Overview
The Calendar component provides three viewing options: Monthly, Weekly, and Daily. This flexibility allows users to navigate and manage their schedules according to their preferences.
By default, the Calendar highlights today’s date, making it easy for users to focus on the current day’s activities. This feature helps ensure that important dates and tasks are not overlooked.
Additionally, users can save records directly within the Calendar component. This functionality enables seamless tracking and management of events, tasks, or appointments across different time frames. By consolidating important dates and activities in one location, the Calendar helps users stay organized and efficiently manage their schedules.
Notes:
Click the Calendar icon to view the date, month, and year in calendar format. Use the Month drop-down menu to select between Month, Week, and Day views.
You need to create workflows for the New and Refresh buttons of the Calendar component. A workflow is a container that automates specific actions based on defined criteria. If the criteria are met, the actions will be executed otherwise, no action will occur.
You can create a new record by using New Action and for the record creation, click on the New button.
Reference: Workflow
Attributes
Attributes are the options available for each component, allowing you to customize its appearance and functionality. They help you tailor the look and behavior of your components to fit your needs.
Basic:
Attribute Name | Description |
---|---|
Component Size |
For example, if the layout grid size is |
Model |
Note: Specifically, for the Calendar component, you should create a Multi Record Model to manage and display multiple records effectively. Reference: Calendar Model Setup |
Base UI:
Attribute Name | Description |
---|---|
Margin Location | "Margin Location" refers to the spacing around the outside edge of an element |
Margin Size | "Margin Size" refers to the amount of space around the outside edges of an element, |
Style |
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Classes |
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UI state:
Attribute Name | Description |
Visibility Type | It determines whether a component is visible on the layout. It offers the following visibility types:
Reference: Conditional Visibility |
Calendar Model Setup:
Calendar Model Attributes | Description |
---|---|
Model | Here, you can choose an existing record or create a new model to create a new model, refer the below link Reference: Model Creation |
Date Field | The date field represents the date selected from the calendar. |
Label Field | The label field represents the text label that is specified or selected for display. |
Class | Here, users can enter the name of the class. |
Conditional Visibility Type:
Attributes Name | Description |
---|---|
Destination Type | Users can select the destination type where the visibility criteria must be applied. Reference: Destination Type |
Operator | Here, users can select different operators to add filters. Reference: Filter Operator. |
Source Type | Here, you can select the source type from various sources. |
Value | Here user can select the value from different Source Type. Reference: Merge Text |
Destination Type
Destination Type | Description |
---|---|
Model | From this source, users can select a Model field to be displayed as the destination type. |
Variable | Here, users can select the destination type from variables such as Record ID, Is Disabled, Is Read only, or Is Visible. |
User | Here, you can choose the label from user fields such as First Name, Last Name, Email, Name, Phone, or Session ID. |
Record | It enables to choose record fields as destination type. |
Device | It enables user to decide whether the action will be visible on the specific device type or not. Devices supported:
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Conditional Disability Type:
Attributes Name | Description |
---|---|
Destination Type | Users can select the destination type from various sources. Reference: Destination Type |
Operator | Here, users can select different operators to add filters. Reference: Filter Operator. |
Source Type | Here, you can select the source type from various sources. |
Value | Here user can select the value from different Source Type. Reference: Merge Text |
Conditional Read Only:
Attribute Name | Description |
Read Only Type | It specifies whether a component can be edited by users. It offers the following options:
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Add Condition & Group Condition
Condition | Description |
---|---|
Add Condition |
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Add Group Condition |
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Filter Operator:
Note: Before using the filter criteria, it's important to understand which filter operators are supported for each field type
Filters Attributes:
Filter Operators
Operator | Supported Field Types | Description |
---|---|---|
Equal | Number, Currency, Date, Text, Boolean, Picklist | The equal operator is used to compare two values or expressions. It is used to compare numbers, strings, Boolean values, variables, objects, etc. The result is TRUE if the expressions are equal otherwise it’s FALSE |
Contains | Text, Picklist | The contains operator returns TRUE if the value on the left contains the value on the right, and otherwise FALSE |
Starts With | Text, Picklist | It returns TRUE if a string or number starts with the specified character otherwise it returns FALSE. |
Ends With | Text, Picklist | It returns TRUE if a string or number ends with the specified character otherwise it returns FALSE |
In | Text, Picklist | IN operator allows you to easily test if the expression matches any value in the list of values. Determines whether the value of an expression is equal to any of several values in a specified list. |
Events:
Events are essentially the automation of invoking the component's actions.
Here, we have onload event, new event, select event actions are available for this components.
Calendar Events | Description |
---|---|
onload | This event action is triggered when the component is loaded. |
new | This event action is triggered when the new record is created. |
Select | This event action is triggered when the calendar date is selected. |
Note: You need to create workflows for the New and Refresh buttons of the calendar component.
Below here is the onload event workflow action.
Note: Similarly you can create event action for new event, select events.
on Load Event:
Events are essentially the automation of invoking the component's actions.
Here, only onload event actions are available for this components.
In the image below, you can select the created workflows.
Note: You need to create a workflow for selecting from this list.
For more information about Workflow check this out.
Reference: Workflow
onload Events:
We have an onload event that runs when the component is loaded.
For example, when a form is loaded, you can choose fields to be prepopulated by mapping field values using input mapping at the time the form component is loaded.
Input Mapping
Whenever an event is triggered and you want to pass data to destinations such as models, variables, or components, you can use input mapping to achieve that.
After clicking on Pencil
icon, user can view the screen to set Input Mapping
as follows:
After clicking on +
button, user can set up input mapping using Input Mapping
Screen as follows:
Condition | Description |
---|---|
Destination Type | It specifies the destination where the connector mapping is to be done. Reference: Destination Type Note: By default, the |
Model | It is specifically dependent on Destination Type one chooses. If you choose another Destination Type, you will get that field label here. |
Note: Fields below this will only be enabled once user filled above two fields. | |
Field | After choosing the second condition field, you will get this field visible in modal. If you chose Model as second condition field, this will be field and if you chose variable as second field, there will be variable. |
Operator | It is specifically operator value such as Set, Equals, Greater than, Equals than. |
Source Type | In this option, you can select various sources from which you want to display values. Reference: Source Type Note: By default, the |
Value | The available options will change depending on the selected source type. For example, if you choose "Static" as the source, you can provide a fixed static value. |
Destination Type
Label Source Type Attribute | Description |
---|---|
Model | From this source, users can select a Model field to be displayed as the label name. |
Variable | Here, users can select the label name from variables such as Record ID, Is Disabled, Is Read only, or Is Visible. |
Input Variable | Here, users can select the input variable which they have created earlier. |
Cookie key | By using the |
Local Storage Key | By using the |
Source Type
Source Type | Description |
---|---|
Static | Use this option to provide a fixed static value. |
Field | Select the field from the chosen object in the model whose value you want to include. |
Model | Choose the field from other models whose value you want to include. |
Variable | Select from the variables created in the layout whose value you want to use as |
Output Variable | Select from the output variables created in the layout whose value you want to use as |
Cookie Key | Choose the available cookie key whose value you want to include from your browser. |
Local Storage Key | Select the available Local Storage Key whose value you want to include from your browser. |
User | You can also select fields from the current logged-in user in your organization to include in the merge. Note: The User source refers to the currently logged-in user in your organization. This means that if you include the |
Null | It enables assign null value to the Destination Type field we chose. |
Blank | It enables assign blank value to the Destination Type field we chose. |
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