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FAQ
Overview
If you have administrative permission then you can create any number of custom calendar lists. The custom calendar lists can include the standard list columns as well as columns for any calendar appointments.
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Admin > Custom List Views > Appointment List Views |
When you create a new list you can define which system roles can view the list, and you can create a number of default filters which cannot be altered.
Once you have saved the list then you can define the columns by clicking on the columns link in the list of custom lists.
A new list is automatically populated with some of the most common columns / appointment elements to save you the effort of setting these up each time. If you don't want any of these columns simply remove them in the column editor by using the checkboxes and clicking on "DELETE".
You will notice that the columns are automatically created with default positions spaced 10 positions apart. This allows you to insert columns between these columns by selecting position numbers in the gaps.
Adding Columns
To add a new column click the "Add Column" button above the list. The column editor will open and you can enter a name and default position for your new column. You will also need to select a "Data Source" for the column as shown below.
Data Sources
"Data Sources" are used to group fields from the same area of the Actionstep database to make them easier to find. New data sources and fields are added from time to time so the screenshot above might be slightly different in your system. The data sources shown below have the following meanings:
- "Action" – Action/matter descriptors (action ID, action name, etc)
- "Appointment" – Either summary information about calendar appointments, or label of the appointment field in a linked action
- "Linked Data Collection Record Field Value" - Ability to draw other data collection field values from the same data collection that an appointment is linked to
- Other - Data source common to other custom lists
Each time you select a data source the list of available field below will change. Sometimes it will be a simple dropdown list but in other cases you will need to search from a list (see below):
Previewing and Setting Column Widths, Sort Order, and Filters
Once you have completed your list you can click on "Preview" to view your list with live data.
You can change rearrange the columns as you wish by dragging, resizing and sorting them. Once you are happy with the list click on Admin->"Save this layout as default" and it will become the default layout for all users. If you apply filters then the list will retain these filters after you save it as the default.
Once created, your custom calendar views are located in the Appointments submenu under the Calendar Icon menu in the Utilities menu at the top right of each screen.
