Method:Classic General Q&A

Re: Calendars

Method_Morty — Mon, 19 Jan 2015 19:38:41 GMT

Hi William,

Got some further information for you.

You are able to make your calendar object read only for your clients. For that that you must:

Using the OnScreenLoad screen event to populate a hidden Textbox object with Shared users- listed by Record ID -- to do this you must:

Create a textbox object on screen.
On the textbox advanced options make it a hidden field.

On the Advanced Screen Properties:

Step 2 of 5: Actions

Add a new OnScreenLoad action Enter Value into Field on Screen
Choose the hidden textbox we created
Value from session
Shared users- Listed by User Record ID

Now inside your Calendar options

on: Step 1 of 8: Choose Calendar options

Remove the ability to move and resize appointments

on Step 6 of 8: Actions remove the events that are there by clicking the 3 dots next to the event

Add a new event called Refresh and check No Appointment and All Menu Types

Finally on Step 7 of 8: Filter

Filter the calendar to show Resources from the hidden Textbox, and to only show records for the Contact signed into the portal (see: image)

Just a disclaimer to take note before: This tweaking causes two issues:

Your clients can see the usernames (potential security concern)
If there's more than 3-4 Method users for the account, everything will be very cramped on screen and there's no way for the client to change the view

Re: Calendars

Method_Morty — Fri, 16 Jan 2015 21:33:15 GMT

Hey William,

I believe this is possible. However I need more time to look into it, I will respond back when I have the answer.

Calendars

William — Fri, 16 Jan 2015 17:32:31 GMT

Is there a way to create a read only calendar for clients to view in the portal ?