Calendar and Resource

The "Calendar" and "Resource" elements are part of the overviews. In the description that follows, you will learn how to configure the elements in the "Applications" module.

Related information:

Calendar and Resource - Browser Features

View appointments from other calendars or resources

Additional Checks for Calendars

You can find the "Calendar" and "Resource" elements in the "Applications" module under "Elements. " You can create a new element by dragging and dropping it from here onto the workspace.

For more information on creating elements, click here.

Both elements consist of several individual components, some of which you can also find as additional controls for calendars in the "Elements" section.

Calendar and resource elements vary depending on the plugin's configuration. There, you can configure whether the plugin enables resource display or not. Accordingly, you will find the additional settings for displaying and booking resources in the elements' properties. If resource display is not enabled in the plugin, a resource item has only the calendar functions.

Plugin

To display data from the application that contains a calendar or resource item, you must define or integrate a plugin.

If you use the "Calendar" or "Resource" application template, the elements—including the plugin—are already preconfigured so that they can be used right away. Find out here how to create a calendar or resource application based on an online template.

Double-click to open the properties of the data group whose data you want to display in the calendar or resource item. It is also possible to create a plugin using the application node.

Click "Create a new calendar plugin" at .

"General" tab

Title

Enter the title of the calendar plugin here. You can find more information about multilingual titles here.

Data Group

Here, you can select the desired data group if the plugin was created via the application node. If the plugin was created using a data group, that data group is already selected here and cannot be changed.

Filter

Opens a dialog box where you can create a filter definition to restrict the data.

Plugin Labeling

Opens a color palette from which you can select a color for the calendar plugin. Appointments from this plugin are highlighted accordingly.

The date fills the cell with color

With this setting, the entire cell in the calendar is filled with the selected color. The coloring can be used, for example, for birthday or holiday calendars.

Select a color

Opens a dialog box where you can select a color or an icon.

Color Selection

Color from Data Field

Here, you can select a data field that contains hexadecimal color values.

Static Color

The selected color is displayed here.

Select a color

Opens a small color palette from which a color can be selected.

Select an image

Opens a dialog box where you can add an image to further identify the record in the calendar plugin.

Remove Image

Removes the reference to the image.

Click "OK" to save the settings and close the dialog box.

A calendar plugin requires at least data fields for "From," "To," and "Title."

Optionally, data fields for "Text" and "Image" can be assigned. When you click in the corresponding row under "Data Field," a drop-down list opens from which you can select and assign the desired data field. Only data fields with the correct data type are offered as options—for example, "datetime" for the "From" and "To" fields.

You can find information on how to create the required data fields in a data group here.

Add Data Field

Adds another row for another data field.

Edit Format

Depending on the data field type, this opens a dialog box where you can edit the format. You can find information about the available formats here.

Image

To display an image for an appointment, you can select an existing file data field here that contains the references to an image.

Edit Format

Opens a dialog box for images where you can edit the image's format settings. You can find all the information here.

Click "OK" to save the changes and close the dialog box.

Reset Selected Data Fields

The default fields will be reset, and any additional fields will be removed from the selection.

Control Type

Here, you can select the desired validation type for the data field selected in the list.

Enable exporting of events from this calendar plugin

With this setting, the browser displays a link for each appointment that allows you to export the appointment.

Enable rescheduling of events in this calendar plugin

Specifies whether appointments in the calendar or resource can be rescheduled.

The plugin is active

The plugin is enabled with this setting and is available in the browser.

"Options" tab

Category

Categorize an appointment

Enables the grouping of appointments by category.

Title

Displays the current title of the displayed value.

Edit Title

Opens a dialog box for configuring the display value.

Background Color / Text Color

Here, the background and text colors of the events can be customized based on a category defined by the user in the browser.

Resource Settings

Enable resource display

A resource view allows you to display resource bookings on a timeline. This prevents multiple bookings.

Data Group

Select the data group from which the resource data (e.g., company vehicles, inventory, etc.) is derived.

