TotalBase
Types

Calendar

Rows on a month, week, day or agenda calendar by a date column.

In the admin: New DataView › Calendar · Settings › Views › Calendar

A Calendar places each row on the day of one of its dates. Use it for anything scheduled: visits, appointments, deliveries, due dates.

At Acme, Schedule shows every technician visit on the day and hour it's planned, green once the technician has checked in.

The Schedule calendar, week view: visits by hour, checked-in ones in green.
The Schedule calendar, week view: visits by hour, checked-in ones in green.

What it needs

A date or timestamp column. A calendar uses one date per row; for rows that span a start and an end, use a Gantt.

The layout

Field
DateRequired. Rows are placed on the day this column falls on
Event titleRequired. The event's headline
Event descriptionOptional, shown when the event is opened
ColorOptional, a color per row
Default event colorUsed when there's no Color, or it's empty
Week starts onSunday or Monday
Default viewMonth (the default), Week, Day or Agenda

Title, description and color take a column or a formula. Acme colors visits with IF(ISBLANK({{check_in_at}}), "sky", "green"), a palette color.

What users can do

  • Switch between Month, Week, Day and Agenda. Agenda lists a month's events, past days included. On a phone, Month opens as Agenda.
  • Drag an event to another day to reschedule it. The row is updated through the Data API, where the user may update it.
  • Click an empty day or hour to create a row with that date already filled in.
  • Open an event to see its record, and in Day and Agenda, download it as an .ics file for their own calendar.

The calendar reads only the rows in the visible range, so moving to another month reads that month.

Limits

Up to 500 events in the visible range (dataviews.calendar_max_events, in Settings › Features › DataViews).

Next steps