) to save the settings.With categories, the builder can define the criteria that an item must meet in order to be in a category. The builder identifies the columns to reference and the value(s) to look for in each of those columns, similar to the process used to define a filter. Any items that meet the criteria will be shown in the calendar with a colored box to the left of the item.
NOTE: Categories can be used as a means of filtering data, since items that are not included in the categories can be hidden. However, for best performance, it is recommended to use the Filter Builder to ensure the items not being displayed are also filtered out of the original data collection. That is, the Categories will eliminate items when the Only show items that match the category criteria option is enabled BUT all items will be returned to the component, thereby wasting performance for items that will never be displayed. Prefiltering via the Filter Builder will save time by ensuring only the displayed items will be returned to the component.
1. At the top of the Refine Data -> Categories page, there is a field entitled Only show items that match the category criteria. This option is unchecked by default.
2. If there are no groups in the Refine Data -> Categories page, click on the New category button.
3. Within the New Category section is a filter that is similar in operation as the Filter Builder.
a. Select columns: Choose the column from the list/library to be filtered.
b. Select operator: Choose the operator for the filter.
c.
Enter Value: Enter the value the grouping is going to be looking
for. For example, the Grouping could be looking for all items where the
Status column is Equal to Completed.
You can simply type in the
value you want to find, or you can use the [ME] function to group on the
currently logged in user.
If the group is being built based on a
date column, any of the functions listed in the table provided in the Filtering section of this help can
also be used.
4. If the filter is complex, complete the filter information for the next two rows.
5. At the bottom of the grouping is a section for formatting the group.
a. Heading: Enter the text that should appear in the heading for that static grouping. If the Display "Static Group" in group heading option is enabled in the General Settings, it will automatically be applied when the group header is displayed.
b. Formatting: Choose if the heading should be Bold, Italicized, or Underlined.
6. To add another category, click on the New category button.
7. Once
all necessary changes have been made, click on the Apply icon () to save the settings.
STEP 8