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

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.

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:

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

1. Create a textbox object on screen.

2. On the textbox advanced options make it a hidden field.

2. On the Advanced Screen Properties:

1. Step 2 of 5: Actions

1. Add a new OnScreenLoad action Enter Value into Field on Screen

2. Choose the hidden textbox we created

3. Value from session

4. Shared users- Listed by User Record ID

3. Now inside your Calendar options

1. on: Step 1 of 8: Choose Calendar options

1. Remove the ability to move and resize appointments

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

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

3. Finally on Step 7 of 8: Filter

1. 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:

1. Your clients can see the usernames (potential security concern)

2. 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