Filter

Opens a dialog box where you can define a filter expression to restrict the data.

Title

Displays the current title of the displayed value.

Edit Title

Opens a dialog box where you can configure the display value.

Sorting

Displays the currently selected sort field.

Sorting

Opens a dialog box where you can edit the sort order.

Sorting

In the "Available" list, you can see all the fields that can be used to sort the resources. If you want to add additional sorting criteria, simply move the desired fields to the "Selected" list by clicking the arrow button.

In the upper-right corner, you can sort the fields by " " in ascending order or by " " in descending order. The arrow buttons in the lower-right corner change the order of the fields in the list.

Resource

Resource charts can display resources from various plugins. Resource bookings can be grouped into different views to make the chart easier to read.

With the "Resource" setting, you can select the field that determines how resources are grouped in the resource chart. Entries in which the field contains the same value in all linked plugins are then grouped.

For example, if you import the "Resource" application template, all appointments will be saved in the "Calendar" data group (1).

All resources are stored in the "Resources" data group (2) and are assigned a unique ID there.

Bookings are stored in the "Resource" child data group (3) under the "Calendar" data group (1). Here you will find a reference to the "Resource" data group (2).

This resource field is already selected accordingly in the calendar plugin options for a resource application. This fulfills the requirements for the various representations in the resource diagram.

Image

Displays the selected data field.

Edit Image Format

Opens a dialog box where you can edit the image format.

Format

Some of the settings described here may not be available if the dialog is opened from the Properties of other elements or via the "General" tab in the plugin's Properties.

Show link to full-size image

With this setting, clicking on the image displays a tooltip showing the image in its original size.

  • Rotate Rotated Images to Their Original Size

    This setting functions similarly to the "Rotate Rotated Images" setting (see below), except that the original size of the image is preserved.

Rotate Rotated Images

Most cameras write information about the image's orientation (rotation by 90, 180, or 270 degrees) into the image file's header. When the "Rotate Upside-Down Images" setting is enabled, this information is analyzed, and the images are automatically rotated when displayed on the portal so that they are not upside down.

Maximum size

Here, you can specify the maximum size of the image. Larger images are scaled down proportionally; smaller images remain unchanged.

  • Width / Height

    Enter the maximum width or height in pixels here.

  • Crop Image

    The width and height of the image are adjusted to fit the surrounding element.

    • Enlarge smaller images

      Smaller images are enlarged to the specified maximum size.

  • Optimize File Size for Thumbnails

    This reduces the file size, resulting in faster loading times for the application page.

Thumbnails for files

Here, you can choose how a thumbnail will be displayed in place of the original image.

  • Depending on the file type

    In the update-safe file "fileextension-custom.properties," you can specify which file extension is linked to which thumbnail image. You can find the file in the "internal/cfg" directory on the portal. The file's content also determines the thumbnails for files in the Filewalker element. The path to the thumbnails must be specified relative to the portal directory "external/htmlroot" (e.g., docx=images/assets/drive/docx.svg)

  • Intrexx Standard

    If you select "Intrexx Standard," an image provided by Intrexx will be used.

  • Still image

    Selecting this option allows you to load a static image.

  • Select an image

    Opens a dialog box where you can select the desired image.

Click "OK" to save the changes and close the dialog box.

Enable Moving Between Resources

With this setting, bookings for one resource can be assigned to another resource in the resource chart using drag-and-drop.

Setting

Displays the selected data fields.

Select Data Fields

Opens a dialog box where you can select the data fields to be carried over when moving an appointment.

Shared Resource Pool for Multiple Resource Controls

In general, different plugins can be defined that access the same resources. Here, you can define a key under which the resources selected by users in the browser are stored in the user profile. Plugins with the same key will then access the same selected resources.

Key

Enter the key here or select an existing key. You can simply type a new key directly into the key field.

Go to the "Jump Target" tab.

"Jump to" tab

Here you can specify which page should load in response to which actions.

Actions for Existing Records

Jump on MouseOver

Select the page here that should load when you hover over an appointment.

