Copying Calendars

Owned by Stonebranch
Feb 06, 2023
2 min read

Overview

You can make copies of all Universal Controller records, including calendars, using the standard method for Copying a Record: selecting Insert on the Action menu.

However, this method does not make copies of any records that are associated with the copied record. For calendars, Insert does not make copies of any Custom Days and Triggers that are associated with the calendar.

The Copy option allows you to make a complete copy of a calendar, including all of its associated records.

Copying One or More Calendars from a Calendars List

Step 1

From the Automation Center navigation pane, select Other > Calendars. The Calendars list displays.

Step 2

Locate the calendars(s) you want to copy (see Filtering).

Step 3

Copy the calendar(s):
 
Copy One Calendar

  1. Right-click the Calendar Name to display an Action menu.
  2. Click Copy. A Copy Calendar pop-up dialog displays.

  3. Enter a new name for the calendar and, optionally, select any Business Services that you want the calendar assigned to.
  4. Click Submit to create a copy of the calendar.

 
Copy Multiple Calendars

  1. Ctrl-Click the calendars you want to copy.
  2. Right-click any of the selected calendars to display an Action menu.
  3. Click Copy.
  4. On the Confirmation pop-up that displays, click OK. The copied calendars are added to the list, with - Copy added as a suffix to the Name for each calendar. If a calendar with that - Copy name already exists, another copy is not created.

Copying a Calendar from the Calendar Details

Step 1

Select a calendar from the Calendars list. The Calendar Details for that calendar displays.

Step 2

Either:

  • Click the Copy button.
  • Right-click in the Details to display the Action menu, and then click Copy.

A Copy Calendar pop-up dialog displays.
 

Step 3

Enter a new name for the calendar and, optionally, select any Business Services that you want the calendar assigned to.

Step 4

Click Submit to create a copy of the calendar.

Copy Permissions

To copy a Calendar, you must have both Read permission and Copy command permission for the Calendar you are copying, in addition to having Create permission for the copied Calendar.