How can I create custom views in Calendars?

The views have been added to the calendar which acts as a filter so that a user can separate out types of appointments that have been indicated by a custom field.

For Instance: Let us consider that the user wanted to view all the events in the last week.

To create a custom view in the Apptivo Calendar.

• Login to Apptivo App and access the Calendars from the activities floating bar.
• Navigate to Calendar → Settings → Customize App → Views.

• Create a view by providing View Title and Description.
• Set the criteria by inserting the attribute value.

• The Custom View would be created in the left panel view of the Calendar Overview page.
• The records satisfying the condition will be displayed in the left panel view of the Calendar.

Note: The user can accordingly select the Starts on and Ends on attributes based on the date attribute.

HOW TO DELETE CUSTOM VIEWS IN APPTIVO CALENDAR?

• To delete the view, click on More→ Settings from the App Header Bar.

• The User will be directed to the Settings Page. Click on “Customize App → Views” from the Left Navigation Panel.

• One can see the list of custom views along with the delete icon on the action column.

• The user can click on the “Delete” icon to delete the custom view which is no longer needed.

• Upon successful deletion, a confirmation alert will be displayed.

Note:

• If the custom view is deleted, it will be removed for all the users.
• If the view is associated with the Scheduled report or default view or both, the user needs to remove the association in order to proceed with the deletion of that corresponding view.