In addition to being able to select a Calendar Start and End Date, you can also set multiple dates and ranges. This means that you can view your record multiple times as it progresses through the various stages of your project, based on the dates or timeframes associated with those stages.
Essentially if a Date field is enabled as part of the display and the corresponding value for that Date is entered on the Record, the Record will appear based on that Date / Range value.
If you wish to read about a specific area of this functionality, you can skip to it by selecting one of the options below:
- Setting up your Multi Date Range Defaults
- Calendar Date(s) Popup
- Selecting Additional Dates, Ranges and adding Custom Labels
- Multi Dates on the Calendar View
- Viewing your Records on the Calendar with Custom Labels
Setting up your Multi Date Range Defaults
With this update, all Calendar defaults and date display options appear in one popup.
Within your Database Settings page is a field called Default Calendar Date(s) which replaces the previous Default, Start and End Date fields. You can edit and select your Default Dates by clicking the Configure button highlighted below. This button will only be available once the Database has been created. Note that all of your existing Default options will automatically be available and preselected in this popup.
Calendar Date(s) Popup
When you click Configure from the Database settings page, a popup (pictured below) will open which will allow you to select your Default Calendar Date(s). Once added and saved, these dates will become the default Date options for all users when they're using the Database's Calendar view.
Only the initial Start Date is required to be filled out, as this sets the Default date by which users will see the Records on the Calendar view.
The dropdowns of each Date option will list all Date fields from within the form. There are a few exceptions to this:
- For the first Date range only, any Date field that contains conditional logic will not appear.
- Date fields from within Duplicable sections are not supported for this feature.
Selecting Additional Dates, Ranges and adding Custom Labels
To view your Records based off more than 1 Date or Range, click the Add button (visible in the image above).
Once you do this, you will be given the option to add Additional Dates, as well as adding in a Custom Name. As Records may appear multiple times in the same calendar view, adding in a Custom name will make it easier to differentiate between them.
A few other things to note:
- The names / counts at the top of each section are specific to the type of field, ie if only a single Date field is selected, then it will be 'Date'. If you also select an End date, this will update to 'Range'.
- You can delete each range / date except the first one in the list.
- If you select a Date as a Start Date, you will not be able be able to select the same Date as the End Date.
Once you've added all of the Dates you wish to track your records against, click Confirm on the popup before Saving your Database Settings.
Multi Dates on the Calendar View
In addition to the Default Calendar dates set in the Database Settings area, the user is also able to edit these on the fly whilst they're on the Calendar view. At the top left of your Database will either be date field dropdowns or a button called Calendar Date(s) (based on what your default selection is).
If you click the button or the Add icon next to the Date fields, you'll be able to view the fields that your Database is currently displaying. From here, each user can tailor their own view. The close icon will clear any changes and revert to the options set as the Default.
Viewing your Records on the Calendar with Custom Labels
When a user is on the Calendar view, they will be able to view Records according to the dates selected. Ie if I have a date range and 2 standalone dates, the user might see 1 record appearing 3 times, based on the dates inputted against those date fields.
If you have also added a Custom Name, this will appear against the relevant entry of that record.
You can read more about your Database Calendar view here.
You can read more about your Databases module here.
Please note that the 'Database' and 'Records' terminology referenced above may appear differently in your platform as these are customizable terms.
If you have any further questions please contact your Customer Success Manager.