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Navigating Calendar View

Steps for Encompass users to show any table's records on a calendar by switching to Calendar View and choosing the date and display fields. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Setup Calendar View
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1. Using Universal Search, enter the name of a table that will be used to view records on a calendar.
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​ Note: Users can Filter and Sort the Table to identify the set of records that will be displayed on the calendar.
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2. Click the "Grid" Icon in the top right corner.
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3. Select Calendar View.
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4. Enter the "Date Field" and "Display Field" in the Calendar Setup.
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5. Click Create View.
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6. Records are displayed in a Calendar View by the "Date Field" and "Display Field" set.

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