- Overview
- Create a Calendar
- Copy an Existing Calendar
- Edit a Calendar
- Delete a Calendar
- Restore (Undelete) 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.
Create a Calendar
-
On the
Main Menu, click Projects.
- Click Calendar Templates.
- Click the Add New Calendar Template icon found in the bottom left section of the page.
- Enter the new calendar information (note that Name and List View Caption are required fields).
- 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:
- Edit Calendar Settings
- Add, Edit, and Delete Calendar List View Columns
- Configure Which Element Types Show on a Calendar
- Configure Which Locations, Corporate Identities, and Departments Show on a Calendar
Copy an Existing Calendar
-
On the
Main Menu, click Projects.
- Click Calendar Templates.
- 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).
- Click Copy. The "New Calendar Template" popup will show.
- 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.
Edit a Calendar
-
On the
Main Menu, click Projects.
- Click Calendar Templates.
- 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).
- Click Edit.
- Change any settings then click OK.
You can also edit a calendar from the Home tab:
- 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, check that you have one of the first two sub-tabs selected:
These tabs are typically named "Daybook" and "Calendar," but "Daybook" could have a different name depending on the calendar settings in your Flex system. The "Quick Links" and "To-Do List" tabs will not show the calendar template selector.
Delete a Calendar
-
On the
Main Menu, click Projects.
- Click Calendar Templates.
- 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).
- Click Delete.
- 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.
Restore (Undelete) a Calendar
-
On the
Main Menu, click Projects.
- Click Calendar Templates.
- Click the "Show Deleted Only" checkbox found in the bottom left section of the page.
- 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).
- Click Undelete.
- 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.