Step-by-Step Guide: Calendar Screen

This guide explains how to configure and use the Calendar Screen. Follow these steps to transform your date-based data into an interactive calendar.

Before You Begin

Prerequisites:

• Access to the Calendar Screen feature in ARPIA
• A data table with date/time columns
• Permission to create and modify screens
• A node with the data to be use

What You'll Need:

• Repository name containing your events table
• Table name with your event data
• Column names for: start date, end date, and event title

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First time using Calendar Screen? Read the Calendar Screen Overview first to understand the concepts before configuring.

Step 1: Access the Screen Settings

The Calendar Screen has two control buttons in the top-right corner:

• Screen Settings (gear icon): Opens the configuration panel.
• Preview: Shows your calendar with current settings.

Click Screen Settings to open the configuration panel:

Understanding the Configuration Panel

The settings panel contains 5 tabs:

Step 2: Select Repository and Table

First, configure the data source for your calendar events.

1. Select your Repository from the dropdown
2. Click SAVE in the top-right corner
3. Refresh your browser page
4. Select the Table that contains your event data
5. Select your Knowledge Node from the Main Kube dropdown
6. Click SAVE in the top-right corner
7. Refresh your browser page
8. Return to the Screen Settings to continue configuration

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Important: Save and Refresh Workflow

You MUST refresh after selecting the repository. This allows ARPIA to load available columns.

Optional: Configure Relation Key

What is Relation Key? Links your events table to a related detail table. For example, linking an "Events" table to an "Event_Details" table.

When to use it:

• You have supplementary information in another table
• You need to display or edit related records
• You're building a complex event management system

When to skip it:

• All your event information is in one table
• You're building a simple calendar
• You're just getting started

Step 3: Configure Calendar Settings

Click the Calendar Settings tab to configure how your calendar displays event data.

Configure Requiered Fields

These four fields are required for your calendar to work:

Click the Preview button (top-right corner).

You should now see your events on the calendar! If not, see Troubleshooting below.

Configure Optional Display Settings

Display Options:

Interaction Options

Example configuration:

Step 4: Configure Header Options

Customize the calendar header and add action buttons that navigate to other screens or external URLs.

Enable Header

1. Find Show Header Options
2. Select Yes
3. The header section will appear above your calendar

Add Action Buttons

Click + ADD BUTTON to create a new button.

For Screen Link Buttons

• Label of Button : Enter button text (e.g., "View All Events")
• Button Type: Select "Screen Link"
• Select Screen: Choose destination screen from dropdown
• Click APPLY

For URL Link Buttons

• Label of Button: Enter button text (e.g., "Export Calendar")
• Button Type: Select "URL Link"
• URL to link: Enter full URL (e.g., https://yourcompany.com/export)

Manage Existing Buttons

All created buttons appear in the Action Header Buttons list.
For each button, you can:

• Edit: Click the gear icon → Modify settings → APPLY
• Delete: Click the X icon → Confirm deletion

Button Recommendations

For Event Management

• "View All Events" (List Screen)
• "Reports" (Dashboard Screen)
• "Settings" (Configuration Screen)

For External Integration

• "Export to CSV" (URL to export function)
• "Help Guide" (URL to documentation)

Step 5: Design the Add Event Form

Customize the form used for creating and editing calendar events.

The form designer works like ARPIA's standard form layout:

1. Add fields from your table
2. Arrange fields in logical order
3. Set field properties:
   • Node
   • Type
   • Explanation
   • Label
   • Allignment
   • Required/optional
   • Blank on load checkbox

Recommended Form Structure

Essential Fields (always include):

• Event title/name
• Start date & time
• End date & time
• Event type or category
• Status

Optional Fields (add as needed):

• Location/venue
• Description/notes
• Assigned to
• Budget
• Attendees

Advanced Fields (for complex systems):

• All-day checkbox
• Recurrence settings
• Attached files
• Related records

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Note: For detailed information on form design capabilities, refer to the Form Layout documentation.

Step 6: Configure Event Click Behavior

Define what happens when a user clicks on a calendar event. Four options are available:

Option 1: Event Edit Form

Opens the edit form you designed in the "Add Event Form" settings tab. Users can modify event details directly.

