Creating Events

An event is a data set from a single table which defines start and end dates from the source table data, as well as optional filters to limit which records will display as events.

When accessing the Events tab in the left navigation pane, a home view appears that displays the first 50 events in alphabetical order by name. If there are more than 50 events, clicking the more button will load additional events. To quickly locate a specific event, enter any string from the name of the event in the Search field and select the [magnifying glass] icon. 

1. To create an Event, click on +New Event, in the upper right hand corner. 

2. A form is displayed with multiple fields: 

Name - The way to identify the event, which is displayed with the calendar and used for searching events 

Description (optional) - An optional field to provide additional details about the Event and/or the purpose it serves.

Table - The table containing the records for which the event is created.

Settings - Determine which records are part of the the event and how they appear in the calendar; additional information about this section provided below.

Query/Filter (optional) - to slice the data as desired; additional information about this section provided below.

3. Once all fields are populated, click Create Event. The Event is now shown on the Event Home View that displays when the Event tab is opened, and is also available to be used in a Calendar.

Event Settings

The fields in the Settings section determine which records are included as part of an event as well as how those records will be displayed within the calendar.

Title - This is how the records are labeled when displayed in the calendar. Up to 3 fields can be used to auto-populate the Title, or static text may also be entered if desired. If no unique field is selected, a warning icon will present next to the field. 

Start Date* - a field (or related field) which designates the start day and time (optional) for this event.  Either a “Date” or “Date and Time” field must be used. Source records with no value in this field will not be included in the event.

End Date* - a field (or related field) which designates the end day and time (optional) for the event.  Either a “Date” or “Date and time” field must be used. Source records with no value in this field will not be included in the event. 

**The Start Date and End Date can reference the same Date or Date and Time field. This will result in an event for just that Date.

Details Fields - Up to 5 fields (or related fields) which are displayed in the event modal; at least one field must be selected.

*Please note that the Start Date and End Date cannot be the same field. How the Event Records are shown on the calendar based on Start Date and End Date, are as follows:

• If either Start Date or End Date is a Date/Time field and the other a Date Field, the event will show as "All Day."
• If both Start Date and End Date are Date fields, the event will show as "All Day."
• If both Start Date and End Date are Date/Time fields, the event will show with times displayed on the respective dates.
• If Start Date or End Date (regardless if the fields are Date or Date/Time) do not have a value, nothing is shown.

Defining a Title

The Title determines how records are labeled when displayed in the Calendar. It may include up to 3 fields from the table or display static text. 

By using fields as part of the Title, the values for those fields will auto-populate for each record, ensuring quick identification of the record. 

Choosing Details Fields

Records that are part of an Event and displayed on a calendar can be opened into a new pop up window (event modal), providing more details about that record. The fields that are displayed in this event modal, are set by selections made in the Details Fields section of the Event Settings. 

1. Click on the first field in the Details Fields section. A picker window opens, displaying available table and related table fields to be selected. 

2. If another field is desired, click +Add Field to display another field choice. 

3. Repeat this process up to 5 times. 

Applying a Filter

Queries/Filters may be applied to the Event enabling records to be included or omitted based on meeting the criteria. The Filter section in the Event form functions like the advanced search on a view or filtering within a chart. 

To learn more about how to use Filters, please click on the title below and reference the section labeled "Advanced Search": 

Searching Views - Slicing Data using Simple, Advanced, and List Search

To learn more about creating Calendars, please click on the title below: 

Creating a Calendar