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Custom Days

Custom Days are global custom days; they can be assigned to any Calendar. You create a Custom Day via the Custom Days page, which is accessed via the Automation Center navigation pane.

Local Custom Days

Local Custom Days are assigned automatically only to the Calendar for which they were created. You create a Local Custom Day via the Local Custom Days tab in a Calendar Details.

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Step 1

From the Automation Center navigation pane, select Calendars > Custom Days. The Custom Days list displays.
 
To the right of the list, Custom Day Details for a new Custom Day displays.
 

Step 2

Enter / select Details for a new Custom Day, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the  button above the list to display a pop-up version of the Details.

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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Note
titleNote

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

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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.

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Field Name

Description

Details

This section contains detailed information about the Custom Day.

Name

Include Page
IL:Name - Custom Day
IL:Name - Custom Day

Version

System-supplied; version number of the current record, which is incremented by the system every time a user updates a record. Click the 16417097 Versions tab to view previous versions. For details, see Record Versioning.

Description

Include Page
IL:Summary
IL:Summary

Anchor
Category
Category
Category

Include Page
IL:Custom Day Category
IL:Custom Day Category

Anchor
Type
Type
Type

Include Page
IL:Type - Custom Day
IL:Type - Custom Day

Date (yyyy-mm-dd)

If 16417097 Type = Single Date; specific date for this Custom Day (selected from the drop-down lists or the Calendar tool).

Dates

If 16417097 Type = List of Dates; multiple specific dates for this Custom Day.
 

 
The icons at the top of the list let you perform the following tasks:
 

Include Page
IL:Custom Day Dates IL
IL:Custom Day Dates IL


Note
titleNote

The Purge Dates From Custom Day List Older Than Universal Controller system property lets you automatically purge dates from a List of Dates.


Anchor
When
When
When

If 16417097 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 16417097 Category = Day, Business Day, or Holiday and 16417097 When = Nth; Value of N.

Nth Type

If 16417097 When = Nth; Type of Nth Day.
 
Options:

  • Day
  • Business Day

Default is Day.
 

Note
titleNote

Business Day is not allowed if 16417097 Category is Holiday or Business Day.


Day Of Week

If 16417097 Type = Relative Repeating Date and 16417097 When is 1st, 2nd, 3rd, 4th, Last, or Every; Day of the week. Example: The 4th Thursday of November.

Month

If 16417097 Type = Relative Repeating Date or Absolute Repeating Date; Month of the year, or All. Example: The fourth Thursday of November.

Day

If 16417097 Type = Absolute Repeating Date; Day of the month (1 through 31). Example: December 25.

Anchor
Adjustment
Adjustment
Adjustment

If 16417097 Type = Relative Repeating Date; Allows you to adjust the Relative Repeating Date by a less or plus number of Days or Business Days.
 
Options:

  • - - None - -
  • Less
  • Plus

Default is - - None - -.
 

Note
titleNote

The Adjustment field is not available if the 16417097 Category is Period.


Anchor
Adjustment Amount
Adjustment Amount
Adjustment Amount

If 16417097 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.

Anchor
Adjustment Type
Adjustment Type
Adjustment Type

If 16417097 Adjustment = Less or Plus; Allows you to specify the type of day by which to adjust the Relative Repeating Date.
 
Options:

  • Day
  • Business Day

Default is Day.
 

Note
titleNote

Business Day is not allowed if 16417097 Category is Holiday or Business Day.


Anchor
Observed Rules
Observed Rules
Observed Rules

If 16417097 Category = Holiday and 16417097 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.
 

 
You can specify any number of actual days of the week for a holiday, and any corresponding observed days. The specified observed day for a holiday is the day of the week closest to the holiday, whether it is a preceding day or a following day.
 
For example, if you specify the day of the week for a holiday as Sunday, and the observed day as Monday, the observed day will be the Monday following the Sunday holiday, since that is the Monday closest to the holiday. Similarly, if you specify the day of the week for a holiday as Saturday, and the observed day as Friday, the observed day will be the Friday preceding the Saturday holiday, since that is the Friday closest to the holiday.

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

Include Page
IL:Update button
IL:Update button

Anchor
List Qualifying Dates
List Qualifying Dates
List Qualifying Dates

Include Page
IL:List Qualifying Dates button - 6.4.1
IL:List Qualifying Dates button - 6.4.1

Anchor
List Qualifying Periods
List Qualifying Periods
List Qualifying Periods

Include Page
IL:List Qualifying Periods button - 6.4.1
IL:List Qualifying Periods button - 6.4.1

Delete

Include Page
IL:Delete button
IL:Delete button

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

Include Page
IL:Calendar Custom Days tab
IL:Calendar Custom Days tab

Anchor
Versions tab
Versions tab
Versions

Include Page
IL:Versions tab
IL:Versions tab

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Step 1

Open a Calendar for which you want to create a Local Custom Day.

Step 2

Click the Local Custom Days tab to display a list of existing Local Custom Days for that Calendar.
 

Step 3

Click 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.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the  button above the list to display a pop-up version of the Details.

