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Calendar Gadget Overview

The Calendar Gadget view shows times on the y-axis and days across the top, or a Month calendar. In Xytech Web Client, the Calendar Gadget also supports cross-midnight display when either the 'Day' or the 'Week' view is selected.

EXAMPLE:

When the Filter is created with a 'Start Hour' of 6am and an end hour of 6am, the Gadget will display bookings from 6am on day 1 through 6am on day 2 in the same column.

NOTES:

When dragging Booking Bars, the new Start Time may not display while dragging.
The current Timeline may not display.
Scheduling Flags will show in the Calendar Gadget and My Schedule for Order Transactions and Roster/Off Time when the Scheduling Flag is included in the Bar Text for Order Transactions or Roster Time Off.
Automatic refreshing of the calendar gadget is controlled through code added to the Xytech AppServer configuration file, XytechAppServer.exe.config. Talk to your Xytech support representative about the setting and how it affects performance. The configuration entry is Xytech_BROADCAST_CHANGES.
- If this value is set to ‘N’ the calendar gadget will not refresh when other users make changes.
- If this value is set to ‘Y’ the calendar gadget refreshes when other users make booking changes.
Calendar Gadgets are hard coded to display a maximum of 1000 calendar bookings. If more than 1000 bookings are found, Xytech will show an error message and will display only the first 1000 entries.

System Administrators can create Calendar Gadgets by clicking “Schedule Book > New > Calendar Gadget” or by clicking “Schedule Book > Calendar Gadgets” to open the Search window and then clicking the Plus icon to open the “Calendar Gadgets (New)” window.

Roles may be assigned to a Calendar Gadget to limit it to certain users.

Once a Calendar Gadget has been created, it can be opened by clicking on “Schedule Book > Calendar Gadgets”, performing a search from the window that opens, then clicking on the Calendar Gadget’s ID number. Gadgets include the ability to print. Click on the ‘Export to PDF’ button found at the top right-hand corner of the screen and the system will generate a report and download it to your device.

The printed report is based on what is seen on the screen.

Customer Profile fields are available to be added to Bar and Hover text.

When the Calendar Gadget is opened, you can create a Quick Add by right mouse button clicking in the Gadget field. A small window will appear that will allow the quick adding of a Job, Order, Quick Hold or Roster.

Once you click on Quick Add, the ‘Quick Add’ window will open. This window will allow you to quickly add an Order to the Calendar Gadget.

Selecting any other type of document (all marked as ‘New’) will cause the system to open a new tab with the appropriate ‘New’ document.

NOTE: These gadgets are not designed to be flexible for the end user. These are meant for an administrator to setup views for users to access and see. If users require more flexibility, they should use the Schedule Book.

DRAG AND DROP BOOKING

The Calendar Gadget also supports ‘Drag-and-Drop’ bookings. Drag-and-drop for bookings allows for the following:

Drag-and-drop changes are available in the Day, Week and Month views only.
Drag-and-drop is not available to create new bookings. It exists only to change existing bookings.
Change dates and times for entire booking.
- Click and hold on a booking to move it to a different time for the same day or for a different date. The range between begin and end times will remain the same.
- Only one booking may be moved at a time. There is no method to select multiple bookings to move together.
- Bookings may be dragged over midnight but must include a begin or end time that is within the visible range.
- Bookings may only be dragged within the current view.
  - If the user is looking at a week view, the booking may only be dragged within the visible week, not to the next week.
Change either begin or end of a booking
- Only available in Day or Week views.
  - Month view only allows for dragging the booking as a whole.
- User may drag the upper or lower edges to change just begin and end times respectively.
- Left and right edges of the booking bar are not available for dragging.
- Upper or lower edges can be dragged to different days.
- Times are limited by the current interval
  - If the interval is by hour, drag-and-drop may not change a time to a half hour or quarter hour.
- Times are limited by those shown.
The gadget does not allow for dragging a booking from one Resource to another. Bookings will always retain the same Group and Resource values.
Orders and multiple Transactions on the Order are treated as follows:
- When dates/times are changed for an Order – Gadget is set to show Orders by Order Type, Customer or Job – its Transactions will be updated as well. Transactions that don’t exactly meet the Order’s dates/times will be adjusted according to existing logic.
  - The Question the user is shown in the Schedule Book or Order maintenance that asks if the transaction times should remain as is or be adjusted is not shown to the user. The gadget assumes Transactions will be adjusted.
  - NOTE: This may mean that Transaction times could be completely truncated
- When dates/times are changed for a Transaction (The Gadget is set to show Orders by Group/Resource) the Order and other Transactions on the Order will be adjusted as well. The adjustment uses the same code as the ‘Update Entire Booking’ functionality in the Edit Booking/Order window on the Schedule Book.
  - If the Transaction is dragged outside of the Order’s dates/time range, the Order’s dates/times will update automatically without asking the user. If the user has not been given security to change the Order’s values, the Transaction update is not allowed and the user will be shown a security message.
- The user is not asked to confirm drag-and-drop movements.
- User is only allowed to make changes to Orders or Transactions if security settings allow: Roles, Access classes, Divisions, etc.
The Conflict window is not triggered by changes. Any conflicts that occur are assumed to be ‘acceptable’.

ORDER TRANSACTIONS (RIGHT-MOUSE BUTTON)

If an Job or Order is displayed in the Calendar Gadget, hovering over the Job or Order and right-clicking on it will open a window that will allow you to see the Transactions that have been applied to the Job or Order.

Click the "Order Transactions" action and Xytech Web Client will open up a new tab with the Order Transaction(s) displayed.