Add a Scheduler to a Form

By Xelence Documentation posted 05-20-2022 15:45

Introduction

This process creates a customizable event calendar, with the capability to support multiple events on a single date. When the user clicks a calendar event, the application opens the event details.

Prerequisites

The maintenance form must already exist.

	Quick Steps
1	Search for and open the form
2	Select the desired location and add the collection as a Scheduler control
3	Enter the details, then click OK
4	Save the form

Detailed Steps

Step 1. Search for and open the form.

Open the form you want to add the Scheduler control to.

This example uses the Customer Maintenance form.

Step 2. Select the desired location and add the collection as a Scheduler control.

Select the cell you want to add the Scheduler control to. If necessary, add a new container to the form to put the Scheduler control in.

Drag and drop the collapsible control from the toolbox and place it below the Customer Details section.

You can rename the caption and select the column layout for the tab. Click OK.

Xelence adds the collapsible control.

In the Entity section, select the collection you want to use and click the Scheduler icon. Xelence displays a wizard for configuring the control.

Step 3. Enter the details, then click OK.

The important properties are:

Load Type: Method that loads the data in the control. The default method is Query. The other options are Custom Load and XML Method.
Default Query: If True, the control uses the default query. Otherwise, you need to enter a Query ID for a custom query.
Child Entity Name: Name of the child entity associated with the collection.
Load in Collection: If True, you can access the columns of the collection associated with the entity.
Entity Collection: Name of the collection associated with the entity. It is populated automatically.
Event ID: Identifies the event.
Event Name: Display name for the event.
Start Date: Date the event starts. It can only be the current date or any future date.
End Date: Date the event ends.
Event Category: Type of event, if any.
New: If checked, adds a New button above the control. If you add a New button, you need to enter the form it opens.
Open: If checked, adds an Open button above the control. If you add an Open button, you need to enter the form it opens.

The wizard opens up already configured values. Continue to see next screenshot for configurations.

Enter the scheduler details. Also, check the New and Open buttons to configure the maintenance form which opens when an event is scheduled.

Xelence adds the Scheduler control to the form.

Step 4. Save the form.

Then, run the Preview. Xelence displays the form output. You can test your updated settings. When you have previewed your form, it should look something like this:

Open the form and select the desired dates to add the event.

The maintenance form now automatically populates the order date and shipped date. Enter the remaining details on the form. Click the Save button to save these details.