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How Events Are Included on Calendars

Overview

An event in connectDaily can be displayed on a single calendar, or it can be displayed on multiple calendars.

By default a calendar event is displayed on the calendar it's assigned to. You can control which other calendars the event is displayed on by using the calendar inclusion system. The calendar inclusion system can work in two ways:

To help explain the two concepts, here's a hypothetical company structure we'll use.

Company
...Administration
......Sales
......Accounting
...Manufacturing
...Shipping

Using our company structure above, you can create a calendar for each of these five departments and for the company as a whole. You can also create an Administration calendar that will include the departments Sales and Accounting.

This feature can be enabled or disabled in System | Configuration | System (see "System" on page 133) by changing the option for "Enable ala-carte calendar selection for event inclusion.".

Standard Mode Inclusion - Ala-Carte Selection Not Enabled

When you use Standard Mode Inclusion, event inclusion is defined at the calendar level. You can create each calendar and specify what child calendars feed into it. At the event level, you can change the privacy for an event to control whether it is included in other calendars.

When a user in sales creates an event, it will be displayed in the Sales Calendar, Administration Calendar and in the Company calendar. The user can set the privacy for the event to Don't Include and the event will be displayed only in the sales calendar.

With Standard Mode Inclusion, it's all or nothing. An event is either rolled up to all the other calendars or not. Ala-Carte Calendar selection allows you to pick and choose which calendars an event is displayed on.

Ala-Carte Calendar Selection Inclusion

When you select the calendar when creating an event, the default inclusions will be the pre-defined calendar inclusions configured for that calendar. However, the user can also assign the event to be included on any calendar they have permission to create events on.

This method provides maximum flexibility. When you create an event, you can select the specific calendars each event is displayed on. However, if you change your organizational structure, you may find yourself visiting a lot of events to change them. For example, if Sales were made it's own top-level department, then every sales event would have to be edited to remove them from the Administration calendar.

If you have ala-carte selection enabled, and you disable it, then all of your specific calendar inclusions are removed and replaced with the default.

See Also: Adding Calendars

See Also

Creating and Editing Calendar Events

General Fields

Description Field

Location

Resources

Recurrence Fields

Attachments

Change Comments

Approving Events

Occurrence or Series Dialog

Event Delete Confirmation Dialog