Calendar Settings: Customize Context
In this section, specify the available Pharma Activity record types when a user right-clicks to create a Pharma Activity record on the Calendar grid on the Table View, Hierarchy View, and/or Employees Calendar tab.
To set up click actions and available Pharma Activity record types:
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On the Calendar: Settings tab, in the Customize Context section, select a profile. If you do not have any configured profiles, the Global setting will be displayed in the field and will be applied to all non-configured profiles.
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Click the Add Context Action button to add a new setting line.
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Specify the following:
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In the Action Name field, enter the name for the Pharma Activity type. For example, you can use labels of the corresponding record type, such as Event or Visit.
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In the Activity Type field, select the Pharma Activity record type.
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Select the Table, Hierarchy, and/or Employee checkbox to have the ability to create a Pharma Activity record of the selected record type on the selected Table View, Hierarchy View, and/or Employees Calendar tab.
Record types added as a context action are available by left-clicking regardless of the selected checkboxes.
Set the Disable Left Click checkbox to restrict the creation of the Pharma Activity by a left-click. Users will then be able to create the Pharma Activity records only with specific record types and only by a right-click.
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Click Save.
The setup is complete.
| Left-Click | Right-Click |
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When a user left-clicks on the Calendar grid of the Calendar tab, all added record types are available to select.
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When a user right-clicks on the Calendar grid of the specific Calendar tab, only allowed record types are available to select. If the Mass Actions are enabled, the available actions will be displayed too.
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