Set up the schedule view

Before you start

• The Data views page

Set up the schedule view when records have dates people plan around: leave requests, deliveries, contract renewals. The records appear on a calendar, and people click an event to open the record. You need at least one date field.

Turn on the schedule

1. Open Dataviews for the module and click the Schedule tab.
2. Turn on Show the schedule. Its note says “Records on a calendar by date. People click an event to open the record.”
3. Under Dates, choose Starts on. The list offers the module’s date fields.
4. Next to Ends on, choose Same day to draw each event on its start date only, or Another date and pick the end date field.
5. Under Event title, choose the field that names the event. A lookup shows the value’s name. A smart field runs its script.
6. Click Save.

An event shows when its start date falls in the days on screen.

Colour the events

Under Event colour, choose a mode.

Mode	Result
None	Events use the calendar’s default colour
One colour	Every event gets the colour you pick
By value	Each value of a lookup you choose under Colour by gets its own colour. Values without one use the default
Script	A Smart Script returns a colour, such as '#2563eb'

By value appears when the module has a lookup field. The colours are Green, Blue, Amber, Red, Grey and Indigo.

Tip from a Beezr Consultant

Colour by the status lookup. People then see at a glance which leave requests are still waiting.

What if the tab says Needs setup?

The tab lists what is missing: “Pick a start date”, “Pick a title” or “Pick an end date”. It also tells you when a chosen field has been deleted. Fix each item, or turn the schedule off, then click Save.

How do people reach the schedule?

People switch to the schedule from the records page. Choose another view, such as the table, to open first.

What did I get?

A calendar that follows your records. Turn the schedule off and Beezr keeps your dates, title and colour for later. In App space the tab is called Schedule.