CtrlPortals - How to utilize the full potential of the Calendar in your organization#
In this comprehensive guide, we will show you how to harness the full potential of our Calendar. Whether you’re a seasoned user or new to Portals, these steps will help you navigate through our product demo. To follow along, log in as Tina Smith (TinaS)
Setting up a New Opportunity#
Imagine you recently had a promising conversation with Jeff Smith from A&A Consulting, who is keen on purchasing the CtrlPortals Calendar add-on. Now you need to create a new Opportunity for your sales lead.
Observe how this information is presented through Portals.
Adding the new event#
Now, let’s schedule a meeting with Jeff and one of your coworkers to discuss the opportunity. Follow these steps:
Navigate to the Calendar MenuTab in the Opportunity Portal that you have already opened.
Click on the day that suits you and select the Opportunity Event type.
Fill in the meeting details, including the Employee property, where you can add multiple coworkers to participate.
View the event in different Dashboards and Portals#
Exploring your scheduled event from various perspectives can help you optimize your time and resources:
Search for Krystian Bialy and open his Employee Portal.
Access the ‘Calendar’ tab within his portal.
Next, open the ‘My Calendar’ dashboard view on the left.
This side-by-side view facilitates finding suitable time slots for your future meetings.
Opportunity event example#
Here is a demonstration of how you could set up the Event Types in the Admin panel.
Remember that you can edit which metadata is relevant to show in a specific calendar. You can do that by changing the Event title and Event Hover text.
You can add the placeholder text by clicking on the settings icon on the right-hand side.
Conclusion#
We hope that by following this step-by-step guide, you’ve learned how to leverage the Calendar’s potential for enhanced productivity and organization within your organization. Experiment with these techniques, and don’t hesitate to reach out to our support team for further assistance.
Feel free to experiment with different Event types, here is the code for configuring the event types that were showcased in this post. You can copy this JSON and replace your local version.
The complete configuration can always be accessed in its raw JSON form through the configuration menu, by clicking the top level of the hierarchy (the one called CtrlPortals - VAF) and selecting the ‘Advanced’ tab. Your configuration should be equivalent to the following JSON:
{
"Title": "My Calendar",
"Components": [
{
"Type": "Segment",
"Components": [
{
"Type": "Calendar",
"EventTypes": [
{
"Name": "Meeting",
"BackgroundColor": "#5e5cb2",
"TextColor": "#ffffff",
"Hours": "PD.Hours",
"AllDay": "PD.Allday",
"ToDate": "PD.EndTime",
"FromDate": "PD.StartTime",
"Class": "CL.Meeting",
"ObjType": "OT.Event",
"Personal": true,
"PersonalProperty": "{B428C1AD-172D-45C0-A30E-2BFE0799DE27}",
"PersonalType": "EmployeeObject",
"EventHoverText": "%PROPERTY_{PD.MeetingAgenda}%",
"EventTitle": "%PROPERTY_{PD.EventType}% - %PROPERTY_{6F185E79-FC77-4FD3-ACC8-97630E10058B}%"
},
{
"Name": "Internal Meeting",
"BackgroundColor": "#5C85B2",
"TextColor": "#ffffff",
"Hours": "PD.Hours",
"AllDay": "PD.Allday",
"ToDate": "PD.EndTime",
"FromDate": "PD.StartTime",
"Class": "CL.InternalMeeting",
"ObjType": "OT.Event",
"Personal": true,
"PersonalProperty": "{B428C1AD-172D-45C0-A30E-2BFE0799DE27}",
"PersonalType": "EmployeeObject",
"EventHoverText": "%PROPERTY_{PD.MeetingAgenda}%\n",
