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Step 1 | From the Automation Center navigation pane, select Other Calendars > Custom Days. The Custom Days list displays. |
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Step 2 | Enter / select Details for a new Custom Day, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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Step 3 | Click the button. The Custom Day is added to the database, and all buttons and tabs in the Details are enabled. |
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To open an existing record on the list, either:
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Depending on the values that you enter / select for these fields, more (or less) fields may display. See the field descriptions, below, for a description of all fields that may display in the Custom Day Details.
For information on how to access additional details - such as Metadata and complete database Details - for Custom Days (or any type of record), see Records.
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Field Name | Description | ||||||||||||
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Details | This section contains detailed information about the Custom Day. | ||||||||||||
Name |
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Version | System-supplied; version number of the current record, which is incremented by the system every time a user updates a record. Click the Creating Custom Days#Versions Versions tab to view previous versions. For details, see Record Versioning. | ||||||||||||
Description |
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Date (yyyy-mm-dd) | If Creating Custom Days#Type Type = Single Date; specific date for this Custom Day (selected from the drop-down lists or the Calendar tool). | ||||||||||||
Dates | If Creating Custom Days#Type Type = List of Dates; multiple specific dates for this Custom Day.
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| If Creating Custom Days#Type Type = Relative Repeating Date; Occurrence of this day in the month. Options: 1st, 2nd, 3rd, 4th, Last, Last Day, Last Business Day, Every, Nth. Example: The 4th Thursday of November. | ||||||||||||
Nth Amount | If Creating Custom Days#Category Category = Day, Business Day, or Holiday and Creating Custom Days#When When = Nth; Value of N. | ||||||||||||
Nth Type | If Creating Custom Days#When When = Nth; Type of Nth Day.
Default is Day.
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Day Of Week | If Creating Custom Days#Type Type = Relative Repeating Date and Creating Custom Days#When When is 1st, 2nd, 3rd, 4th, Last, or Every; Day of the week. Example: The 4th Thursday of November. | ||||||||||||
Month | If Creating Custom Days#Type Type = Relative Repeating Date or Absolute Repeating Date; Month of the year, or All. Example: The fourth Thursday of November. | ||||||||||||
Day | If Creating Custom Days#Type Type = Absolute Repeating Date; Day of the month (1 through 31). Example: December 25. | ||||||||||||
| If Creating Custom Days#Type Type = Relative Repeating Date; Allows you to adjust the Relative Repeating Date by a less or plus number of Days or Business Days.
Default is - - None - -.
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| If Creating Custom Days#Adjustment Adjustment = Less or Plus; Allows you to specify the number of Days or Business Days to adjust the Relative Repeating Date. Maximum is 366. Default is 1. | ||||||||||||
| If Creating Custom Days#Adjustment Adjustment = Less or Plus; Allows you to specify the type of day by which to adjust the Relative Repeating Date.
Default is Day.
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| If Creating Custom Days#Category = Category = Holiday and Creating Custom Days#Type Type = Relative Repeating Date or Absolute Repeating Date; Allows you to specify the actual day of the week on which the holiday occurs and a day of the week on which you want the holiday observed. | ||||||||||||
Metadata | This section contains Metadata information about this record. | ||||||||||||
UUID | Universally Unique Identifier of this record. | ||||||||||||
Updated By | Name of the user that last updated this record. | ||||||||||||
Updated | Date and time that this record was last updated. | ||||||||||||
Created By | Name of the user that created this record. | ||||||||||||
Created | Date and time that this record was created. | ||||||||||||
Buttons | This section identifies the buttons displayed above and below the Custom Day Details that let you perform various actions. | ||||||||||||
Save | Saves a new task record in the Controller database. | ||||||||||||
Save & New | Saves a new record in the Controller database and redisplays empty Details so that you can create another new record. | ||||||||||||
Save & View | Saves a new record in the Controller database and continues to display that record. | ||||||||||||
New | Displays empty (except for default values) Details for creating a new record. | ||||||||||||
Update |
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Delete |
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Refresh | Refreshes any dynamic data displayed in the Details. | ||||||||||||
Close | For pop-up view only; closes the pop-up view of this task. | ||||||||||||
Tabs | This section identifies the tabs across the top of the Custom Day Details that provide access to additional information about the task instance. | ||||||||||||
Calendars |
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Step 1 | Open a Calendar for which you want to create a Local Custom Day. |
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Step 2 | Click the Local Custom Days tab to display a list of existing Local Custom Days for that Calendar. |
Step 3 | Click the New the button to display Local Custom Day Details for a new Local Custom Day. |
Step 4 | Enter / select Details for a new Custom Day, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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Step 5 | Click the button. The Custom Day is added to the database, and all buttons and tabs in the Details are enabled. |
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Depending on the values that you enter / select for these fields, more (or less) fields may display. See the field descriptions, below, for a description of all fields that may display in the Custom Day Details.
For information on how to access additional details - such as Metadata and complete database Details - for Local Custom Days (or any type of record), see Records.
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Field Name | Description | |||||||||||||
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Details | This section contains detailed information about the Custom Day. | |||||||||||||
Name |
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Calendar | Read only; Calendar for which this Local Custom Day was created.
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Description |
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Category |
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Date (yyyy-mm-dd) | If Creating Custom Days#Type Type = Single Date; specific date for this Custom Day (selected from the drop-down lists or the Calendar tool). | |||||||||||||
Dates | If Creating Custom Days#Type Type = List of Dates; multiple specific dates for this Custom Day.
