Calendars
What is a calendar
A calendar is a visual representation of records from one or more entities as events on a timeline. For example, a ticket calendar (based on the "Deadline" field), a leave calendar, or a calendar of scheduled work. It's available from the App Management → Calendars menu or at /calendars.
Unlike a regular record list, a calendar doesn't create new data — it takes an entity's existing records and displays them wherever a record has a date.
List of calendars
The /calendars section shows all configured calendars. Opening a calendar from the list takes you to the view screen with the schedule.
Creating and configuring a calendar
The calendar edit form (/calendars/:id, the same screen used for creation) has two tabs.
"General Settings" tab
| Field | Description |
|---|---|
| Calendar Name | E.g., "Work Schedule" |
| Default View | Month, Week, or Day — which view opens when you enter the calendar |
| Calendar Active | Enables/disables the calendar without deleting it |
"Data Sources" tab
A single calendar can combine records from several entities at once — to do this, add sources (the + Add Source button). Each source has the following settings:
| Field | Required | Description |
|---|---|---|
| Record Type | Yes | The entity whose records are shown as events |
| Event Name | No | The entity field used as the event title (if not selected, the record ID is used) |
| Label Color | No | The event's color on the calendar, set separately for each source |
| Field: Start Date | Yes | The record's date/datetime field that defines the event's start |
| Field: End Date | No | If not set, the event is shown as a point event (no duration) |
| Field for "User" Filter | No | A "User"-type field (e.g., "Assignee") used by the "My items only" toggle |
A source can't be saved without a selected record type and start date field.
After saving, you can open Preview to see how the calendar looks to users (preview isn't available until the first save).
Viewing a calendar
The calendar view screen (/calendars/render/:id) shows events on a grid:
- Display views — Month, Week, Day (switched via buttons in the top-right corner); there's no "List" view
- ‹ › and Today buttons in the header — date navigation
- My items only toggle — filters events by the "User" field set in the source (shows events where that field equals the current user)
- A gear-icon button — goes to the calendar's settings
When you switch month/week/day, events are loaded automatically for the visible date range.
Dragging events (changing the date directly on the calendar) isn't supported — events are view-only.
Going from an event to its record
Clicking an event on the calendar opens the corresponding entity record's card (the same screen that opens from a regular record list).
Limitations
- The calendar only shows records with the start date field filled in — records without a date aren't displayed.
- A single calendar can combine several different entities, but each has its own set of configured fields (name, dates, color, filter) — these aren't shared settings across the whole calendar.