When to use:

• Users frequently need to edit events
• Quick updates are the primary use case
• You don't have a separate detail screen

How to configure:

1. Select Event Edit Form
2. Click SAVE

Option 2: Forward to Screen

Navigates the user to a specified screen within the application.

When to use:

• You have a detail screen with comprehensive event information
• Users need to see related data (attendees, documents, history)
• You want to provide multiple actions (edit, delete, duplicate)

How to configure:

1. Select Forward to Screen
2. Primary Key Handling: Choose one:
   • As a relationship: Establishes relational link
   • Not sent: Just navigates without passing ID
3. Select Screen: Choose destination screen from dropdown

Option 3: Open Screen in right sidebar

Shows the target screen in a sidebar panel while keeping the calendar visible

When to use:

• Users need to reference the calendar while viewing details
• You want to avoid full navigation away from calendar
• Quick reference is the primary need

How to configure:

1. Select Open Screen in right sidebar
2. Primary Key Handling: Choose one:
   • As a relationship: Establishes relational link
   • Not sent: Just navigates without passing ID
3. Select Screen: Choose destination screen from dropdown

Option 4: Forward to URL

Redirects the user to an external URL.

When to use:

• You're integrating with an external system
• Event details live outside ARPIA
• You need to trigger external processes

How to configure:

1. Select Forward to URL
2. URL: Enter the full URL
3. Click SAVE

Example: https://example.com/event-details?

Troubleshooting

Events Not Appearing

Problem: Calendar loads but no events show.

Solutions:

• Check date format: Must be YYYY-MM-DD HH:MM:SS format
• Verify column mapping: Screen Settings → Calendar Settings → Verify start/end date columns
• Verify date range: Navigate to the date range where your events should appear
• Check permissions: Verify user has read access to the table

Calendar Not Loading After Configuration

Problem: Blank screen or error message.

Solutions:

• Verify save and refresh: After selecting repository/table, did you save AND refresh browser?
• Verify table exists: Ensure the selected table hasn't been deleted or renamed
• Clear browser cache:
  • Ctrl+Shift+Delete (Windows)
  • Cmd+Shift+Delete (Mac)
  • Clear cache and reload
• Check browser console for any error messages

Unable to Add or Edit Events

Problem: Buttons don't appear or don't work.

Solutions:

• Confirm that Enable Event Addition and Enable Event Edition are enabled
• Verify that you have appropriate permissions to modify the linked table
• Check form configuration:
  • All required fields included in Add Event Form?
  • All required fields marked as required?
  • Form field validations not too restrictive?

Event Click Does Nothing

Problem: Clicking events has no effect.

Solutions:

• Check Event Link: Screen Settings → Event Link tab → Verify option selected
• Check destination:
  • If "Forward to Screen": Does the screen exist and is it published?
  • If "Forward to URL": Is the URL correct?
• Check primary key: Does your table have a primary key defined?
• Test alternative: Temporarily change Event Link to "Event Edit Form" to test basic functionality

Wrong Events Showing

Problem: Events appear on wrong dates or times.
Solutions:

• Check timezone: Dates might be storing in different timezone
  Verify data:

sql   SELECT event_name, start_datetime, end_datetime  
   FROM your_table  
   WHERE start_datetime BETWEEN '2024-12-01' AND '2024-12-31';\`

• Check column mapping: Ensure start/end columns aren't swapped

Best Practices

✓ Use descriptive names for your Event Title Column to make events easily identifiable

✓ Use consistent date format - Always YYYY-MM-DD HH:MM:SS

✓ Keep primary key stable - Don't change event IDs after creation

✓ Enable Shade Business Hours for calendars used in business contexts
✓ Test event drag-and-drop functionality after enabling Enable Event Edition
✓ Keep the Add Event Form simple with only necessary fields to improve user experience

✓ Add helpful labels - "Event Budget (USD)" not just "Budget"

Related Documentation

• Calendar Screen Overview
• Table Configuration
• User Permissions and Access Control
• Form Layout Guide