Calendars from records

Show a record type on a calendar using a date field, and reschedule records by dragging.

Show a record type on a calendar by one of its date fields, for example deliveries or due dates, and reschedule records by dragging.

Before you start: you need Full control on Calendars. The record type needs at least one date or date-time field. Items appear for people who can read those records.

Steps

1. Click Add calendar and choose From records.
2. Enter a Name, pick a Colour, a Time zone and a Key.
3. Pick the Record type.
4. Pick the Date field. If there are none you see "This type has no date fields".
5. Optionally pick Ends on (optional) (default "Same day / one hour") and Title from (default "Calendar name").
6. Click Create calendar.

What you see

• Each record that has a value in the date field is one item.
• Records are read with each viewer's own permissions. Nothing is copied.
• Click an item to open the record.
• Drag an item to another time or day to change the record's date. Records calendars drag the same way as events.
• The calendar's settings show: "Shows records by . Moving one on the calendar edits the record."

Limits and rules

• You cannot create events on a records calendar. Create or edit the record instead.
• Events cannot be moved onto a records calendar.
• A records calendar has no subscription link, no export, no import and no booking page.
• Records without a date value do not appear.

Tips

• The settings of a records calendar offer General only, plus delete.

Troubleshooting

a records calendar needs a record type and a date field Pick both.

Could not open the record You may not have permission to read it.