The Database Calendar view allows you to view your Records within a Calendar view. Alongside this is the ability to display a record according to a Start and End Date. These dates can be taken from any Date field within the form (excluding those with conditional or duplicable related logic), with each record rendering based on the data entered by the user within those fields.
To Enable Start and End Dates:
- Go to Database Settings
- Enable the checkbox setting called "Enable Calendar Start / End Dates
- Once enabled, the Default Calendar Date becomes the Start Date. Update this dropdown to the date field you wish your Start date to be.
- The Default Calendar End Date field is where you can select your end date field.
- The Record will be displayed as a range between these 2 dates.
- Save the Database Settings page to update your view.
Once you've saved these setting options, your Calendar view will automatically update to display the records as a range, according to those Date fields selected in the Database settings (as shown below).
You can view a demonstration of how to enable Start and End Dates below:
Changing Start and End Dates
The dropdown menu's at the top of the page allow you to change your Start/End Dates on the fly. Once you choose a new field in the dropdown, the Record display will automatically update to reflect your new selection. You can also choose to view via Date Created or Last Updated from within this dropdown.
Viewing Date information on the Record
Dates are indicated on the Record display (except on the Quarterly view) and when you hover over the Info icon (as below).
Adding a Record via the Start Date
In addition to adding a Record via the Add button at the top right of the screen, you can also click on any day within the Calendar to create a record. Once a Start Date is enabled on the Calendar view, then whichever day you pick will be automatically populated within that Start Date field on the Record.
Please note that the 'Database' and 'Records' terminology referenced above may appear differently in your platform as these are customisable terms.
If you have any further questions please contact your Customer Success Manager.