Adding and Editing Calendar Columns

• Overview
• Adding a Column to a Calendar
• Changing the Order of Columns on a Calendar
• Removing a Column from a Calendar

Overview

You can add custom columns to each of your calendars in addition to the default columns that are already shown. Some examples of custom columns include:

• Client on a Quote
• Account Manager
• Total price of a Quote
• Venue being used on a Quote
• Total weight of gear on a Pull Sheet

Adding a Column to a Calendar

1. Open the calendar that you want to edit.
2. Click the EDIT button (next to the calendar drop-down menu).
3. In the List Columns section, enter the name of the new column in the Caption box.
4. Choose an expression to put into the Column Expression box. The expression is the code that will pull information from Flex to display on the calendar.
5. When the Column Expression box turns green (signaling that a valid expression has been entered), click the Plus button to add the column to the calendar.
6. Click SAVE.

You can click the expression suggestions icon to show a list of most of the valid expressions that you can use. Double-click any expression in the expression suggestions window to put that expression into the Column Expression box. Some examples include:

• Total price of a job = element.totalPrice
• Parent element name = element.parentElementName
• Deposit percentage for a job = element.depositPercentage.PERCENT

You can edit the caption and column expression of any existing column entry by clicking on the name.

Changing the Order of Columns on a Calendar

1. Open the calendar that you want to edit.
2. Click the EDIT button (next to the calendar drop-down menu).
3. In the List Columns section, drag and drop the calendar column names by clicking and holding the small dots (found in the far left section of the row).
4. Click SAVE.

Removing a Column from a Calendar

1. Open the calendar that you want to edit.
2. Click the EDIT button (next to the calendar drop-down menu).
3. In the List Columns section, click the X in the row of the list column that you want to delete.
4. Click SAVE.