uCalendar: Advanced Calendar Configuration for Sugar
uCalendar is a customizable calendar solution for Sugar to display any standard or custom Sugar module on a calendar.
uCalendar offers several ways of viewing your schedules, such as embedding calendars into intelligence panes, dashboards, and layouts that allow you to present record-specific dynamic calendars. It also offers a large variety of features and customization options, making it a far more advanced alternative to Sugar’s standard calendar. Among these, some of the most notable are:
- Color Coding: easily distinguish calendar entries and set coloring conditions
- Filters: multiple filtering options allow you to view only what’s important
- Drag and Drop: modify dates, times, and corresponding records in real time
- Embedded Calendars: insert on your dashboards, and module list and record view layouts
- Module Calendars: Attach calendars to any Sugar module.
- Flexible Event Sourcing: Utilize calendar events from any Sugar module.
- Custom Event Text Display: Configure event text from any module field.
uCalendar’s versatility allows you to schedule events from any Sugar module if it contains a date field.
In this article, we’ll take a look at uCalendar’s capabilities, and how it can be used.
Setting Up uCalendar
Before starting the setup, make sure the modules in which you want to see uCalendar have its Record view panels displayed as Tabs. You can do this by going to Studio → Module → Layouts → Record View. In the panel configuration, select Tab as the Display type. Otherwise, you will not be able to view the Calendar tab in Record view.
After the add-on has been installed on your Sugar instance, go to the Administration → uCalendar Settings.
In uCalendar’s Administration Panel, you can set up custom events in any Sugar module with a date field. In the following example, we’ll go over how to add customize events.
To start, click the Add button, select the module in which you’d like to add calendar events. Then, click the Add button on the right to confirm.
In the following example, we will create Meeting events that change color depending on their status: Scheduled, Held and Cancelled.
After clicking Add, you will see the events settings options:
From the Module option, we’ve selected Meetings as the related module. From Start Date to Relationship Name, all settings are pre-filled based on the chosen module. Note that you might have to make a few manual changes: for instance, in the image above, you’ll need to update Duration Days to ‘none’ if the ‘duration_days’ field is not available in that module.
In Filter, we’re going to set this Meeting event type to only include meetings that have the Scheduled status. In uCalendar, to filter events based on a field’s value, we’ll need to write field name = ‘value,' so in this case, status = ‘Planned.' Note that when the field type is DropDown, the field value is supposed to have the value's Item Name, and NOT its Display Label. The Item Name can be found in Studio → Module → Fields. Then, click on the field name from which you want to use its available values and click Edit. (see image below)
In uCalendar’s event settings, scroll down, and you can customize what happens when double clicking on an event in the Calendar, and whether you can create, update or remove events of that type. You can then save the Scheduled Meetings event by clicking Save.
We’ll follow the same steps for Held Meetings and Cancelled Meetings events, the difference being that the filters are going to change to status = ‘Held,' respectively status = ‘Not held.' Preferably, you might want to set up custom colors for each of these meetings types to better differentiate them on the Calendar.
Now that we’ve set up the Meetings events, we’ll show you how to add, edit or remove them from uCalendar.
Now that we've set up some Meeting events go to the Accounts module (since we've set them up in that module) and click any record. From Record view, click on the Calendar tab.
Double click on any date entry and select Add a record on Meeting module [Scheduled Meetings].
Configure the meeting to your needs, and then click Save.
Back in the Calendar tab, you’ll now see your created event.
If you want to go in and edit the event, double click on it you'll be taken to that Calendar record. Note that if you go ahead and edit its Status, for instance, the event will automatically change colors in uCalendar. Also, if you click the X button inside the entry in uCalendar, you’ll be able to remove it.
uCalendar Scheduler Dashlet
In addition to having uCalendar available in Record view, you can also set up a uCalendar dashlet, which helps you view all the events created inside a module (in this case, Accounts), and lets you edit or remove existing events (the ones which have been configured to be editable and/or removable), while new events can only be created from the Calendar tab inside the Record view.
uCalendar is a highly customizable product designed to tend to all your calendar scheduling needs. If you’d like to learn more about all its features and capabilities, contact us to request a demo.