Creating and Editing a Calendar

• Overview
• Creating a Calendar
• Copying an Existing Calendar
• Editing a Calendar
• Deleting a Calendar
• Undeleting a Calendar

Overview

This article will show you how to create, copy, edit, delete, and restore (undelete) a calendar in Flex. You can create multiple calendars in your Flex system. Each calendar can show different elements, statuses, date windows, etc.

For example, you can create a calendar for the warehouse that only shows upcoming Pull Sheets and Manifests in certain statuses, or create a calendar for accounting that only shows Quotes that are ready to Invoice and Invoices that haven't been exported to QuickBooks.

Creating a Calendar

1. On the   Main Menu, click  Projects.
2. Click Calendar Templates.
3. Click the  Add New Calendar Template icon found in the bottom left section of the page.
4. Enter the new calendar information (note that Name and List View Caption are required fields).
5. Click OK.

The new calendar will now show in the calendar selection dropdown on the  Home tab.

For detailed information about each field and option in the new calendar popup, see the following sections:

• General Calendar Settings
• List View Column Settings
• Element Types Settings
• Filtering Calendars by Location, Corporate Identity, and Department

Copying an Existing Calendar

1. On the   Main Menu, click  Projects.
2. Click Calendar Templates.
3. Click the  menu next to the calendar that you want to copy (the  menu appears when you hover over the blank column to the left of the calendar template name).
4. Click  Copy. The "New Calendar Template" popup will show.
5. Change any settings then click OK.

A new calendar will be created with the name "Copy of [name of the calendar that was copied]." You can change this name before saving the new calendar, or by editing the new calendar as shown in the next section. 

Editing a Calendar

There are several ways to edit a calendar.

1. On the   Main Menu, click  Projects.
2. Click Calendar Templates.
3. Click the  menu next to the calendar that you want to edit (the  menu appears when you hover over the blank column to the left of the calendar template name).
4. Click  Edit.
5. Change any settings then click OK.

Alternatively, you can double-click the calendar name that you want to edit and you will see the "Edit Calendar Template" popup.

You can also edit a calendar from the  Home tab:

1. On the  Home tab, click the  Edit Calendar Template cog-wheel next to the calendar template selector

If you don't see the calendar template selector while on the  Home tab, be sure that you have one of the first two sub-tabs selected:

These tabs are typically titled "Daybook" and "Calendar" but "Daybook" could be different depending on the calendar settings in your Flex system. The "Quick Links" and "To-Do List" tabs will not show the calendar template selector.

Deleting a Calendar

1. On the   Main Menu, click  Projects.
2. Click Calendar Templates.
3. Click the  menu next to the calendar that you want to delete (the  menu appears when you hover over the blank column to the left of the calendar template name).
4. Click  Delete.
5. Click OK.

You can also delete multiple calendars by selecting the box next to the calendar template name then clicking the  Delete Selected Calendar Template(s) icon found in the bottom left section of the page.

Undeleting a Calendar

1. On the   Main Menu, click  Projects.
2. Click Calendar Templates.
3. Click the "Show Deleted Only" checkbox found in the bottom left section of the page.
4. Click the  menu next to the calendar that you want to undelete (the  menu appears when you hover over the blank column to the left of the calendar template name).
5. Click  Undelete.
6. Click OK.

You can also undelete multiple calendars by selecting the box next to the calendar template name then clicking the  Undelete Selected Calendar Template(s) icon found in the bottom left section of the page.