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The Unified Interface playbook is intended to help with the planning and execution of the transition from the Web Client to the Unified Interface.
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In your Unified Interface application, you may be looking for the calendar view subarea which used to be displayed within the legacy web client under the Sales or Service area.
Fig 1: Legacy web client navigation providing a link to the calendar display
Once transitioned to Unified Interface, you can easily add a calendar view to your apps with the new Calendar Control V2. This control also provides some cool productivity features, like double clicking right within the calendar to create new appointments, etc. This control can be added to the Activities entity to enhance it beyond a regular grid. It’s easy to point a navigation menu item to this new view control – thus delivering an improved calendar experience.
Fig 2: Unified Interface app navigation providing a subarea to the calendar display for improved productivity for task management
You could even apply this control to other entities or use it on dashboards. We’re sure your users are going to like it. Let’s dive !
Here’s how you can add the calendar view to your Unified Interface apps.
Quick start summary: How to add the calendar view
You can also accomplish this with a subarea for a dashboard created with the required view with Calendar Control V2. However, exclusive to the Activities view, you get the Activity type and due date filter which you won't get with a dashboard here.
Step by step
Add Activity entity and required view to your solution Why solutions? Solutions are an important part of application lifecycle management. Solutions are the recommended way to transport apps and components from one environment to another or to apply a set of customizations to existing apps.
11. Select ‘Calendar Control V2’ and click Add.
12. Select radio buttons under Web/Phone/Tablet for these access points to use the Calendar Control V2 for this view, as required.
13. To display items on the calendar, the calendar control needs values set for the following properties: Start Date, Description, and End Date. Simply click the pencil icon and appropriate values. For Activity entity, the fields that contain those values are scheduledstart, subject, and scheduledend, respectively. If you are doing this for a different entity, these fields would be specific to that entity and your needs.
14. Click OK. Click Save and Close on the view window.
15. Publish all customizations for the solution.
Add sitemap components in App: add Entity View
4. Navigate to this app or refresh if already open.
5. You should see a sitemap item for the subarea you added above, for example "My Calendar". When you click it, it should show in calendar view. Use the view selector to switch to the “My Activities Calendar” view if needed. You can pin this view so this will be the default view for this subarea.
Note: if you did not set ‘Calendar Control V2’ as the default for Web/Phone/Tablet in step #10 above, you can use the more commands menu ‘…’ -> Show As -> ‘Calendar_Control_V2’ to get the view shown in calendar mode.
Tips and notes
By adding these new calendar views in your Unified Interface apps, you can get a clear view/snapshot of your activities/tasks. You can also very easily create, edit, and delete records quickly from the calendar view by double clicking in the calendar, just like you can create appointments from Outlook’s calendar view. The new calendar control also supports and honors personalization settings for Activities, like default view mode (day/week/month) and work hours as well as time zone.
We hope you will try this and find it useful.
Additional references and documentation
Refer to these documents for more information:
Work with records in the new calendar view
Add the calendar control to entities
Enhanced integrated calendar experience
Business Applications communities