Calendar plugin
The "Calendar" application template provides you with a calendar in which all portal users with appropriate permissions ("User" role) can enter appointments.
Portal users with the "Manager" role can create categories and specially highlight or mark calendar days. Categories must be assigned to an appointment when it is created. Using and assigning categories makes it easier to search for and find appointments.
You can mark calendar days. These are color-coded in the calendar.
Actions in the portal
Enter appointments
The "User" role gives you access to the "Calendar" page. You can enter appointments there.
Title
Enter a title for the appointment here. This will be displayed later in the calendar.
Category
Assign a category to the appointment. The category will be displayed later in the calendar. Specifying a category makes it easier to find appointments via the "Search" page, among other things.
Starts on - End on
Enter the start and end date of the appointment here.
Description
(Optional) Here you can enter more detailed information about the appointment.
Appointment series
You can also create a series of appointments. Click on the word Appointment series.
More detailed information is available in the section Create appointment series.
Click the button to enter an appointment.
You can also click on a calendar field with the left mouse button. Afterwards, the window with information required for the appointment will be displayed. The previously selected date is then preset.
Create appointment series
Click the button to enter a recurring appointment.
Click on the word Appointment series.
Enter the appropriate information.
Export appointment
You can export appointments in Outlook format (.ics). To do this, click on the arrow icon in the displayed appointment.
Delete appointment
Left-click on the appointment you want to delete.
The window with the appointment details will be displayed.
Left-click on the appointment you want to delete.
The window with the appointment details will be displayed.
Click on .
This takes you to the page for editing the appointment.
Click on the Delete button.
Then confirm that you want to delete the appointment.
Search for appointments
In the "User" role, you have access to the "Search" page. There you can search for appointments.
The title, category and description are included in the search.
Add category
In the "Manager" role, you have access to the "Administration" page. You can create new categories there. When you create appointments, you must assign them to a category. This makes it possible to sort and find individual appointments.
Click on the button to create a new category.
The ID cannot be changed once it has been saved.
Delete category, deactivate category
Categories cannot be deleted manually. They must be deactivated first. The deletion will then be carried out automatically by Intrexx.
In the "Manager" role, you can deactivate categories on the "Administration" page.
Click on the pencil icon (
) to do that.
In the dialog box, activate the "Deactivate category" toggle (
).
Deactivated categories are automatically deleted by a background job at regular intervals.
Highlight calendar days
In the "Manager" role, you have access to the "Administration" page. You can highlight calendar days there. Usually, these are holidays or other days that are relevant company-wide.
Click on the button to define a new calendar day.
Enter a title, and a start and end date.
Save your entries.
Delete calendar days
In the "Manager" role, you can delete calendar days on the "Administration" page.
Click on the pencil icon () to do that.
Click on the button ().
Then confirm that you want to delete the calendar day.
More information
Email us