Difference between revisions of "UTA Calendar Template"

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{{l2}}s associated with a {{l1}} in a [[UTA]] can be displayed in a SmartSimple calendar format. The setting to define the template used for the calendar display of the {{l2}} activities is on the [[UTA Settings - Miscellaneous]] tab. The fields and values to be displayed on the calendar can be customized using the '''UTA Calendar Template'''.
  
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The fields and values to be displayed on the calendar can be customized using the '''UTA Calendar Template'''
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To enable the UTA Calendar, go to the [[UTA Settings - Entity]] tab and check off the "Enable Calendar" option.
  
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[[Image:EnableCalendarwithoutdrop.png|link=]]
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The Calendar tab will then be visible at the top of every {{l1}} page:
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[[Image:CalendarTab.png|link=]]
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By default, the template used for the calendar entries will show the ''Start Time'', ''End Time'' and ''Parent name'' [[standard fields]], as follows:
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[[Image:UTACalendarDefaultTemplate.png|link=|500px]]
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If the following settings are entered into the ''UTA Calendar Template''...<br />
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[[Image:CalendarFieldsSetting.png|link=]]
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...the Calendar entries will appear as follows:
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[[Image:UTACalendarAlternateTemplate.png|link=|500px]]
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'''Note''': entering a new ''UTA Calendar Template'' will overwrite the existing default template.
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The calendar entries can be color-coded using either the color settings on the [[type]] or the [[status]] of the listed {{l2}} activities. This setting is made on the [[UTA Settings - Entity]] tab.
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[[Image:EnableCalendar.png|link=]]
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Users are able to switch between event coloring based on [[Event Types|event type]] or calendar type on the fly from a drop down menu at the top of the calendar.
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[[Image:Calendar_type.png|link=]]
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==Examples of Configuration==
 
This template supports the [[Web Page View Field|web page view]] variables including [[sslogic]].
 
This template supports the [[Web Page View Field|web page view]] variables including [[sslogic]].
 
<br><br>
 
<br><br>
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'''For Example:''' If you have a Level 2 Type called '''Site Visits''', and a custom field on that Level 2 Type called '''Site Location''' with a field ID of '''12345'''. <br>
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'''Example:''' Presume a Level 2 Type called '''Site Visits''', and a custom field on that Level 2 Type called '''Site Location''' with a [[custom field ID]] of '''12345'''. <br>
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You can use the following syntax on the "Calendar Fields" section of the UTA Application Configuration page:
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You can use the following syntax on the "Calendar Fields" section of the [[UTA Settings - Miscellaneous|Miscellaneous]] tab of the [[UTA Settings Page]]:
  
 
::''&lt;!--@sslogic('@type@'='Site Visits')-->@#12345#@''
 
::''&lt;!--@sslogic('@type@'='Site Visits')-->@#12345#@''
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Level 1 fields can be included using ''@parent.''fieldname''@''
 
Level 1 fields can be included using ''@parent.''fieldname''@''
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<br>
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See the [[Web Page View Field Variables]] page for the full list of variables supported.
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==Controlling which Types and Statuses Display on the Calendar==
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* To exclude any given [[Types|Level 2 Type]] from the Calendar, click the Lookup button next to ''Calendar Status'' on the [[Types#Type_Settings|Type settings page]] and select ''None''.
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* The ''Calendar Status'' setting can be also be used to set the statuses, per Type, that are displayed on the Calendar.
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==See Also==
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* The [[Web Page View Field Variables]] page for the full list of variables supported.
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* [[SSlogic]]
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* [[UTA Settings - Miscellaneous]]
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* [[Calendar Event Preview Default Template]]
  
 
[[Category:Universal Tracking Application]][[Category:Calendars]]
 
[[Category:Universal Tracking Application]][[Category:Calendars]]

Latest revision as of 13:05, 8 October 2014

Level 2s associated with a Level 1 in a UTA can be displayed in a SmartSimple calendar format. The setting to define the template used for the calendar display of the Level 2 activities is on the UTA Settings - Miscellaneous tab. The fields and values to be displayed on the calendar can be customized using the UTA Calendar Template.

To enable the UTA Calendar, go to the UTA Settings - Entity tab and check off the "Enable Calendar" option.

EnableCalendarwithoutdrop.png

The Calendar tab will then be visible at the top of every Level 1 page:

CalendarTab.png

By default, the template used for the calendar entries will show the Start Time, End Time and Parent name standard fields, as follows:

UTACalendarDefaultTemplate.png

If the following settings are entered into the UTA Calendar Template...
CalendarFieldsSetting.png

...the Calendar entries will appear as follows:

UTACalendarAlternateTemplate.png 

Note: entering a new UTA Calendar Template will overwrite the existing default template.

The calendar entries can be color-coded using either the color settings on the type or the status of the listed Level 2 activities. This setting is made on the UTA Settings - Entity tab.

EnableCalendar.png

Users are able to switch between event coloring based on event type or calendar type on the fly from a drop down menu at the top of the calendar.

Calendar type.png

Examples of Configuration

This template supports the web page view variables including sslogic.

Example: Presume a Level 2 Type called Site Visits, and a custom field on that Level 2 Type called Site Location with a custom field ID of 12345.
You can use the following syntax on the "Calendar Fields" section of the Miscellaneous tab of the UTA Settings Page:

<!--@sslogic('@type@'='Site Visits')-->@#12345#@
<!--@end-->

This will only display the Site Location field (field ID 12345) for Site Visits Level 2 type activities on the Level 1 calendar.


With multiple conditions:

<!--@sslogic('@type@'='Site Visits' and '@statusname@'!='Closed')-->@#12345#@
<!--@end-->

Will do the same as above, but only if the Status of the Level 2 item is not Closed.


Level 1 fields can be included using @parent.fieldname@

Controlling which Types and Statuses Display on the Calendar

  • To exclude any given Level 2 Type from the Calendar, click the Lookup button next to Calendar Status on the Type settings page and select None.
  • The Calendar Status setting can be also be used to set the statuses, per Type, that are displayed on the Calendar.

See Also

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