Creating a Calendar
Step 1 | From the Automation Center navigation pane, select Other > Calendars. The Calendars list displays. Note System Default, the default system calendar, defines the work week. |
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Step 2 | Enter / select Details for a new Calendar, 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 a Save button. The Calendar is added to the database, and all buttons and tabs in the Details are enabled. |
Note
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).
Calendars List Columns
The following Field Picker pop-up dialog identifies the Calendars list columns that are:
- Visible by default.
- Available to be made visible.
Calendar Details
The following Calendar Details is for an existing Calendar.
See the field descriptions, below, for a description of all fields that display in the Calendar Details.
For information on how to access additional details - such as Metadata and complete database Details - for Calendars (or any type of record), see Records.
Calendar Details Field Descriptions
The following table describes the fields, buttons, and tabs that display in the Calendar Details.
Field Name | Description |
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Details | This section contains detailed information about the Calendar. |
Name | Unable to render {include} The included page could not be found. |
Member of Business Services | Unable to render {include} The included page could not be found. |
Description | Unable to render {include} The included page could not be found. |
Business Days | Unable to render {include} The included page could not be found. |
First Day Of Week | Unable to render {include} The included page could not be found. |
Version | Unable to render {include} The included page could not be found. |
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 Task 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 | Unable to render {include} The included page could not be found. |
Calendar Preview | Provides a month-by-month display, for the number of years specified in the Calendar Preview Period In Years Universal Controller system property (starting from the end of the current year), of all Custom Days defined for this calendar. |
Delete | Unable to render {include} The included page could not be found. |
Refresh | Refreshes any dynamic data displayed in the Details. |
Close | For pop-up view only; closes the pop-up view of this calendar. |
Update | Unable to render {include} The included page could not be found. |
Tabs | This section identifies the tabs across the top of the Task Details that provide access to additional information about the task instance. |
Local Custom Days | Unable to render {include} The included page could not be found. |
Custom Days | Unable to render {include} The included page could not be found. Note The Custom Days tab displays in Calendar Details only if the Custom Day Global Permitted Universal Controller system property is set to true. |
Triggers | Lists all triggers that use this calendar. |
Versions | Unable to render {include} The included page could not be found. |
Assigning a Custom Day to a Calendar
There are two ways to assign a Custom Day to a Calendar from Calendar Details:
- Creating Calendars#Assign an Existing Custom Day to a Calendar
- Creating Calendars#Create a Custom Day and Assign It to a Calendar
Assign an Existing Custom Day to a Calendar
Step 1 | Display the Calendar Details of the calendar to which you want to assign a Custom Day. |
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Step 2 | Click the Custom Days tab. The Custom Days list displays a list of any global Custom Days assigned to this Calendar. |
Step 3 | Click the Edit button. The Edit Members pop-up dialog displays:
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Step 4 | To filter the Custom Days listed in the Collection window, enter characters in the text field above the Name column. Only Custom Days containing that sequence of characters will display in the list. |
Step 5 | To assign a Custom Day to the calendar, move it from the Collection window to the Custom Days List window: |
Step 6 | Click Save. |
Create a Custom Day and Assign It to a Calendar
Step 1 | Display the Calendar Details of the calendar to which you want to assign a global Custom Day. |
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Step 2 | Click the Custom Days tab. The Custom Days list displays a list of any global Custom Days assigned to this Calendar. |
Step 3 | Click the New button. A Custom Day Details pop-up for a new global Custom Day displays. |
Step 4 | Enter / select Details for a new Custom Day (see Custom Day Details Field Descriptions). |
Step 5 | Click Save to create the Custom Day, assign it to the Calendar, and add it to the list of all Custom Days. |
Note
You also can assign a Custom Day to a Calendar from the Custom Day Details for that Custom Day (see Creating Custom Days).
Creating a Local Custom Day for a Calendar
You can create a Local Custom Day for a Calendar from the Local Custom Days tab in the Calendar Details.
Local Custom Days are assigned automatically to the Calendar for which they were created. You cannot assign a Local Custom Day to any other Calendar.
Calendar Preview
If you click the Calendar Preview button in the Creating Calendars#Calendar Details, the Controller provides a month-by-month display, for the number of years specified in the Calendar Preview Period In Years Universal Controller system property (starting from the end of the current year), of all Custom Days defined for this calendar.
The Calendar Preview identifies, by color, the four categories of Custom Days:
Name | Color |
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Day | Custom Day name shaded in blue. |
Holidays | Custom Day name shaded in yellow. |
Business Days | Custom Day name shaded in red. |
Period | Custom Day name shaded in green. |
Local Custom Day names are preceded by {L} (if the Custom Day Local Indicator Enabled Universal Controller system property is set to true).
The current day is shaded in blue.
To see the description of a Custom Day in the Calendar Preview, hover your cursor over the Custom Day name.
To see Details of a Custom Day in the Calendar Preview, click the Custom Day name.