Calendar View (CA)

Fields

Note

New Calendar View

This opens a new Calendar window in the Board.

  1. To create a new Calendar view,
    • In the Main Window, go to OptionsNew ViewCalendar (CA), or
    • In the Board, when an Calendar window is active, go to CalendarNew Calendar, or
    • Following a search for a Calendar record, drag-and-drop to the Board the CALENDAR ( . ) root node of a tree resulting from the search, or double-click on it.

Note

Open a Calendarslot

This shows a Calendarslot in the Board.

  1. Make the Calendar window active in the Board.
  2. Open a new Calendarslot to enter an event by clicking on the ICON sign on a date, then save by CalendarslotSave as New Calendarslot.
  3. Open a filled Calendarslot, either for viewing or to deleting, by double clicking on it.

View Calendarslot Details

This shows information on an event.

  1. Make the Calendar window active in the Board.
  2. Click on an event and details will be shown in the status bar at the bottom of the window.

Toggle Day/Month View

This shows all events as well as open times in a Calendarslot.

  1. Make the Calendar window active in the Board.
  2. Click on the dark green bar showing the date or date itself to open the day view, and again to toggle back to the month view.

Save As New Calendar

This saves the Calendar as a new entry in the database.

  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Save as New Calendar, or click the Save as New Calendar button in the button bar.

Note

Save As New Child Calendar

This saves the Calendar as a new entry in the database, with the current entry as a linked item.

  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Save as New Child Calendar, or click the Save as New Child Calendar button in the button bar.

Note

Save Calendar

This saves the Calendar in the database.

  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Save Calendar, or click the Save Calendar button in the button bar.

Note

Delete Calendar

This removes the Calendar from the database.

  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Delete Calendar.
  3. If you are sure you want to remove the Calendar from the database, Click OK.

Note

Refresh Calendar

This reverts the data for the Calendar to the last saved version in the database.

  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Refresh Calendar.
  3. Click Refresh in the 'Are You Sure?' popup.

Close Calendar

This closes the window.

  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Close Calendar, or click the X button on the window's Title bar.

Note

Show All Cells

This shows all Fields, including the hidden ones, in the Calendar view.
  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Show all Cells.

Note

Show Lab Visible Cells

This hides the originally hidden Fields in the Calendar view; i.e., any fields hidden by a lab master, then revealed by Show all Cells, will again be hidden.
  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Show Lab Visible Cells.

Previous Month

This shows the Calendar for the previous month.

  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Previous Month.

This Month

This shows the Calendar for this month.

  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click This Month.

Next Month

This shows the Calendar for next month.

  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Next Month.

Go To Month

This finds and displays a month designated by the user.
  1. Make the Calendar window active in the Board.
  2. On the Calendar menu click Go To Month.
  3. In the pop-up, set the year and month as desired and click OK.

Search By Calendarslot

Finds a Calenderslot (i.e., an event) by searching various fields.

  1. Make the Calendar window active in the Board.
  2. Click SearchBy Calenderslot and fill in one or more of the following fields in the popup. Wildcards characters are allowed.
    • What searches for text in the Description field.
    • Who searches for Sesame usernames in the Created By Date or Modified By Date fields.
    • Status searches entries in the Status field. Search terms can either be chosen from the drop-down menu or typed into the search field.
    • Type searches entries in the Type field. Search terms can either be chosen from the drop-down menu or typed into the search field.

Note

Clear Selection

Clears the results of a previous search..

  1. Make the Calendar window active in the Board.
  2. Click SearchClear Selection.

Record XML Dump

This saves an XML report of the Calendar to the disk.

  1. Make the Calendar window active in the Board.
  2. In the Report menu click Record XML Dump.
  3. Fill out the pop up.
    • Inline DTD determines if the DTD (Document Type Definition) should be included in the File.
    • Formatting determines if new lines and spaces should be included in the File.
    • File Name defines the name of the File to be saved.
  4. Click the Save File button.

Note

My Calendarslots

Reports, in a downloadable table format, the user's Calendarslots for the month, including Dates, Duration (in hours), Who (by username), What, Status, and Type.

  1. Make the Calendar window visible in the Board.
  2. In the Report menu click My Calendarslots.

All Calendarslots

Reports, in a downloadable table format, all entered Calendarslots for the month, including Dates, Duration (in hours), Who (by username), What, Status, and Type.

  1. Make the Calendar window visible in the Board.
  2. In the Report menu click All Calendarslots.

Add Linked Item by Drag & Drop

This explicitly links an item to the Calendar.

  1. Make the Calendar window visible in the Board.
  2. Alternatively, you can
    • Drag and drop a tree node from the Search Results tree in the Main Window to the Calendar window's Title bar.
    • Drag and drop a row from the Linked Items Field of an Item already in the Board to the Calendar window's Title bar.
  3. Click Yes in the 'Are You Sure?' popup.

Note

Display Linked Item in the Board

This displays the Items linked to the Calendar in the Board.

  1. Make the Calendar window active in the Board.
  2. Alternatively, you can
    • select a row in the Linked Items Field, then click on the ICON button on the right side of the Linked Protocols Field, or
    • drag a row from the Linked Items Field to an open area of the Board and drop it, or
    • double-click on a row in the Linked Items Field.

Note

Unlink Linked Item

This removes an explicitly linked item from the Linked Items Field.

  1. Make the Calendar window active in the Board.
  2. Select a row in the Linked Items Field, then click on the ICON button on the right side of the Files Field.
  3. Click Unlink Item in the 'Are You Sure?' popup.

Note

See also