Step 5

Click the  button. The Custom Day is added to the database, and all buttons and tabs in the Details are enabled.

...

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.

...

Field Name

Description

Details

This section contains detailed information about the Custom Day.

Name

Include Page
IL:Name - Custom Day
IL:Name - Custom Day

Calendar

Read only; Calendar for which this Local Custom Day was created.
 

Note
titleNote

This field displays only if the Local Custom Day Details is opened:

  • From a reference item.
  • From a report on the Local Custom Day table (ops_local_custom_day).
  • In a tab from the Local Custom Days list.


Description

Include Page
IL:Summary
IL:Summary

Category

Include Page
IL:Custom Day Category
IL:Custom Day Category

Anchor
Type
Type
Type

Include Page
IL:Type - Custom Day
IL:Type - Custom Day

Date (yyyy-mm-dd)

If 16417097 Type = Single Date; specific date for this Custom Day (selected from the drop-down lists or the Calendar tool).

Dates

If 16417097 Type = List of Dates; multiple specific dates for this Custom Day.
 

 
The icons at the top of the list let you perform the following tasks:
 

Include Page
IL:Custom Day Dates IL
IL:Custom Day Dates IL

When

If 16417097 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 16417097 Category = Day, Business Day, or Holiday and 16417097 When = Nth; Value of N.

Nth Type

If 16417097 When = Nth; Type of Nth Day.
 
Options:

  • Day
  • Business Day

Default is Day.

Day Of Week

If 16417097 Type = Relative Repeating Date; Day of the week. Example: The 4th Thursday of November.

Month

If 16417097 Type = Relative Repeating Date or Absolute Repeating Date; Month of the year, or All. Example: The fourth Thursday of November.

Day

If 16417097 Type = Absolute Repeating Date; Day of the month (1 through 31). Example: December 25.

Anchor
Adjustment
Adjustment
Adjustment

If 16417097 Type = Relative Repeating Date; Allows you to adjust the Relative Repeating Date by a less or plus number of Days or Business Days.
 
Options:

  • - - None - -
  • Less
  • Plus

Default is - - None - -.
 

Note
titleNote

The Adjustment field is not available if the 16417097 Category is Period.


Anchor
Adjustment Amount
Adjustment Amount
Adjustment Amount

If 16417097 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.

Anchor
Adjustment Type
Adjustment Type
Adjustment Type

If 16417097 Adjustment = Less or Plus; Allows you to specify the type of day by which to adjust the Relative Repeating Date.
 
Options:

  • Day
  • Business Day

Default is Day.
 

Note
titleNote

Business Day is not allowed if 16417097 Category is Holiday or Business Day.


Anchor
Observed Rules
Observed Rules
Observed Rules

If 16417097 Category = Holiday and 16417097 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.
 

 
You can specify any number of actual days of the week for a holiday, and any corresponding observed days. The specified observed day for a holiday is the day of the week closest to the holiday, whether it is a preceding day or a following day.
 
For example, if you specify the day of the week for a holiday as Sunday, and the observed day as Monday, the observed day will be the Monday following the Sunday holiday, since that is the Monday closest to the holiday. Similarly, if you specify the day of the week for a holiday as Saturday, and the observed day as Friday, the observed day will be the Friday preceding the Saturday holiday, since that is the Friday closest to the holiday.

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

Include Page
IL:Update button
IL:Update button

Anchor
List Qualifying Dates
List Qualifying Dates
List Qualifying Dates

Include Page
IL:List Qualifying Dates button - 6.4.1
IL:List Qualifying Dates button - 6.4.1

Anchor
List Qualifying Periods
List Qualifying Periods
List Qualifying Periods

Include Page
IL:List Qualifying Periods button - 6.4.1
IL:List Qualifying Periods button - 6.4.1

Delete

Include Page
IL:Delete button
IL:Delete button

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

Include Page
IL:Calendar Custom Days tab
IL:Calendar Custom Days tab

Anchor
Versions tab
Versions tab
Versions

Include Page
IL:Versions tab
IL:Versions tab

...

Note
titleNote

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 16417097 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:

Custom Day has Business Day adjustment type and must be associated with at least one Calendar before List Qualifying Dates can be executed.


Step 1

Click the 16417097 List Qualifying Dates button in the Custom Day Details.

Step 2

If the Custom Day does not specify a Business Day 16417097 Adjustment Type, a list of Qualifying Dates for the Custom Day displays.
 

Step 3

If the Custom Day specifies a Business Day 16417097 Adjustment Type, the List Qualifying Dates Input dialog displays when you click the 16417097 List Qualifying Dates button.
 

 
Select a Calendar and click Submit to see list of Qualifying Dates for the selected Calendar, which is identified at the top of the list.
 

Note
titleNote

This step does not apply to Local Custom Days, since each Local Custom Day belongs to a single calendar.


Anchor
Generating a List of Qualifying Periods
Generating a List of Qualifying Periods
Generating a List of Qualifying Periods

Step 1

Click the 16417097 List Qualifying Period button in the Custom Day Details.

Step 2

A list of Qualifying Periods for the Custom Day displays.
 

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