Jump when clicked

Select the page here that you want to load when you click on an appointment.

Jump on Double-Click

Select the page here that you want to load when you double-click an appointment.

Actions for New Records

Jump When Selecting

Select the page here that should load when you double-click an appointment if an empty cell or range is selected.

Actions for Grouping Entries

Jump when clicking on a grouping entry

This option is active only if the "Shared resource pool for multiple resource controls" setting is selected on the "Options" tab. You can then select the page here that you want to open when you click on the grouping entry.

Edit Parameters

Opens a dialog box where you can edit the parameters required for the destination page.

Go to the "Conflict Resolution" tab.

Conflict Resolution

Using conflict handling, you can specify which other plugins to check against in order to, for example, prevent a room from being booked twice. You can specify which input pages should not be subject to conflict checking, even if the check is enabled. The conflict check takes place when an appointment is saved.

Enable Conflict Resolution

Enables conflict checking.

Plugins that are being checked

This section lists all the plugins that are scheduled for testing.

Add a plugin

Opens a dialog box where you can select a plugin for verification.

Delete Plugin

Removes a plugin from the list.

Move selected plugins up or down

Changes the order in which the plugins are processed.

Pages Without Conflict Checks

This section lists all pages that are excluded from the conflict check.

Add a Page

Opens a dialog box where you can select a page.

Pages Without Conflict Checks

Select the page you want here and click "OK."

Delete Page

Removes the currently selected page from the list of pages without a conflict check.

Edit Conflict Resolution

Select a plugin you want to check. Clicking "Edit Conflict Handling" at opens a dialog box where you can configure the conflict check.

Conflict Check

Dates to be reviewed

If necessary, create a " " filter here.

The "Avoid duplicate entries only" setting is displayed when a plugin performs a conflict check against itself.

An internal filter is then defined that detects a conflict if the resource is already booked at the selected time. If this setting is enabled, you cannot specify a static filter. Disable this option if you want to define your own filter.

Buffer

For the "Before" and "After" buffers, an integer value must be specified if a conflict is to be reported before or after the appointment. There are three valid formats for specifying the individual components (day, hour, minute):

  • Unsigned integer

  • Integer with a negative sign

  • A positive integer.

If a sign (+ or -) is specified, the respective time period is added or subtracted. For unsigned integers, the time component is replaced.

Notification

If a conflict is detected, the user is notified of the conflict when saving the record.

Title

Enter the title of the conflict resolution session here. You can find information about multilingual titles here.

Description

As with the title, the description can also be set statically or dynamically using a constant.

Click "OK."

Click "OK."

Click "OK" here as well. The plugin configuration is now complete.

Calendar

Here you can see the individual components of a calendar item after you've created it on the workspace:

  1. Chart

  2. Navigation Calendar

  3. Presentation

  4. Categories

  5. Plugins

  6. Calendar Title

  7. Next / Previous

Chart

Open the Properties dialog box by double-clicking the diagram (1).

"General" tab

Title

Enter the title of the calendar or resource here. Click here to learn how to set the title in multiple languages. Click "Add Plugin" on .

Available Plugins

Here you can select all the plugins whose data you want to display in the calendar item. You can also select other applications from the drop-down list at the top. The available plugins are then displayed in the lower section. You can also edit the selected plugin directly here or duplicate it.

Click "OK" to save the settings and close the dialog box.

You will then be back on the "General" tab in the calendar's Properties dialog box. Go to the "Views" tab.

"Visualizations" tab

In the browser, you can switch the chart's view, for example, from the monthly view to the weekly view. This section defines which views are available in the browser. Click "Add View" at to see a list of all available views.

Available Versions

Reports included in the Intrexx package cannot be deleted or edited. However, you can copy a view by clicking "Duplicate View" at and then edit it. Select the duplicated view and click "Edit View" under " ."

Accessibility

The calendar features an accessible view labeled "Appointment Overview (Accessible)."

For detailed information on this topic, see the " Accessible Calendar" section.

General

Here you can enter the title and description of the presentation.

