Using Calendar

Add the Calendar module to the CT Mobile main menu, configure the calendar in CT Mobile Control Panel: Calendar / CT Mobile Control Panel 2.0: Activities, 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 object’s permissions specified on the CT Mobile Control Panel: Offline Objects / CT Mobile Control Panel 2.0: Offline Objects cannot be over the profile’s permissions for objects.

Calendar Views

The day view

calendar day view

The week view

Use either the Open button or double-tap the activity to go to the record layout.
calendar week view

The month view

calendar month view

List Views

  • Tap the current list view to select another list view.

    • To pin the selected list view as default, tap 25.

    • Tap Done to save changes.

      ios calendar list view

  • To add a new list view, tap 25. In the list view creation form, specify its parameters:

    • Filter name: type desired list view name.

    • Filter conditions:

      • tap 25 to add new list view condition

      • tap 25 to expand list view conditions

    • In the Record preview, tap 25 to select columns to display in the records list.

      ios calendar filter form

    • Tap Save to create a list view.

Calendar Legend

Since CT Mobile 2.7, use a calendar legend with a list of colors for the record types of each Activity object, such as Pharma Activity or Event. In the case of a large number of records in the calendar grid, the legend can help you identify the status or type of each record.

calendar legend

Activity Management

The calendar can be scrolled back one year and one year forward, starting from the current date.

Actions with Activities

Manage activities using the following gestures and taps:

  1. Create an activity. If applied, select the record type and fill in a mini-layout:

    • long tap the empty calendar area. In the month view, long tap any area on the calendar grid to create an activity. To create an all-day activity, long tap the All day section.

    • tap one or several records from the list to select, tap and hold one of the selected records, and then drag and drop the records to a calendar cell. The activities will be created in the same order as they were marked;

    • tap the 25 button.

  2. Move an activity by long tap, until it highlights with the purple color, and move it to another cell.

  3. Pull the bottom border of the activity to change its duration. The functionality is available on the day and week view. Activities up to 30 min have a fixed height in the calendar equal to 30 minutes in the calendar grid.

  4. Double-tap an activity in the Calendar to open its details. All activities for a day are displayed on the left records list.

Important notes:

  • If custom colors for the activities are not set, the application theme will be used to display activities in the calendar grid.

  • The records, which have not been synchronized, may always be deleted no matter what access the profile is granted.

  • If the Start/Finish functionality is enabled, a mobile user can move and delete records if the clm__ActivityDoneAPI__c attribute of the Mobile Application Setup record is false.

Mass Actions with Activities

The user can not only copy, move, or delete a single activity in the week view, but also select several activities to make an action. Mass actions are available for all record types of the objects that are available for the mobile user.

  1. Tap the title of the week.

  2. In the open pop-up, copy, move or delete all activities of a day or a week.

calendar mass actions

Copy Activities

  • All activities, which are available for the mobile user’s profile, can be copied if the mobile user has permission to create records.

  • Fields will be copied according to the Fields to Copy settings of the activity. If copied fields have default values, they will be applied after copying. For example, if the Status field has default value Planned, after copying a Status field with values In Progress, the value of the copied field will be set to Planned.

  • The first day of the next week is suggested when the mobile user copies all activities of the selected week.

Move Activities

  • Activities with updatable Start Date and End Date fields and the false value in the Is Done field are available to move if the mobile user has permission to edit records.

  • Only values in the Start Date and End Date fields will be changed.

  • The first day of the next week is suggested when the mobile user reschedules all activities of the selected week.

Delete Activities

Datepicker and Calendar Agenda

When filling a custom field with the Date/Time type, it is convenient to show datepicker and calendar agenda to help user selecting a date. To do that, add the ctmobile.agenda value to the Description attribute of this field, and the datepicker with calendar agenda will appear:

add activity mini calendar
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