Calendar Events

Calendar Events are sets of rules that result in selecting certain days in the Calendars to which they are assigned. You create a Calendar Event from within a Calendar object. This Calendar Event is then available for reuse when you create more Calendars. There are several types of Calendar Events (Non-Recurring, Weekly, Monthly, Yearly, Group and Offset). A Calendar Event can be assigned to as many Calendars as you need. There is also no restriction as to how many Calendar Events can be assigned to a Calendar. As an administrator user, you define and maintain company-wide Calendar Events. 

• Best Practices
• Defining Calendar Events
• Searching for Calendar Events
• Searching for Objects that are Affected by a Calendar Event
• Calendar Events
• Maintaining Calendar Events

Best Practices

Cumbersome Maintenance of Non-Recurring Calendar Events

Creating Non-Recurring is easier than creating dynamic, more complex ones. However, they require higher maintenance efforts. For this reason, it is worth dedicating some time to creating events that are based on calculation logic or algorithms, as they need no further maintenance.

Flexible Search for Calendar Events

Large installations probably need multiple Calendars and Calendar Events to manage start dates across regions and time zones. The Automic Web Interface provides flexible search capabilities that help you find dates or tasks affected by Calendar Events. For more details see Examples of Useful Calendar Event Searches.

Defining Calendar Events

You define Calendar Events from within Calendars.

1. In the Process Assembly perspective, click Add Object and select Calendar.

   Define the general settings as described in Adding Objects.

2. On the Calendar page the days of the year that lie in the past are grayed out. This is a mere visual help. Any Calendar Event that you define here will also affect past dates.
3. Click the Add Event button.

4. From the drop-down menu select the type of Calendar Event that you want to define. For more information on how to set up each type see:

   • Non-Recurring Calendar Events
   • Weekly Calendar Events
   • Monthly Calendar Events
   • Group Calendar Events
   • Offset Calendar Events
5. Click Apply & Close to add the event to the Calendar.
6. Click Save.

Searching for Calendar Events

You search for Calendar Events using the Advanced Object Search.

1. Put your cursor in the Global Search box without entering anything.
2. Click Advanced Search on the popup that is displayed. This opens the search list with the Filter pane on the right hand side.

3. Click Add Filter Criteria and add Calendar Events to the filter pane.

   The following filter criteria are available:

   • Calendar Events

     Enter the name or part of the name of the Calendar Event. If you enter * the list displays all Calendars available in this Client.

   • Calendar Event Type

   • Maintained

     Relevant for Non-Recurring Calendar Events only because they have a maintenance period.

     Use these options to search for Calendars containing Calendar Events that have already expired or that will expire soon. You can also restrict the list top those that will expire within the period of time you define here.

   • Include Calendar Events occurring

     Restricts the results to Calendar Events that select dates within the time frame you enter here. You can do the following:

     • Enter dates in both From and To to specify a period.
     • Enter the same date in both fields to filter Calendar Events that contain a specific day.
     • Enter a date in either field to filter Calendar Events with dates from or until a specific date.
4. Click Filter at the bottom of the pane.

You must populate at least one of the fields, otherwise the search provides no results.

The list of results displays the Calendar objects in which the Calendar Events that match your filter criteria have been created. From it you can do the following:

• Click the Maintained from column header to sort the entries chronologically.
• Right-click a Calendar to open a context-menu with the functions that are available for that Calendar. Click Open to access the Calendar Event.

For details see Examples of Useful Calendar Event Searches.

Searching for Objects that are Affected by a Calendar Event

This search provides a list of all the Calendars and objects in which a Calendar Event is used.

1. Search for the Calendar Event as described above.
2. In the list of results open one of the Calendars in which it is being used.
3. On the Calendar Events pane, right-click the event and select Search for Use.

The list of results provides basic information on the objects in which the Calendar Event is used, such as name, title, type of object and so on. In the case of Workflows and Schedules, the Used in column provides important information. For example:

Task(3)/Properties/Calendar

• Task(3) means that the Calendar Event has been assigned to the third task in the Workflow or Schedule.
• Properties indicates that it has been defined in the Properties of the third task.
• Calendar indicates that it has been assigned in the Calendar tab.

Maintaining Calendar Events

Because Calendar Events reside in Calendars, you maintain them from within the Calendars in which they are included. On the Calendar Events pane of the Calendar page you can click the icons on the event button to edit or remove it and you can right click to open a context menu with the following additional functions:

• Rename
• Copy
• Search for Use

When renaming or copying Calendar Events, take into account that their names must be unique within a Calendar.

See also:

• Calendar Object (CALE)
• Useful Calendar Events