Calendar Plus Cloud Part® User Manual

Calendar Plus

Cloud Part® 

Easily view and manage data from multiple calendars and task lists in one central Cloud Part®

User Manual

Configuring the Calendar Plus Cloud Part®

After adding the Calendar Plus Cloud Part® to a page, the user can click on the icon to pull up the Calendar Plus Data Selector form.

Fill out the form to the desired configuration:

1. General Settings

1. Select View
   You can display information from a Calendar, Gantt chart or a List.

2. Allow users to create events
   Checking this box will allow all users with proper permissions to add events to this calendar.

3. Number Displayed
   These boxes determine how many items show in a single cell, or how many total items to display per month in a view with multiple months.

2. Data Source Settings

1. Calendar Name & Calendar Color
   The name and color entered here will appear as the calendar name in the legend, if applicable:
   
   

2. Site URL
   In this field, the user types in which site collection or site contains the list they want to get calendar events from. The value selected here determines the source list choices in the next step when you click the Load Lists button.

3. Source List
   Choose the list where your calendar events to exist. The lists shown here depend on the choice in previous step. 

4. Event Title Field
   Here the user selects the field that Calendar Plus uses for the event block title on the calendar.
   
   
   

5. Start Date & End Date Fields
   These dropdowns will be auto-populated with any date-based columns contained in the list selected in Step 3. Calendar Plus will look to these columns to determine when a given event begins and ends. 

6. Tool Tip Fields
   This lets the user specify what data the tooltip pop-up for any event will contain. The user can begin typing the field name in the text box for easy filtering and click on the field name to select it.
   
   
   

7. Select a field to apply color-coded categories
   This drop-down allows you to choose a field that will be get color-coded categories assigned. Calendar Plus will automatically detect events containing the same values for this selected field and assign a color to each. Click on the color box to change the color.
   
   Only fields of type “choice” or “Person/Group” are eligible to be color-coded.

8. Filter Data
   
   Calendar Plus allows the user to filter the events returned. There are three main options:

•  Show All – All events from the selected list will be shown on the calendar

• Use Existing List View – Only the events that show in the selected already-existing view for the selected list will be shown

• Specify Filter Condition – The user can set up their own custom filter conditions. For example, only events where the Title contains the word “Meeting.” Multiple conditions can be added and combined by using the option

9. Add List
   The option allows the user to specify another source list to pull events from. The Data Selector form will automatically generate a new panel where the user can configure this new list using the same fields described in items 1 – 8 above.

3. Calendar View Settings (If Calendar was selected in General Settings)
   Here you can select the view you wish to see by default.
   You can also choose to show the week numbers in month views or hide days outside of the currently viewed month.
   -or-

List View Settings (If List was selected in General Settings)
Here you can select the number of previous and upcoming days to show when in the list view.

4. Legend Settings
   The Display Legend? checkbox toggles whether Calendar Plus shows the legend at the bottom of the calendar. It is recommended to keep this setting “checked” if multiple lists or color-coded categories are used.
   
   

5. Export Settings
   Here you can enable exporting of the calendar to multiple formats. The buttons to export will be located at the top left of the calendar.    

   

If you will be exporting to PDF you can also choose the paper size that it will print on by default.
You can also select between portrait and landscape with the checkbox at the bottom.

6. Advanced Settings

Here you can further customize the calendar with CAML. 

7. Submit Button

Click the submit button once you have completed the settings pages to create your calendar.