2. IQ Calendar

Using the Calendar

The InfoQube Calendar is like no other because of its feature set and deep integration with other Infoqube's components.
With it, you'll be able to view and edit date related items and tasks in the familiar calendar metaphor.
 
The Calendar provides you with day, multi-day, week, month and year views.
In addition, a mini-calendar is available to quickly navigate through time and set special displays (such as viewing only Mondays).
 

The IQ Calendar Concept

The IQ Calendar concept is similar to other calendars. This is essential to ensure fluid transfer between IQ and other calendar applications (Outlook, Google Calendar, etc):
  • Events can be all-day or have start and end times
  • Events can span more than 1 day
  • Events can have recurrences
 
There are however important differences:
  • Events can be scheduled or not. Non-scheduled events are shown in the upper part of the Calendar, along with the all-day events
     
  • IQ introduces the concept of "item duration":
    • It is the duration of the item in hours
    • Moving the event from the scheduled to the non-scheduled areas preserves the item duration value
    • ItemDuration field is handled like any other item field values
       
  • Any date field can be used to show an item in the Calendar. By default, the Appointment field is used, but this can be changed, hence you can:
    • Show Anniversaries and birthdays
    • Show task due dates
    • Show project milestones
    • Show both Task Start and Task End in the calendar, in different colors
    • etc.
       
  • Event date and duration can be modified using grids and the Properties pane
  • Calendar events are like regular items, so they can :
    • Have any number of field values
    • Have HTML rich text content
    • Be shown in other views (grids, gantt, map views, etc)
    • Be arranged in hierarchies:
      • Have any number of sub-items
      • Have multiple parents
         

1.0 The Calendar UI Elements

The Calendar UI elements are:
  1. Main Calendar window
  2. Multi-month mini-calendar
  3. Day time scale
  4. Date filter toolbar
  5. Calendar and Item drop-down menus
 
In addition, other IQ components can be used:
  • Grids to view / edit date item text and date values
  • Grids, namely the AdrsBook grid, can be used to drag an item, such as a contact, to the Calendar to create an appointment for this contact. Appointments will appear under the contact, as sub-items.
  • Gantt Chart, typically for project related items
  • Properties pane to view / edit item text and date values
  • HTML pane can be used to associate rich text content to any calendar item
  • Fields can operate on calendar items (through equations and auto-assigns)
  • VB Script can also operate on calendar items
     

2.0 Navigating in the Calendar

Navigating inside your calendar can be done in a number of ways:
  1. Mini-calendar
  2. Date filter toolbar
  3. Cursor keys
  4. Calendar itself

2.1 Using the mini-calendar

  • The mini-calendar is by default to the left of the Calendar but users can drag it to the right side if desired (hold Alt and drag to move)
  • It shows 1 or more months. To show even more months, drag the splitter between it and the Calendar
  • It can be set to auto-hide using the Calendar > Mini-calendar auto-hides command
  • Selecting dates in the mini-calendar will show these in the Calendar
  • To select,  click on:
    • a day
    • a week number
    • a day header
    • a month header
  • Multiple selection are allowed. Ctrl + click enables non-contiguous selections
In above example, Tuesdays and Wednesdays are selected and 2 weeks will be shown at a time.
 

2.2 Using the Date filter toolbar

 
The Date filter is a compact but powerful way to navigate in your calendar:
  • You can set the number of days shown: 1, 2, 3, week days, full week, month or full year
  • Press Today to show the current day, while keeping the current display scope
  • Navigate using the up / down arrows for day, month and year
  • Press the day, month, year buttons for pop-up selection
     

2.3 Using Cursor keys

The effect of the up / down and left / right cursor keys is:
(depends on whether an event is selected or not)
  • Event selected: If an event is selected, cursor keys will move the selection to the previous / next event
  • No event selected: If no events are selected, cursor keys move the displayed dates by:
    • 1 day
    • 1 week
    • 1 month
    • The move depends on the current display scale.
    • Holding the Shift key while moving bumps up the effect, so what would normally move a day will move a week
       

2.4 Using the Calendar itself

See the next section for details.
 

3.0 The main Calendar window

The main Calendar window is where events are shown. In addition it can be used to navigate and set display options
 
The Calendar has 3 display modes. All 3 modes are touch screen friendly.
(right-click on a blank area to choose the display mode)
  1. Normal
    In this mode, days are arranged in a grid with days of the week as columns and weeks as rows.
    This is similar to other calendar's month view, except that one can zoom in and out and show / hide the time scale.