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When | If Creating Custom Days#Type Type = Relative Repeating Date; Occurrence of this day in the month. Options: 1st, 2nd, 3rd, 4th, Last, Last Day, Last Business Day, Every. Example: The 4th Thursday of November. | |||||||||||||
Nth Amount | If Creating Custom Days#Category Category = Day, Business Day, or Holiday and Creating Custom Days#When When = Nth; Value of N. | |||||||||||||
Nth Type | ||||||||||||||
Day Of Week | If Creating Custom Days#Type Type = Relative Repeating Date; Day of the week. Example: The 4th Thursday of November. | |||||||||||||
Month | If Creating Custom Days#Type Type = Relative Repeating Date or Absolute Repeating Date; Month of the year, or All. Example: The fourth Thursday of November. | |||||||||||||
Day | If Creating Custom Days#Type Type = Absolute Repeating Date; Day of the month (1 through 31). Example: December 25. | |||||||||||||
| If Creating Custom Days#Type Type = Relative Repeating Date; Allows you to adjust the Relative Repeating Date by a less or plus number of Days or Business Days.
Note | title |
Default is - - None - -.
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| If Creating Custom Days#Adjustment Adjustment = Less or Plus; Allows you to specify the number of Days or Business Days to adjust the Relative Repeating Date. Maximum is 366. Default is 1. | |||||||||||||
| If Creating Custom Days#Adjustment Adjustment = Less or Plus; Allows you to specify the type of day by which to adjust the Relative Repeating Date.
Default is Day.
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| If Creating Custom Days#Category Category = Holiday and Creating Custom Days#Type Type = Relative Repeating Date or Absolute Repeating Date; Allows you to specify the actual day of the week on which the holiday occurs and a day of the week on which you want the holiday observed. | |||||||||||||
Metadata | This section contains Metadata information about this record. | |||||||||||||
UUID | Universally Unique Identifier of this record. | |||||||||||||
Updated By | Name of the user that last updated this record. | |||||||||||||
Updated | Date and time that this record was last updated. | |||||||||||||
Created By | Name of the user that created this record. | |||||||||||||
Created | Date and time that this record was created. | |||||||||||||
Buttons | This section identifies the buttons displayed above and below the Custom Day Details that let you perform various actions. | |||||||||||||
Save | Saves a new task record in the Controller database. | |||||||||||||
Save & New | Saves a new record in the Controller database and redisplays empty Details so that you can create another new record. | |||||||||||||
Save & View | Saves a new record in the Controller database and continues to display that record. | |||||||||||||
New | Displays empty (except for default values) Details for creating a new record. | |||||||||||||
Update |
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Delete |
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Refresh | Refreshes any dynamic data displayed in the Details. | |||||||||||||
Close | For pop-up view only; closes the pop-up view of this task. | |||||||||||||
Tabs | This section identifies the tabs across the top of the Custom Day Details that provide access to additional information about the task instance. | |||||||||||||
Calendars |
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Since Business Days are defined by a Calendar and its Custom Days (if the Exclude Holidays For Business Days Universal Controller system property is set to true), specifying a Business Day Creating Custom Days#Adjustment Adjustment Type requires that the Custom Day belong to at least one Calendar in order to generate a list of qualifying dates. The following error message will display if you try to generate a list of qualifying dates before adding the Custom Day to a Calendar:
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Step 1 | Click the Creating Custom Days#List List Qualifying Dates button in the Custom Day Details. | |||||
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Step 2 | If the Custom Day does not specify a Business Day Creating Custom Days#Adjustment Adjustment Type, a list of Qualifying Dates for the Custom Day displays. | |||||
Step 3 | If the Custom Day specifies a Business Day Creating Custom Days#Adjustment Adjustment Type, the List Qualifying Dates Input dialog displays when you click the Creating Custom Days#List List Qualifying Dates button.
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Step 1 | Click the Creating Custom Days#List List Qualifying Period button in the Custom Day Details. |
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Step 2 | A list of Qualifying Periods for the Custom Day displays. |
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There are two ways to assign a Custom Day to a Calendar from Custom Day Details:
- Creating Custom Days#Assign Assign a Custom Day to an Existing Calendar
- Creating Custom Days#Create Create a Calendar and Assign the Custom Day to It
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Step 1 | Display the Custom Day Details of the Custom Day that you want to assign to a Calendar. |
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Step 2 | Click the Calendars tab. A list of any Calendars to which the Custom Day is assigned displays. |
Step 3 | Click the Edit button. The Edit Members pop-up dialog displays:
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Step 4 | To filter the Calendars listed in the Collection window, enter characters in the text field above the Name column. Only Calendars containing that sequence of characters will display in the list. |
Step 5 | To assign the Custom Day to a Calendar, move the Calendar from the Collection window to the Calendars List window: |
Step 6 | Click Save. |
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To unassign the Custom Day to a Calendar, move the Calendar from the Calendars List windows to the Collection window:
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Step 6 | Click Save. |
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Step 1 | Display the Custom Day Details of the Custom Day that you want to assign to a new Calendar. |
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Step 2 | Click the Calendars tab. The Calendars list displays a list of any Calendars to which the Custom Day already is assigned. |
Step 3 | Click the New the button. A Calendar Details pop-up for a new Calendar displays. |
Step 4 | Enter / select Details for a new Calendar (see Calendar Details Field Descriptions). |
Step 5 | Click the button to create the Calendar, assign the Custom Day to it, and add it to the list of all Calendars. |