For resource elements, there are additional settings here. You can find all the information here.

Go to the "VM" tab.

VM

A modified VM can be integrated here to display the view and the appointments. You can find more information about this dialog here.

Scaling

Time Scale

Here, you can configure the time scale in the calendar or resource chart. Depending on the currently selected view, u. Note: Not all settings are available.

From / To

Here, you can set the time scale for the chart. Enter the desired time for each one.

Show the area before/after the time scale

The chart displays an additional column labeled "early" or "late."

Interval

Specifies which interval—which can be specified here as an integer—should be displayed on the chart, along with the unit (hours or minutes).

Dates

View All Dates

If this setting is not enabled, a small box appears in the chart below an appointment, showing the total number of appointments in the current interval (e.g., on that day); clicking this box displays the remaining appointments.

Fixed Date Calculation

Specify here, in pixels, how much space the text of an appointment may take up. Appointments with longer text will be truncated.

Presentation

Show Week Number

In appropriate views, this setting displays the calendar week.

Highlight Today's Date

The current day is shaded, which sets it apart from the other days.

Add some color to your weekend

Saturday and Sunday are shaded, setting them apart from the other days of the week.

Formatting

Here is a list of the formats for the currently selected view.

Edit

Opens a dialog box where you can edit the currently selected format.

Formatting

The portal languages and the current format are displayed here.

You can edit the format directly here by double-clicking the corresponding cell.

You can find information about the available formats here.

Starting with Intrexx version 12.0.0

You can find information about the available formats here.

Click "OK" here as well to save your changes and close the dialog box.

Click "OK" here as well.

On the "Views" tab, you can remove a selected view from the list by clicking " " and then "Delete View." It will then no longer be available in the browser.

You can edit a view by clicking "Edit View" at . "Move display up/down" changes the order of the displays.

Specification

One of the views must be selected as the default. This rendering is used in the browser when the page loads.

Display text if no resource is available

This setting allows you to specify text to be used when resources do not exist.

Use Global Text

Uses the Intrexx default text.

Text to display if no resource is available

Here, you can enter static text in multiple languages or use a constant.

"Actions" tab

Actions for existing or new data records and grouping entries

The currently active promotion is listed here.

Edit Promotion

Each one opens a dialog box where you can specify the jump destination.

Clicking "OK" saves all settings and completes the configuration of the calendar item.

For calendars, you cannot set whether the column headers should be pinned. If you want to prevent a calendar from being restricted in height within a tooltip, you must either enlarge the control on the workspace or set the `rect` attribute for the control's height to a high value. Then the scroll bar will no longer be displayed, and the header will no longer be pinned. A high value for `max-height` has no negative effects here.

Resource

When you create a new resource item on the workspace, it looks essentially the same as a newly created calendar item. The resource element includes only the additional "Select Resources" function, which allows you to specify in the browser which resources from the resource pool should be visible in the diagram.

Chart

The "General" tab in the chart's Properties dialog box also corresponds to the "General" tab of the calendar item. You can find information about the settings and features here.

Go to the "Views" tab.

Illustrations

Here, too, you'll find the same settings and features you're already familiar with from the calendar item.

However, there are additional settings for the resource element if you change a view—for example, the "Month" view—by clicking " " and selecting "Edit View," provided that the "Enable resource view" setting is enabled in the calendar plugin options.

Show only resources with reservations

Here is the "Month" chart view in the browser, in which none of the following settings—except for "Show only resources with bookings"—are selected.

One row is displayed in the diagram for each plugin name. Below that, the resources for each plugin are listed in the first column. The individual entries are displayed by resource in the corresponding rows and columns.

Display resource bookings in a row

If the "Group identical resources" setting is not selected, the "Display entries for a resource on a single line" setting causes entries for different resources to be displayed on a single line per plugin.

Display identical resources in a consolidated view

If the "Show bookings for a resource in a single row" setting is enabled and the "Group identical resources" setting is also enabled, bookings from different plugins for each resource will be displayed in a single row.

