Using Calendar

Table of Contents

Add the Calendar module to the CT Mobile main menu, configure the calendar in CT Mobile Control Panel: Calendar, and optionally set up custom color settings to display activities on the calendar grid.

Permissions

The mobile user can create, update, and delete records if the permissions are granted.

The Calendar has three different views: day, week, and month.

The calendar grid is displayed according to specified working hours.
Tap the day in the month view to open the day view.
Zoom the month view to open a week view.
Zoom in and zoom out the day and week view to resize the cells of the calendar grid.
Tap the Today button to return to the current day.
Tap the Weekends button to hide or display the weekends on the calendar day.

Manage activities using the following gestures and taps:

Create an activity. If applied, select the record type and fill in a mini-layout:
- drag-and-drop a record from the left list of records
- tap the calendar area in a day or week view. If enabled, a mini-layout with the filled-out Start Date and End Date fields according to default duration will be displayed.
- tap the Plus button. If they are more than one Activity object, tap the corresponding button to create an activity
Copy or move an activity.
- Long-tap the activity → tap Copy/Move → set the start date and time in the day and time picker → tap OK → tap Copy/Move.
Delete an activity.
- Long-tap the activity → tap Delete → confirm the action.
Tap an activity to open its details.
When the mobile user taps the Back button to return to the calendar, the calendar grid opens from the date of the last created activity.

Important notes:

If custom colors for the activities are not set, the application theme will be used to display activities in the calendar grid.
If the Start/Finish functionality is enabled:
- if the Lock/Unlock Record option is enabled, the activity record may be edited (including adding a photo from the Actions menu, if available), moved, or deleted only when an activity has not been finished.
- if the Update Start/End Date Fields option is enabled, when a mobile user taps the Start or Finish buttons, the Activity Start Date field and Activity End Date field will be updated.