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Calendar ​

The Calendar view shows entries on a calendar sheet, positioned via a date field.

The interface describes it as Manage appointments at a glance.

Suited for: appointments, deadlines, bookings, vacation planning, editorial schedules.

Requirement: a date field ​

No calendar without a date field

To see a Calendar, your Grid needs at least one date field.

If one is missing, ApptiveGrid offers to create one directly (Create a date field).

The column types Date and Date and time both work.

Create a calendar ​

  1. Under the Grid, choose Create view.
  2. Choose Calendar.
  3. Under Calendar settings, set the date field.

The dialog is called Set a date field for events:

Which date field would you like to use for this view? Your entries are placed based on the data in this field.

A period instead of a single date ​

The dialog has two fields:

FieldMeaning
FromStart date — determines the position
To (optional)End date — turns the appointment into a period

Without To, the entry appears as a single appointment. With To, it spans multiple days.

Create two fields for periods

For vacations, project phases, or bookings, you need two date columns in the Grid — for example Start and End. Create both before configuring the calendar view, or To won't be available to choose.

Switching the display ​

Three time grids:

  • Day
  • Week
  • Month

Use Today to jump back to the current date.

Which grid for what

Month for a full overview and capacity planning. Week for day-to-day work. Day for appointments with a time — that's where the Date and time column type pays off, since entries appear sorted by time of day.

Creating an appointment ​

Use New event to create an entry directly from the calendar. The chosen date is carried over.

The entry is created in the underlying Grid — with all fields, including ones not visible in the calendar.

Filters and multiple calendars ​

Filters work as in any view.

Multiple calendars on the same data

Instead of maintaining one overloaded calendar, create multiple views: "My appointments" with Assignee is logged-in user, "Confirmed only" with a status filter, "Deadlines" on a different date field.

Each view can use a different date field — the same Grid can thus be viewed by start date and by due date.

→ Filtering, Sorting, Grouping

Next ​

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