     
  2. Horizontal scroll
    In this mode, days appear as an endless horizontal list. The mouse wheel can be used to scroll in this list.
    Typically, a time scale is shown on the left side and all-day events are shown on top.
    Visually, the area is divided into working and non-working hours and days (settings in Tools > Options).
    This is similar to other calendar's day view, except that events that are outside the view port (earlier or later than visible) are shown on top, with all-day events.



    In this mode, you can click or touch to move the view left / right. The mouse wheel also move the view.
    You can also zoom in/out using the zoom command button or the mouse wheel while holding the Ctrl key down.
    If zoomed, you can click or touch to move the view up / down. You can also move up / down with the mouse wheel and holding the Shift key down.
     
  3. Vertical scroll
    In this mode, days appear as an endless vertical list. The mouse wheel can be used to scroll in this list.
    Time scale can be shown or hidden, depending on the number of days in view.
    This is similar to other calendar's agenda view, except that it is live and scalable, not  "print-only".


     

3.1 The Time Scale

The Calendar can display a time scale, typically, to the left of the Calendar.
  • When displayed, events are shown according to their start and end time. This is similar to other's calendar day view/
  • When hidden, events are shown one below the other. This is similar to other's calendar month view.
     
The time scale toggle between 3 ranges. To switch between ranges, simply click on the time scale. The ranges are:
  1. Day-view start and end times ("Day-view" is defined in Tools > Options > This Database > Calendar, see section 9 below)
  2. Day-view start time, while the end time is set to midnight
  3. Full 24 hour of the day
     
When the time scale is shown, the Calendar is divided into 2 zones:
  • All-day and unscheduled events are shown in the upper zone
  • Scheduled events are shown in the lower zone. 
    Note that scheduled events which fall outside of the time scale range are also shown in the upper zone
 
To show / hide the time scale:
  • Use the Date filter toolbar and select a day view (1,2,3,5,7) to show it or month / year view to hide it
  • Right-click on the Calendar and select Show Time Scale
     

4.0 Creating a Calendar Event

Calendar events can be created in a number of ways:
  1. If the time scale is shown, click and drag while holding the Ctrl key. The Event dialog will open with the correct date and time
  2. Double-click a blank space
  3. Right-click on a blank space and select New Scheduled Event, New Unscheduled Event or New All-day Event
  4. Calendar > New Event
  5. In a grid or in the Properties pane, edit any item date field-value and check "Shown in Calendar"
  6. In any view, Item > Show in Calendar will create an events (1 for each item / date selected). If a single item is selected, the Event dialog will be shown. If the selected cells are dates, these will be used to create the event
  7. If a date field has "in Calendar by default" checked, all dates added will create a calendar event. If the date field is used in a Gantt chart, then creating a Gantt bar will also create an event
  8. Drag-drop an item to the Calendar will create a sub-item event named "Appt for xxx" and show it in the Calendar
     

4.1 The Event Dialog

Events can be modified using a number of ways, on of which is the Event dialog. It gives access to all event properties, including the repeat pattern:
 
 
Events can be of one of three types
  • Scheduled: Has a starting date / time and an ending date / time:

     
  • Unscheduled: Has an event date and a duration. The actual time for the event is not set:

     
  • All-day: Event lasts all day:

     
 
Events repeat pattern can be set to Daily, Weekly, Monthly or Yearly:
 
 
Recurring events will show one of 3 icons in the bottom right corner   :
  1. Master event
  2. Regular recurrence
  3. Exception to the recurrence pattern
 

4.2 Adding Events using the Date Editor

While in a grid or anywhere else using the Properties Pane, it is possible to show an item in the Calendar by editing a date field value and checking "Show in Calendar" in the Date editor.
For example, say you want to show that a given task was done, and you want to see this in your calendar. While on the Done date field, press F2 to enter edit and then F2 again to show the Date editor:
 
 
Use the "Shown in Calendar" checkbox to add / remove the item in the Calendar.
 
All 3 types of events can be created this way:
  • If a time is specified, a scheduled event will be created.
  • If a time is not specified, then the ItemDuration field determines the type of event:
    • If the ItemDuration has a value, an unscheduled event will be created
    • If the itemDuration field is empty, an all-day event will be created
 

4.3 Adding Events using the Show in Calendar Command

Whenever the Item top menu is visible, it is possible to add / remove items in the Calendar :
 
 
The command has 2 modes of operation, depending what is currently selected:
  1. If in a grid and 1 or more date cells are selected, events will be created for each dates. These dates can be from different items (if multiple items are selected) and / or multiple date fields (if more than one column is selected)
    In this example, you'll have 6 events. The 3 tasks will appear 2 times each, once when the task starts and once when it will complete:


    Note that if one or more of these are already in the Calendar, the number of events created may be less. The actual number of events created will be shown in a pop-up message on the Windows Taskbar.
    In the same ways, the Remove from Calendar command will remove events. If an item appears more than once (i.e. 2 or more field-values are set to show in the Calendar), all instances are removed.

