Overview
A calendar view is displayed based on a date field or date-time field in your form. If there are more than two date fields, you have
to select the date field based on which the calendar view will be displayed. By default, the calender will display the events of the current month/year. You can easily scroll through the months/year to see other events that precede
or follow the month you're in. On the upper left of the calendar, click
the left arrow (to move back in time) or right arrow (to move forward).
A Calendar view of the appointments scheduled for the month of October
Creating a Calendar View
Assume you have created an application named "Personal" to store the appointment details with your clients. The data will be submitted in the Appointments form with fields Client name, date-time, venue and comments. Lets create a calender view to view the appointment details.
- Select the New View option in the Views tab. The dialog to create the new view will be displayed.
- Select the View Type as Calendar.
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Specify the View name. The view name is the name displayed in the View header and the view link name is the name displayed in the URL while accessing the view. For example,
if the view name is Appointments View , the view link name will be http://creator.zoho.com/zohocreator/personal/#View:Appointments_View. The link name is also used internally in Deluge Script.
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Select the Form based on which this new view is to be created.
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Place this view under:
If you have created sections under which the existing forms/views are
to be displayed in Live Mode, all the existing sections will be
displayed here. Select the section under which the new view will be
displayed. If no sections are created, the view will be placed under
"Home". Refer the topic, Layouts for more information.
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Edit Permissions:
The Application owner can grant three levels of access permissions to a
public application or to shared users of a private application. Learn how to set access permissions.
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Select the Date/Date-Time field based on which the calender view is to be created.
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Click Done to create the view. The view will be displayed in the Views tab as shown below. You can set criteria, create filters, change access permissions, change
the display name of columns and control the display of columns using
the options displayed on the left-side tree. Use the Re-arrange Columns links displayed in the view header to rearrange the columns in the view.
- Display Properties : You can configure the View Type and the date/time field from the Display Properties link.
- Column Properties: You can control the display of columns and also change the display name of the columns here.
- Set Criteria: You can set criteria to create views with specialized reporting needs. Learn more..
- Set Filters: Filters are a set of named criteria that allows you to select only specific
entries in a view. Learn more..
- Set Access Permissions: Users will be able to add, edit or delete records in a view only if access permission is provided by the app owner. Learn more..
- To view the events in your calendar, click on the
button and select the calendar view to be displayed. For example, select the Appointments View we have created above. The Appointments View displays the events in calendar format. Note that the view displays only the value of the first column, for example, Name of the client. To have to click on the event, to view the complete details.
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Note:
A calender view based on a date-time field, will display only the date
and not the time. Display of time directly
in a calender view is currently not supported. As a workaround, you can
create a Formula field to display the Time and the Clients name.
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Displaying a Formula field in a Calendar View
1. In the Appointments View we created above, the time of appointment is not displayed in the calendar view. To display the Appointment Time and the Client's name together, we added a Formula field to the Appointments Form, with following expression:
(((((Date_Time.getHour())) + ":") + (Date_Time.getMinutes())) + " ") + Name
In the above formula expression, Date_Time is the date-time field name in the form and Name is a text field in the form which displays the clients name. The Formula field should be arranged as the first column in the view, so that its value is displayed in the calendar, as shown in the screen-shot below.
2. Create a new view named Appointments View with Time to display the appointment details with client name and time, as shown in the screen-shot below:
Calendar view that displays the clients appointment time at a glance. Click on an event to view the complete record.
Adding, Editing and Deleting Records
- To add a new record, click on the plus icon displayed near the Date, as highlighted in the screen-shot below. The Add Record dialog will be displayed to add a new record to the form.
- To Edit/Delete a record click on the event. The existing record is displayed. Click on the Edit option to display the Edit Record dialog. To delete the record, click on the Delete option.
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Note:
Shared users can Add, Edit or Delete records in the view only if access permission is provided by the application owner.
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Managing a Calendar view
Once created, you can easily mange the calendar view that is displayed on the screen by selecting the More Actions option from the view header. You can
- Change the display format of the view
- Get the iCal feed url
- Export data in different formats and print data.
In addition to the above actions, the app owner can perform the following actions:
- Import data to the view
- Get the view permalink
- Embed the view in his website/blog.
All this can be done right from the calendar view that is displayed on the screen. To use the other features like setting criteria etc., you need to make the changes from the View tab. Shared users can create personalized views by saving the changes made to their view as a new views. Read How 
