How to use the Timeline | Calendar view

Overview

The Timeline|Calendar feature offers a quick, convenient way to view and update date-related information in your TrackVia application. From activities to tasks, projects and beyond, Timeline and Calendar views help visualize and manage your data.

In this article, we’ll move step-by-step through the process of configuring and modifying Timeline|Calendar views. Before we get started, ensure that you have the following steps completed:

Locate a table in your application containing records that you would like to visualize in a Timeline|Calendar. 
Ensure that the table contains at least two Date, or Date/Time, fields. These should correspond to the “Start” and “End” dates of your activity, task, project, etc.

Scheduling and Priorities handled in a Timeline|Calendar view.

Navigation

To create a Timeline|Calendar view, create a new view or navigate to the “Toggle View Options” of any custom view in your application.

Note: You will not be able to turn the Default View on any table into a Timeline|Calendar view

Configuring Timeline|Calendar Views

Step 1: The Basics

1.) Configure the Start & End dates of your calendar records in the Timeline|Calendar modal. In this example, the “Projects” table contains an “Estimated Start” as well as an “Estimated End” date field:

2.) Configure how you would like the Timeline|Calendar to load. You can set the default to display events starting with the current date/time, or load beginning at the earliest Start Date loaded on your table:

3.) Next, you see which filters were applied to your original grid view, quickly change the filter to another pre-existing filter, or navigate to create a New Filter if you would like to see a new subset of the information included in your original grid view.

We'll leave this option blank in this example in order to see all of the records on our table.

Step 2: Choose View Types

Now that you’ve selected exactly what data should be contained in your view, you can customize the Timeline|Calendar view itself.

1.) There are currently (3) View Types available for Timeline|Calendar views: Timeline, Calendar, and Grid. Each of these to a distinct representation of your data. Here, all three options are selected and the Default View Type is set to Calendar:

2.) Select up to three fields to display on your Timeline|Calendar records for easy visibility to record attributes without needing to click into individual records:

Note: When you were selecting the View Types to toggle through on your Timeline|Calendar view you may have been unable to select the Timeline checkbox. Hovering over the checkbox displays this message:

In order to utilize the Timeline View Type, TrackVia needs to know how to group your records in order to deliver the best possible display experience. To accommodate this, your table is required to have at least one Parent table related to it.

Note: Unfamiliar with configuring Parent-Child relationships in TrackVia? Explore more here.

If your table is the Child in at least one relationship, you’ll be able to select the Timeline View Type and proceed to Step 3. If you only need to view your records in a Calendar & Grid view, you can simply click “Save Settings” and skip to the Features section below.

Step 3: Timeline Configuration

With the Timeline View Type selected, you’ll have access to Step 3, where you can configure your Timeline view.

1.) Select the timeframe you’d like to apply to your Timeline view.

Note: All of the settings we’re configuring can be changed after the view is Saved.

2.) Select the desired relationship to group by. Timelines are grouped by relationships included in the view. In this example, the user has grouped their records by the related Parent Location:

3.) Set the Preferred Parent view for this grouping. This is particularly useful for identifying records on your current table that are not associated with a Parent Record in the given relationship.

For example, let’s say that you have Projects that you accidentally forgot to link to a Location. When you select the Locations - Default View you will be able to quickly see these Projects, grouped by the fact that they have no related Parent record (remember: in this example, you are grouping by the Project’s related Location). Then you’ll be able to quickly drag and drop the Projects on your Timeline to dynamically associate them with the proper Location.

4.) Click “Save Settings” to see your new view.

Timeline|Calendar Features

Every Timeline|Calendar view has a few new features included in the view header, which allow you to:

Toggle between the view types you specified when configuring the view (Timeline, Calendar, Grid).

Toggle between Month, Week, and Day displays when on the Calendar view.

Page between Months, Weeks, or Days, and quickly return to Today on your Calendar view.

Navigate between Daily, Weekly, Monthly, Quarterly, and Yearly displays on your Timeline view.



Note: Searching and Filtering also work on your Timeline|Calendars as on all other views.

Within Timeline|Calendar views themselves, you can easily drill into your data, adjust the Start & End dates associated with your records, or move an entire event. This will automatically change the related date fields on the record you are modifying.


As mentioned above, you can easily use the Timeline View to change the Parent record your current data is associated with. For example, here we can see that there is an activity, “Timeline|Calendar Training”, which is not associated with any location. You can easily drag the calendar card into a different row or timeslot to update the record:

FAQs

Q: How do I see exactly when an event Starts or Ends during my day?

A: Use Date/Time fields instead of basic Date fields as the Start & End Dates when configuring your Timeline|Calendar in order to see exactly when events are scheduled to Start or End.

Q: What happens if the End Date on one of my records is accidentally set to occur before the Start Date?

A: When viewing a record with an End Date occurring prior to the Start Date, where the Start and End Dates are simple Date fields, it will appear as a 1-day long event occurring on the specified Start Date of the record.

Follow up: When viewing a record with an End Date occurring prior to a Start Date, where the Start and End Dates are Date/Time fields, it will appear as a 1-hour long event occurring on the specified Start Date of the record.

Q: Is there any restriction to the type of fields I can put on my Timeline|Calendar record labels?

A: No. Location fields will display the Location’s Latitude & Longitude coordinates. Image and Document fields will display the name of the attached image or document if one is present on the record.

Q: What happens if one of the Date fields I’m using on my view is accidentally deleted?

A: In this case, you’ll be prompted with an error message when attempting to load the view indicating that you need to reach out to one of your app admins.

Q: Can I put Timeline|Calendar views on my Dashboards?

A: Yes, like any other view, Timeline|Calendars make great additions to your Dashboards.

Note: This feature is currently not available on iOS.




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