"EventTitle": "%PROPERTY_{3E2BB7EB-C49E-4C8C-825C-CAE0AEBA9A06}%"
},
{
"Name": "Project Event",
"ObjType": "OT.Event",
"Class": "CL.ProjectEvent",
"FromDate": "PD.StartTime",
"ToDate": "PD.EndTime",
"AllDay": "PD.Allday",
"Hours": "PD.Hours",
"BackgroundColor": "#01796f",
"TextColor": "#ffffff",
"Personal": true,
"PersonalProperty": "{B428C1AD-172D-45C0-A30E-2BFE0799DE27}",
"PersonalType": "EmployeeObject",
"EventHoverText": "%PROPERTY_{D317AF75-ED3B-4EF4-ADB0-ECB706E26F83}%",
"EventTitle": "%PROPERTY_{8EE4E8A6-157F-4A5B-8A8E-D716444BCC5D}%"
},
{
"Name": "Opportunity Event",
"ObjType": "OT.Event",
"Class": "CL.OpportunityEvent",
"FromDate": "PD.StartTime",
"ToDate": "PD.EndTime",
"AllDay": "PD.Allday",
"Hours": "PD.Hours",
"BackgroundColor": "#00a86a",
"TextColor": "#ffffff",
"Personal": true,
"PersonalProperty": "{B428C1AD-172D-45C0-A30E-2BFE0799DE27}",
"EventTitle": "%PROPERTY_{402F87FE-5223-4E44-9E84-11CD3A055094}%",
"EventHoverText": "%PROPERTY_{6F185E79-FC77-4FD3-ACC8-97630E10058B}% / %PROPERTY_{PD.MeetingAgenda}%",
"PersonalType": "EmployeeObject"
},
{
"Name": "Sales Event",
"ObjType": "OT.Event",
"Class": "CL.SalesEvent",
"FromDate": "PD.StartTime",
"ToDate": "PD.EndTime",
"AllDay": "PD.Allday",
"Hours": "PD.Hours",
"BackgroundColor": "#3498db",
"TextColor": "#ffffff",
"Personal": true,
"PersonalProperty": "{B428C1AD-172D-45C0-A30E-2BFE0799DE27}",
"PersonalType": "EmployeeObject",
"EventTitle": "%PROPERTY_{PD.Purpose}%",
"EventHoverText": "%PROPERTY_{D317AF75-ED3B-4EF4-ADB0-ECB706E26F83}%"
},
{
"Name": "Unavailable",
"BackgroundColor": "#ff6961",
"TextColor": "#d1d1d1",
"Hours": "PD.Hours",
"AllDay": "PD.Allday",
"ToDate": "PD.EndTime",
"FromDate": "PD.StartTime",
"Class": "CL.Unavailable",
"ObjType": "OT.Event",
"Personal": true,
"PersonalProperty": "{B428C1AD-172D-45C0-A30E-2BFE0799DE27}",
"PersonalType": "EmployeeObject",
"EventTitle": "%PROPERTY_{CEBF9AC9-C60C-4240-9F50-723DBF3A5CA7}%",
"EventHoverText": "%PROPERTY_{PD.StartTime}% - %PROPERTY_{PD.EndTime}%",
"NoCollision": true
},
{
"Name": "Working Hours",
"BackgroundColor": "#ff61a8",
"TextColor": "#ffffff",
"Hours": "PD.Hours",
"AllDay": "PD.Allday",
"ToDate": "PD.EndTime",
"FromDate": "PD.StartTime",
"Class": "CL.WorkingHours",
"ObjType": "OT.Event",
"Personal": true,
"PersonalProperty": "{B428C1AD-172D-45C0-A30E-2BFE0799DE27}",
"PersonalType": "EmployeeObject",
"EventTitle": "%PROPERTY_{CEBF9AC9-C60C-4240-9F50-723DBF3A5CA7}% ",
"EventHoverText": "%PROPERTY_{PD.EventStart}% %PROPERTY_{PD.EventEnd}%",
"NoCollision": false,
"IsBackgroundEvent": true
},
{
"Name": "Work Block",
"BackgroundColor": "#FFBC6A",
"TextColor": "#ffffff",
"Hours": "PD.Hours",
"AllDay": "PD.Allday",
"ToDate": "PD.EndTime",
"FromDate": "PD.StartTime",
"Class": "CL.WorkBlock",
"ObjType": "OT.Event",
"Personal": true,
"PersonalProperty": "{B428C1AD-172D-45C0-A30E-2BFE0799DE27}",
"PersonalType": "EmployeeObject",
"EventTitle": "%PROPERTY_{3E2BB7EB-C49E-4C8C-825C-CAE0AEBA9A06}%",
"EventHoverText": "%PROPERTY_{D317AF75-ED3B-4EF4-ADB0-ECB706E26F83}%",
"NoCollision": false
},
{
"Name": "Work from Home",
"BackgroundColor": "#6affbc",
"TextColor": "#c9c9c9",
"Hours": "PD.Hours",
"AllDay": "PD.Allday",
"ToDate": "PD.EndTime",
"FromDate": "PD.StartTime",
"ObjType": "OT.Event",
"Personal": true,
"PersonalProperty": "{B428C1AD-172D-45C0-A30E-2BFE0799DE27}",
"PersonalType": "EmployeeObject",
"EventTitle": "%PROPERTY_{3E2BB7EB-C49E-4C8C-825C-CAE0AEBA9A06}%",
"EventHoverText": "%PROPERTY_{D317AF75-ED3B-4EF4-ADB0-ECB706E26F83}%",
"NoCollision": false,
"Class": "CL.WorkFromHome"
}
],
"Height": 1000
}
]
}
]
}