Calendar Page Part

Owned by Lisa Barnett
Last updated: Sept 10, 2024 by Jenna Chernoff
5 min read

Overview

This knowledge base article provides you with everything you need to know about a Calendar Page Part on your ShareVision site.

 

Requirements/Dependencies

  • Login with Site Administrator permissions 

  • Have linked a Google or Microsoft account in Calendars found under Site Content in Site Administration. (Review: Calendars for how to add linked accounts.)

  • In Portal Settings, have added a Page Part to a Page on a Portal to be used as a calendar page part.

  • Have completed the set up and configuration of the Page Part Name, Accessible on and Width (Review Page Parts: Set Up and Configuration for more information.)

  • Have developed a plan for the information that will need to be made available to your ShareVision users (i.e. Consider what pages you will need for the portals on your site, what type of information will be included on each page and who should have access to each page) 

 

Page Part Type

Select Calendar as the Type of Page Part.

The Calendar Page Parts will have a calendar symbol beside them in Portal Settings for easy recognition.

 

Data Source

Calendar Source

Select one of the Calendars from the Calendar drop down to link this Page Part to the Calendar.

If “Select Calendar” is not available and you see a message “No calendars are available because no connected accounts have been configured.”, it means that you have not yet connected a Google or Microsoft account. You must do that before you can create a calendar page part.

Default Scope

Default Scope sets how the Calendar automatically display on the Page Part by Day, Week, Month, or List. While this selection will set the default, the display can also be changed between any of these options on the Page Part. If no selection is made the calendar will automatically display by month.

 

 

 

 

 

Listing Portal Form Filters

If the Page Part is being added to a Page on a Listing Portal like Clients or Services, the Listing Portal Form Filters section will appear in the Page Part settings. To learn more about this section, select one of the links below:

For Standard Portals (non-Listing), this section will not be displayed.

 

 

Page Part Filters

In the Page Part Filters field, you can add extra filters that you would like used for your Calendar Page Part. While not frequently used for calendars, these additional filters ensure that only the information you want to be viewed is shown. You can use as many or a few as you'd like. When using a date field in Additional Field Filters the date format will match the format of the date field in Form Settings

 

Page Part Buttons

There are four buttons you can configure on the Calendar Page Part. The settings for buttons apply to all calendar events that will be displayed in the Page Part.  The buttons include:

  • New

  • Edit

  • Delete

  • Disable “Display”

Display “New” Button

There are two options for displaying the New button:

  • Never: No button to add a new calendar item is displayed on the page part.

  • Always: The button to add a new calendar item is always displayed on the page part. 

In the field under the drop down list for displaying the "New" button, a label can be given to the New Button (ex: New Calendar Item). If no label is entered, only the New Button will appear without a label.

Once saved, the label will appear with the New button on the Page Part.

You can set the Position of the New Button. It can be Above (at the top of the Page Part), Below (at the bottom of the Page Part), or both Above and Below (at the top and the bottom of the Page Part).

The Display New Button can be made to only be visible for certain roles by adding the permitted roles to the Allow for Selected Roles(s) section when setting up the Page Part.

Display “Edit” Button

There are two options for the Display Edit Button:

  • Do Not Allow Editing: The Edit button will not appear on the Display Form and calendar events cannot be edited. 

  • Edit From Display Form: The Edit button will appear on the Display Form and calendar events can be edited.

Delete Button

Roles with access to the delete button will be able to delete any calendar event.

Select which Roles have access to the Delete button by adding the Role to the Allow for Selected Roles box. Site Administrators are automatically given Delete permissions and cannot be removed, regardless of if they are listed in the Allow for Selected Roles Box.

Disable “Display” Form

 

When the Disable "Display" Form checkbox is checked, users will not be able to select the Event to view it on the Display Form.

 

Page Part Permissions

Page Part permissions is where you can choose which Roles have access to the Page Part. By default, all Roles that have Permissions to the Page will be automatically granted access to the page part.

To remove access to a Role, select the role name in the Have Access box and then select the single arrow above the list to move the Role to the Do Not Have Access. 

To provide access to a role, click on the role name in the Do Not Have Access box and then select the single arrow button above the list to move the Role to Have Access.

 

 

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