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Configure Which Element Types Show on a Calendar

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Overview

When you click the  Edit Calendar Template cog-wheel next to the calendar template selector, you will see a popup with settings for that calendar.

The third tab in the calendar template settings popup is "Element Types"

Screen_Shot_2022-07-28_at_4.14.38_PM.png

The settings on this tab allow you to choose which elements and statuses show on a calendar template.

For example: You might want to show Quote elements in the Inquiry, Tentative, and Confirmed statuses, but not show Quote elements in the Cancelled or Closed statuses.

Enabling and Disabling Element Types on a Calendar

  1. Click the  Edit Calendar Template cog-wheel next to the calendar template selector (this will open calendar settings for the currently selected calendar template)
  2. Click the Element Types tab.
  3. Click the checkbox next to any element or status you want to show on the calendar. 
  4. Click OK.

Screen Shot 2022-08-01 at 10.38.54 AM.png If the checkbox has a check mark in it, that means that element or status is enabled and will show on the calendar.

Screen Shot 2022-08-01 at 11.17.15 AM.png If the checkbox does not have a check mark in it, that means the element or status is not enabled and will not show on the calendar.

When you click the checkbox next to an element name, then all the statuses under that element will enable or disable. But you can still enable or disable individual statuses per element.

Special Considerations

Sometimes you might have a status that is used by multiple elements. It is acceptable to have the status enabled for one element and disabled for another. 

For example: The Event Folder element has the Confirmed status enabled, but the Invoice element has the Confirmed status disabled.

Screen_Shot_2022-07-28_at_4.20.13_PM.png

There are some scenarios in which an element or status is not enabled for a calendar but that element or status will still show in the "List View" of the calendar. For example: the Quote element might be disabled for a calendar, but Pull Sheets are enabled. If the Pull Sheet is a child of a Quote, then sometimes the Quote will have to show.

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