Scheduling Grids must be defined and saved in order to provide choices for user role assignment and for selection when browsing the grid user interface. These definitions include the name of the grid as it will appear during use, assigned filter choices specific to that grid, custom filtering availability, and the default view when the grid is accessed.
Many different versions of the grids can be created and saved in order to provide the appropriate levels of access for users and guests, as well as to create convenient, filtered choices during navigation. The Manage Calendars option on either the Calendars or Settings tab provides access to a list of all configured calendar tools, including Calendars, Scheduling Grids, and the Search tool.
Add a New Scheduling Grid
- Click the Calendar or Settings tab.
- Select Manage Calendars.
- Click Add Calendar Definition
- Select Grid.
- Enter a Name for the grid. This is the name that will be visible when assigning grid access to users as well as when choosing a grid to view in the calendar interface. The name should help users understand the grid content.
- Enter a description.
- Note that the full URL for the grid is displayed in the URL field on the form. You can copy and paste this information into a browser to access the grid directly, without first launching the application. Select either Day View or Week View to specify which format is launched when using the URL. See URL Access for more details.
It is best practice to create a default filter for all grids to help users navigate activities when viewing the grid. Additional filters may be created if desired.
- Click Add Filter.
- Enter a name for the filter being created. If desired, check the box to make the filter the default activity view when the grid is used.
- In the Filter panel, enter Keyword search criteria and/or a search start date if applicable.
- Use the scroll bar to access the desired filter options. Filters may be created that include or exclude events and academic sections, and limit results based on various attributes.
- Note: the activities returned by a filter can be limited to certain spaces using the location settings. Use the + button to select one or more filter options to limit the activities returned by the grid.
- Click OK.
Custom Filter Settings
The Custom Filter Settings section of the grid definition controls whether or not a user may edit the grid filter, and if so, to what extent.
- Allow Custom Filtering: provides access to the filter settings for a user when viewing the calendar. This setting is the on/off switch for the filter option in the calendar as a whole.
- Limit Choice to Saved Filter: limits a user's search options in the filter panel to what is selected in the calendar definition form when a user edits their filter. Search options are based on what is selected in each of the filter sections (location, event, academic, resource, and usage). Example: you may wish to assign a filter that limits event activities to only a few event types taking place in key buildings on campus. If you would like to allow users to edit the filter but be confined to those event types and buildings, then place a check in the box next to Limit Choices to Saved Filters.
- If Allow Custom Filtering is selected, add or remove checkmarks in each of the filter categories (Location, Event, Academic, Resource, and Usage) to specify which filter types are available to the user. These choices determine which drop-down filter options are available to the user when editing the filter.
- Click Save.