If only the "Group identical resources" setting is selected, resources will be grouped together if the value for the resource field defined in the plugins matches. If no custom summary of resources is created, all other grouping properties—such as the title or sort fields of the grouping—must match across all plugins from which the resource originates. Otherwise, the resource cannot be consolidated.

With this setting, each resource name is displayed on a separate line in the chart. Below that, the plugins for each resource are listed in the first column. The individual entries are displayed in the corresponding rows and columns for each plugin. If the "Resources" field is selected, resources with the same value are grouped together. This way, resources with the same title, for example, can be grouped together.

Custom Summary of Resources

In addition to the "Group identical resources" setting, this setting allows you to group resources from different plugins based on a matching value in resource fields that may differ, without requiring other grouping properties—such as titles or sort fields—to match. The top plugin in the list defines what is known as a master plugin, which, for example, sets the title of the resource in the display when multiple resources are grouped together.

Add Plugins

Opens a dialog box where you can select the available plugins.

Remove Plugins

Removes the currently selected plugin from the list.

Move the plugin up or down

Changes the order of the plugins in the list.

Show only resources from the first plugin

This option allows you to further narrow down the display.

Click "OK" to complete the configuration of the resource element.

Formats

On the "General" tab in the calendar plugin's properties, you can edit the format of the data fields included.

General information about data types and control types can be found here.

To do this, select the desired data field, choose a validation type, and then click "Edit Format" under " ."

Data types "string" and "Text," control type "Text"

HTML

With this option, the text is interpreted as HTML.

Enable Cross-Site Scripting Protection

If this additional setting is enabled, it prevents information from a context where it is not considered trustworthy from being inserted into another context where it is classified as trustworthy.

Text

This option displays unformatted text. In addition, you can select the "Replace line breaks with <br>" option.

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Maximum text length (column width)

Entering an integer sets the maximum text length in the preview field. If the value is -1, all characters are displayed.

Ellipsis (omission mark)

In this context, define the character(s) that are appended to the text as ellipsis marks after the last character displayed.

Line break

The settings you can select from the drop-down list here affect line breaks as follows:

  • inherit

    The CSS property of the parent element is applied

  • normal

    Line breaks collapse, spaces + tabs collapse, automatic line break

  • nowrap

    Collapse line breaks, collapse spaces and tabs, no automatic line breaks

  • pre

    Line breaks are preserved, spaces and tabs are preserved, no automatic line breaks

  • pre-wrap

    Line breaks are preserved, spaces and tabs are preserved, automatic line breaks

  • pre-line

    Line breaks are preserved; spaces and tabs are collapsed; automatic line breaks

Data type "integer," control type "Integer"

Here, you can select the format of the 1,000 separator from the drop-down list. Selecting "Portal Settings" uses the portal's current format settings.

Data type "Double," control types "Currency" and "Floating-point number"

Select the desired format here for the thousands separator, decimal separator, decimal places, and leading zeros. Selecting "Portal Settings" uses the portal's current format settings.

Data type "datetime," control type "Time"

Select the time format you want here.

  • "HH" corresponds to the two-digit hour display

  • "mm" corresponds to the two-digit display of the minutes

  • "ss" corresponds to the two-digit second display

Selecting "Portal Settings" uses the portal's current format settings.

Data type "datetime," control type "Date & Time"

Select the date format you want here.

  • "dd" corresponds to the two-digit day display

  • "MM" corresponds to the two-digit month display

  • "yyyy" corresponds to the four-digit year display

Selecting "Portal Settings" uses the portal's current format settings.

Data type "datetime," control type "Date"

Date Format

Select the date format you want here.

  • "dd" corresponds to the two-digit day display

  • "MM" corresponds to the two-digit month display

  • "yyyy" corresponds to the four-digit year display

Time Format

Select the time format you want here.

  • "HH" corresponds to the two-digit hour display

  • "mm" corresponds to the two-digit display of the minutes

  • "ss" corresponds to the two-digit second display

When "Portal Settings" is selected, the format settings from the portal properties are used.