Select the task on the calendar that you want to edit.

2. On the pop-up, select the Expand arrow to open the form editor.

3. In the form editor, edit the task details and select Apply.

Alternatively, right-click on the task and select Manage Record to open the form editor and edit.

Note

Use Customize Form in the form editor to customize the form.

Duplicate or delete a task

Select the task, and then select the Expand arrow. In the three-dot menu, select Duplicate or Delete to duplicate or delete the selected task.

The setting in the Manage Access menu controls the user's delete access.

Filter and bulk edit tasks

Use the toolbar to locate specific tasks.

• Use Filter by keyword to search for tasks by using keywords.

• You can also use the Find and Replace option to bulk edit.

Modify layout

To modify the existing calendar layout and configure a new one, go to Layout > Manage Layout. Select the layout, and then reset or reconfigure the properties.