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Calendar Plus Cloud Part® User Manual

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Megan Hunt
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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®

Before configuring your Calendar Plus WebPart on a site page, make sure to walk through the steps on this article to approve Graph API Permissions and allow the product to function fully:

Calendar Plus Graph API Permissions – Bamboo Solutions Knowledge Base (zendesk.com)

 

After adding the Calendar Plus WebPart to a page, put the page in edit mode and click on the settingsicon.png icon to pull up and manage the Calendar Plus Settings.

 

Fill out the form to the desired configuration:

General Settings

  • Select View
    • You can display information from a Calendar, Gantt chart or a List.
  • Allow users to create events
    • Checking this box will allow all users with proper permissions to add events to this calendar.
  • 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.

 

 

Data Source - Exchange Calendar

  • Exchange Calendar radio button
    • Select exchange calendar to use an exchange calendar as the data source
  • Calendar Name
    • Enter the name you would like the calendar to be called in your webpart
  • Calendar Color
    • Select the color to represent all events in this calendar
  • Title Font Color
    • Select the font color that the event titles will be displayed in on the cloud part
  • Title Font Family
    • Select the font that the event titles will appear in on the cloud part
  • Title Font Size
    • Select the font size that the event titles will be displayed in on the cloud part
  • User Email
    • Enter the email address of the user whose exchange calendar you will be sourcing click "Load Calendars"

      Due to a current limitation from Microsoft in regard to Graph API permissions, the default calendar of the user who you are sourcing MUST be shared in tandem with any secondary calendars you would like to display on Calendar Plus WebPart in order for those secondary calendars to populate.

      Ex) In order for "Calendar Plus Demo" calendar to appear on the Calendar Plus WebPart the owner of this exchange account must use outlook to share both "Calendar" and "Calendar Plus Demo". If the owner only shares "Calendar Plus Demo", the user will not be able to see its events on the Calendar Plus WebPart. 
  • Source Calendar
    • Drop down will contain all calendars from that exchange account that have been shared with you and will be used to feed data into the Calendar Plus WebPart
  • Event Title Field
    • This drop down allows you to select from existing columns in your list to denote which column should be the title field
  • Start Date Field
    • This drop down allows you to select from existing columns in your list to denote which column should be the start date field
  • End Date Field
    • This drop down allows you to select from existing columns in your list to denote which column should be the end date field
  • Tool Tip Fields
    • This lets the user specify what data the tooltip pop-up for any event will contain
  • Select a field to apply color-coded categories
    • From this drop down you select a column by which you want your events to be color coded

      If you do not select a category you will see an "Apply calendar color to event box" checkbox

      This check box will make the entire event line on a calendar the color of the calendar, if you do not check the box the event will behave like normal, with the calendar color tab at the beginning and the rest of the line will fill in with a default grey color
  • Uncheck a category to hide
    • This section allows you to select which categories you want to show on your calendar plus cloud part and allows you to set up the specific color for each category type
  • Add List
    • You can add multiple calendars, each of which have all the above configuration options respectively
  • Submit
    • Save changes and update calendar plus cloud part with settings

Data Source - SharePoint List

  • SharePoint List
    • Select SharePoint List to use a sharepoint list as the data source
  • Calendar Name
    • Enter the name you would like the calendar to be called in your cloud part
  • Calendar Color
    • Select the color to represent all events in this calendar
  • Title Font Color
    • Select the font color that the event titles will be displayed in on the cloud part
  • Title Font Family
    • Select the font that the event titles will appear in on the cloud part
  • Title Font Size
    • Select the font size that the event titles will be displayed in on the cloud part
  • Site URL
    • Place the link to the domain/site collection that contains the lists you would like to use to populate the cloud part and then click “Load Lists”
  • Source List
    • Drop down will contain all lists in the location you entered in the Site URL and will be used to feed data into the calendar
  • Display list name on calendar view
    • This option toggles on or off the list name at the top of the calendar plus cloud part
  • Event Title Field
    • This drop down allows you to select from existing columns in your list to denote which column should be the title field
  • Start Date Field
    • This drop down allows you to select from existing columns in your list to denote which column should be the start date field
  • End Date Field
    • This drop down allows you to select from existing columns in your list to denote which column should be the end date field
  • Tool Tip Fields
    • This lets the user specify what data the tooltip pop-up for any event will contain
  • Select a field to apply color-coded categories
    • From this drop down you select a column by which you want your events to be color coded
  • Uncheck a category to hide
    • This section allows you to select which categories you want to show on your calendar plus cloud part and allows you to set up the specific color for each category type
  • Filter Data
    • Allows you to set up what data is displayed using existing views or other filter options
  • Add List
    • You can add multiple calendars, each of which have all the above configuration options specific to it
  • Submit
    • Save changes and update calendar plus cloud part with settings

Calendar View

  • Select Default View
    • Choose which view you want your cloud part to open to by default (your choice here will automatically be check in the next section)
  • Select Menu Views
    • Customize which views are visible by your users
  • Show week numbers in a month view
    • Toggles on and off the week numbers in the month view
  • Show week numbers in a year, quarter and 3 months view
    • Toggles on and off week numbers in the year, quarter and 3 months view
  • Enable Group Meeting by Week in year, quarter and 3 months view
    • Toggles on and off group meetings by week in year, quarter and 3 months view
  • Hide rows with other month dates in the month view
    • Allows you to show or hide dates from other months that appear in the month view
    • Show titles in multi-line
      • Allows you to choose whether to show wrap-around text for titles that are longer
    • Starting Day
      • Select which day you would like your calendar plus cloud part to start on: Sunday or Monday
  • Week Numbering
    • Define where week number should start either with the first day of the year, the first full week, or the first four-day week 
    • Submit
      • Save changes and update calendar plus cloud part with settings

 

Legend

  • Display Legend
    • Select if you want to display the legend on the calendar plus cloud part
  • Where should the legend be
    • Select where you would like the legend to appear in relation to your calendar
  • Enable filtering on legend
    • Toggle filtering on and off on legend
  • Calendar Order
    • Drag and drop the calendars into the order that you would like them to appear
  • Submit
    • Save changes and update calendar plus cloud part with settings

 

Export

  • Enable Export
    • Toggle on and off the ability to export the data in the cloud part
  • Export to
    • Select with which formats the data can be exported
  • PDF Paper Size
    • Select the default size the data will export to when pulling a PDF
  • Landscape
    • Select if data will export in portrait on landscape
  • Export Timestamp Format
    • Choose the timestamp format you would like the timestamp data to export in
    • Submit
      • Save changes and update calendar plus cloud part with settings

 

Advanced

  • Advanced Settings
    • Customize the calendar plus cloud part html
  • Web Part Title
    • Customize the name of the cloud part
  • Do not show me intro screen
    • disables or enables the intro walkthrough
  • Submit
    • Save changes and update calendar plus cloud part with settings

 

About

  • Information on the version of the cloud part that you have
  • Initiate Introduction
    • Initiates a step-by-step use tutorial on the product

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