Step 1: Pick Columns Page - Define a Model List or Library

Pick Columns

The Pick Columns section is used to identify the information shown for each item included on the calendar, as well as what is displayed when the user hovers over an item.

1.  Within the Quick Configure -> Pick Columns page, select the columns to be used within the Calendar.  The columns displayed are those identified from within the Model List and Schema section.

      Start Field: The column to reference to determine the first date on which each item is to be displayed. The columns in this drop-down are limited to Date and Time type columns.

      End Field: The column to reference to determine the last date on which each item is to be displayed. The columns in this drop-down are limited to Date and Time type columns.

      Display Field: The column that contains the text that will be displayed on the calendar for the item. The columns in this drop-down are limited to text columns; decimals, date values, and other column types cannot be selected here.

      Description Field: The column that contains the text that will be displayed when describing the event.

2.  Expand the Tooltip Settings section by click on its Quick Edit icon (Title: Quick Edit Icon - Description: Quick Edit Icon).  This section controls how information for a Calendar item is displayed when the mouse pointer hovers over the item.

3.  Once expanded, the following options are available:

      Show text on item hover: Enabled by default.  If disabled, no pop-up display is shown upon mouse pointer hover.

      Format: Advanced is enabled by default.  This section allows for the setting of the type of tooltip to display, plus what columns to include.
 
The Basic and Classic options are similar. With both, drag and drop the columns from Available section to the Selected section.   The information in the columns will be displayed in the order presented, with style dependent upon the format selected.
 
The Advanced option offers the best flexibility as it supports basic HTML formatting.  The Header and Body fields can have columns added by using their Insert Field menus.  Additional text and script can be added into the fields.  For example, the following would display the creation date and the person who created the selected item, with a series of hyphens between:
      %Created%
      -------------
      %Created By%

4.  To collapse the Tooltip Settings section, click on its Check icon (Title: Check Icon - Description: Check Icon)

Choosing The Model List And Schema

Located under the Pick Columns section, the Model List and Schema section is used to select a model list that will be used to identify the columns to be referenced by the view.

1.     Use the Model List and Schema section to identify the location of the model list to reference and select the desired list from the drop-down.

      To expand the Model List section, click on its Quick Edit icon (Title: Quick Edit Icon - Description: Quick Edit Icon).

      To collapse the Model List section, click on its Check icon (Title: Check Icon - Description: Check Icon).

2.     The Choose site defaults to the current site.  To choose another location, click on its drop-down menu and choose another site option.

The Choose Site option is used to identify the site of the list that you want to include in the Data Display. The site selection choices are:

      Current Site – Pull the data from the current site.

      Current Site Collection – Pull the data from the current site collection.

      Global Variables – Pull data from the URL defined in the selected Global Variable.

      CW Variables – Pull data from the URL defined in the selected CorasWorks Variable.  The variables are:

[CurrentPageFolder]

[CWSiteURL]

[ISiteURL]

[ReferringPage]

[SiteURL]

[WebRoot]

      Web Application – Pull data from sites and subsites within the current web application.

      Farm – Pull data from sites within other web applications within the current SharePoint farm.

3.     Once the site is located (or when using the default site location) the Choose list or library field will be populated with the lists/libraries available for selection for the action.

      By default, only user created or site standard lists and libraries are included in the drop-down.  To select a SharePoint system list such as Master Page Gallery or Style Library, enable the Show SharePoint system lists option.

      By default, the columns displayed are those that are not hidden by SharePoint.  To see those additional columns, enable the Show hidden SharePoint columns option.

4.     Within the Choose list or library field, choose a list or library type for the view.  Changes here will impact the Pick Columns sections located higher in the page.

5.  To select the columns for display, drag them from the Available Columns section into the Selected Columns section.  The columns will be displayed in the form, from top to bottom, in the same order as they are displayed in the Selected Columns section, also from top to bottom.

6.  To remove a column from the Selected Columns section, either click on its “x” or drag it from back into the Available Columns section.

7.     To edit the column’s settings, click on its Quick Edit icon (Title: Quick Edit Icon - Description: Quick Edit Icon).

8.     When done with the Model List and Schema section, click on its Check icon (Title: check Icon - Description: check Icon) to collapse the section.

9.  Once all necessary changes have been made, click on the Apply icon (Title: Apply Icon - Description: Apply Icon) to save the settings.