Calendars Overview

Owned by Stonebranch
Feb 06, 2023
2 min read

Overview

Calendars define business days, holidays, and other special days. Universal Controller uses calendars, in conjunction with triggers, to define when tasks are run.

Setting up Calendars

The process for setting up your calendars is:

Create global custom days

Create the global custom days that you will need for any of your calendars.

Create calendars

Create one or more calendars that will need for any of your triggers.

Assign global custom days to calendars

Assign one or more of the global custom days to one or more of the calendar(s).

Create local custom days

Create any local custom days to be used only by the Calendars for which they were created.

Create copies of calendars

Create one or more copies of any calendar, as desired.

You can assign a global custom day, which can be used by any calendar, to a calendar either from the Custom Day or from the Calendar.

A local custom day, which can used used only by the calendar for which it was created, is automatically assigned to that calendar.

Using Calendars

The Controller uses the calendar specified in a trigger to determine the run dates for the task(s) specified in that trigger:

  • If you select Business Days in a trigger, the calendar identifies those business days.
  • If you select Day Style = Complex in a trigger:
    • All custom days - for a single day - attached to the calendar are selectable day types (in the trigger's Date Noun drop-down menu).
    • All custom days - for a period of days - attached to the calendar are selectable day types (in the trigger's Date Qualifier drop-down menu).
  • If you select Special Restriction in a trigger, the calendar defines the Holidays or Non Business days.