    The actual date values are not erased, so the item field-values are not changed

  2.  
  3. In all other cases (i.e. other views, or if a date field is not selected), the events will be created, one for each selected item, using the Calendar default date field (see below about the Calendar default field). If the Calendar default field is other than the Appointment field, a dialog will be shown, letting you choose which field to use.
     

4.4 Adding Events using Drag - Drop

This method is typically used to create appointments for your contacts. To create a appointment item, simply drag-drop a contact to the Calendar, in the time slot for the appointment.
In this example, we'll create a appointment with Sam Simon on November 12th, 8h30:
 
 
After this step, this is what the AdrsBook and Calendar will show:
 
 
Notice how a new sub-item appears under Sam Simon containing the appointment event. The event is shown in the Calendar. The item color was changed to purple. See Event Colors below for details.
 

5.0 Moving and Deleting Calendar Events

5.1 Moving Events

Calendar events can be moved in a number of ways:
  1. In a grid or in the Properties pane, deleting a date field value will delete the associated event if it exists
  2. In a grid or in the Properties pane, in the Date editor, changing the date and/or time
  3. In a Gantt, by moving / resizing a Gantt bar or group of bars
  4. In the Calendar, using drag and drop:
    Select one or move events. To select multiple events, hold the Ctrl key and click on events.
    Click any selected events and move the new date / time
Moving events can change their type:
  • Dragging an all-day or an unscheduled event to the time zone (lower zone) will change it to a scheduled event
  • Dragging a scheduled event to the upper zone will change it to an unscheduled event
    (to change a scheduled event to an all-day event, use the Event dialog)
     

5.2 Deleting Events

Calendar events can be deleted in a number of ways:
  1. In any views, deleting an item will delete the linked calendar event(s)
  2. In a grid or in the Properties pane, deleting a date field value will delete the associated event if it exists
  3. In a grid or in the Properties pane, in the Date editor, uncheck the Shown in Calendar checkbox of the associated date field
  4. In any views, the Item > Remove from Calendar will remove associated event(s). See above for details
  5. In the Calendar, select one or more events use the Calendar > Delete Event (or right-click)
When in the Calendar, deleting an event shows a delete dialog:


 
  • If the event is a repeating event, you are given a few more options:
    • Delete just this event
    • Delete this event and all following
    • Delete all events of the series
       

6.0 Date Fields and the Calendar

We've already seen that using grids and the Properties pane, it is possible to create events for any date field (using the Date editor or the Show in Calendar command).
 
When creating events directly in the Calendar, these will by default use the Appointments field. This can easily be changed using the Calendar > New Event uses... :
 
 
In this case, any events added using the Calendar will use the CallDate field instead of the default Appointments field.
 
The use of specific fields for events is the equivalent of multiple calendars in other applications.
 

7.0 Event Colors

 
InfoQube events have 3 color attributes:
  1. Text Color: Event text color matches the item text color as seen elsewhere in InfoQube
  2. Fill Color: Event fill color matches the item color
  3. Frame Color: Event frame color is set by the field used for the event (see next section)
To set the event text and fill color, use the Item color menu commands:

 
 

8.0 Date Field Properties and the Calendar

 
2 field properties influence the Calendar
  1. Event color
  2. in Calendar by default checkbox
To set the event frame color, open the field properties and set the Event Color:
 

9.0 Calendar Options

Calendar options are set in Tools > Options > This Database > Calendar (section 2.2). Settings are:
  1. Weeks starts on: Choose the first day of the week, used whenever a calendar is shown
  2. Work day start / end: Defines the working hours
  3. Day view start / end: Defines the hours visible in the Calendar, when the time scale is shown
    Remember that clicking on the time scale toggles between 3 scales (see section below)
  4. Day time scale increments
  5. Non-Working Days: Used in the 5-day day view (working days). Non-working days are shown with a grey background )when the time scale is shown)
  6. Mini-calendar maximum # of month Y: 
  7. Swith to Month view when the number of selected days exceeds ...
 
 
Please use this thread: Q & A on the Calendar to discuss the Calendar