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.
Categories are defined on the Display Wizard page shown here.
1. Select the column you want to reference from the Select a Column drop-down. For example, if you wanted to define a category for items with a status of “In Progress,” you would select Status here.
•The columns listed here are the same as those selected on the Columns page; if you did not select a particular column on the Columns page, it will not be available from this drop-down.
2. Select the appropriate expression from the next drop-down. To continue the example above, you could select “equals” from this drop-down.
3. Type the value to look for in the entry area. To complete the example above, you would type In Progress here.
4. You can identify up to three criteria for a single category, with any columns and any values. If you want to identify more than one criteria, select the appropriate operator from the Operator drop-down and then repeat Steps 1 through 3.
5. When you are finished defining your criteria, type the category heading to use in the Label for this category entry area. This is the label that will be shown at the top of the Calendar Display to identify the category.
6. At the prompt for Category color, either click on the … button to select a color from the Color Picker or type the hex value you want to use in the entry area. In either case, a sample of the color is shown to the right.
7. You may define as many categories as you wish. To define another category, click the Add a Category button and then repeat these steps from Step 1.