UTA Calendar Template

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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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