The Calendar Widget is a powerful tool that allows you to present data in a calendar format on your dashboard. This widget is perfect for organizing and visualizing time-based information, such as events, deadlines, and schedules.
Benefits of the Calendar Widget
Visual Organization: Easily see and manage your events and tasks in a calendar view.
Customizable Views: Switch between different views like day, week, month, year, and list.
Interactive Features: Drag and drop events and open detailed records with ease.
How to Use the Calendar Widget
Navigate to your dashboard. For help on creating a dashboard view, see this article.
Toggle the View / Edit Dashboard Modal and click on "Add Widget button."
Locate and select the "Calendar Widget" from the library.
Widget Settings:
Solution: Select the Solution that contains the data you want to display.
Table: Choose the specific Table within the solution that holds your events or tasks.
Set Display Options
Fields to Display: Select the fields you want to show in the calendar.
Sort, Filter, Group By: Customize how your data is organized and displayed.
Allow edit: Enable editing of this widget directly on the Dashboard view
Display Toolbar: Choose whether to show or hide the toolbar with view controls.
Allow Open Record: Decide if users can open detailed records by clicking on events.
Views
You have the option to select from several uses of the calendar.
Day View: See all events scheduled for a single day.
Week View: View events for an entire week.
Month View: Get an overview of events for the whole month.
Year View: See a high-level view of events over the year.
List View: Display events in a list format.
Once you are done customizing, click "Add Widget" to add the widget to your dashboard.
Editing an Existing Calendar Widget
Open the Edit Widget Modal:
Click on the three dots menu on the widget.
Select "Settings" to open the edit modal.
Update Settings:
Modify the view type, solution, table, display options, and permissions as needed.
Save Changes:
Click "Save Changes" to apply the changes.