Using the calendar view in Effivityv

Posted By Effivity Team

on Jun 19, 2026

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Using the Calendar View in Effivity

Accessing Calendar View, Status Indicators, and Filtering by Department or User

Applies to: End users and administrators

ABSTRACT

This guide explains how administrators configure a Calendar view in Sandbox, test and publish it, and how users access it in the main account. It covers the Event field, date mapping, display layouts and saved filters. The example uses Non Conformance and an Engineering department filter; other processes depend on their available fields and configuration.

Note: Menu options, view configuration settings, and available fields may vary based on the user role, module configuration, and access permissions assigned by the administrator.

Prerequisites

• Sign in to your organization’s Effivity account.

• You must have access to the module where the Calendar view needs to be created.

• To configure the view, you need Administration > Process access and permission to use Sandbox and the process’s Index Views. End users need access to the process and its published view.

• The selected module must contain a suitable date field that can be used as the Start Date and End Date for the scheduler.

• The selected module must contain a suitable field to use as the Event, such as Status, Title, Type, Document Name, or any other field that helps users identify the record on the calendar.

SECTION 1: CREATING AND ACCESSING CALENDAR VIEW

Administrators create Calendar views in the process’s Sandbox Index Views. Save and test the view, publish the process, and verify the result in the main account before users rely on it.

Step 1: Open the Required Module

From the left navigation panel, open the module or screen where the Calendar view needs to be created.
Use the search menu if required to quickly locate the screen.

Figure 1: Example module selected from the left navigation panel – Non Conformance

Step 2: Open Index Views in Sandbox

In the main account, open Admin > Process and choose Switch to Sandbox. Confirm the SANDBOX banner.
Find the required process, open its row action menu and choose Edit to open its artifacts.
Expand Process Configuration and select Index Views. This example uses Non Conformance.

Figure 2: Non Conformance Index Views under Sandbox Process Configuration

Note: If Process, Sandbox or Index Views is unavailable, ask your administrator to confirm the required access.

Step 3: Add a Calendar View

The process’s Index Views screen displays its existing configured views. Use the expand control for a clearer configuration area when needed.

Click Add More to add a new view row.
In the new row, enter a View Name (for example, Calendar).

Figure 3: Index Views screen with Add More Button highlighted

3. Under Access Control, select the appropriate group for the view.

Global makes the view generally available within the process’s existing access controls; it does not grant access to records a user is not authorized to see.
Choose a specific available group when the view is intended for that group.

4. Select Scheduler in View Type.

5. Map Serial Number, Event, Start Date and End Date to suitable process fields. Here, Serial Number is S No, Event is Non Conformance Status, and both date fields use NC Date.

Figure 4: Calendar Scheduler view with its serial number, event and date mappings

IMPORTANT: The Calendar view will display data based on the fields selected during this configuration.

Step 4: Select the Event Field

The Event field controls what text appears inside each calendar entry. For example, if Non Conformance Status is selected as the Event, each calendar entry shows the current status of the related record. If a different field is selected, the calendar displays that selected field value instead.

Click the Event dropdown.
Review the available fields for the selected module.
Select the field that should identify the record on the calendar.

Figure 5: Event dropdown showing available Non Conformance fields

Tip: Choose an Event field that helps users understand the record quickly, such as Status, Document Name, Customer Name, Audit Title, Training Name, or another meaningful field based on the module.

Step 5: Select Fields to show in Calendar view

Select the fields used in the Scheduler mappings in Forms/Fields. Expand the relevant form group and check each required field. The example also includes NC Details and Department for context and filtering.

Expand the relevant form section.
Select the checkbox for each field used in the Calendar view configuration.
Review the selected fields before saving the view.

Figure 6: Selected fields, shown in two genuine captures of the same Forms/Fields grid

Important: If a selected scheduler field is not included in Forms/Fields, the calendar may not display records as expected.

Step 6: Save the Calendar View

After completing the Calendar view configuration, scroll to the bottom to Save button.
Click Save, then reopen Index Views and confirm that the Calendar row, mappings and selected fields persisted.
Choose Start Testing and open the Calendar view in Sandbox. Verify actual records and date positions. Then choose Publish, review the loaded Process Publish Wizard without changing unrelated access selections, select Publish Now and confirm Yes. Use Back to Main Account, reopen the process and verify the published Calendar view.

Note: Saving the view does not make it available in the main account. Verify the published result there. In this example, Sandbox displayed one NC and the main account displayed its own matching records after publication.

Step 7: Open the Calendar View from the Module Screen

Open the same module from the left navigation panel.
Click the current view dropdown, such as Default.
Hover over or open the Views option to see the available views.
Click Calendar to open the Calendar view that was created earlier.

Figure 7: Expanded Views submenu showing the published Calendar option

SECTION 2: STATUS INDICATORS AND CALENDAR DISPLAY OPTIONS

The Calendar View displays records based on the configured date fields. The text shown on each calendar entry is determined by the Event field selected during Calendar View configuration.

Step 8: Review Calendar Display Options

Click Today to return to the current date in the calendar view.
Use Day, Week, Work Week, Month, or Agenda to change the calendar layout.
Use the previous and next arrows to move between dates, weeks, or months depending on the selected view.
Review the calendar entries. Each entry represents a record from the selected module.

Figure 8: Published Calendar in Month layout showing four Engineering NC entries

Step 9: Understand Status Indicators

Status indicators are the calendar entries that represent the status or key details of each record, based on the selected Event field configuration.

With Non Conformance Status selected as Event, the illustrated entries display NC Created. Another configured field would show its stored value instead. The entry text identifies the record’s field value; the blue event color is not the workflow diagram’s Completed or In-Progress legend.

Note: The text displayed in the calendar depends on the value stored in each record field. Different modules may show different values based on their respective workflows and form configurations.

SECTION 3: FILTERING CALENDAR DATA

Filters allow users to control which records are displayed in the Calendar View. By applying filters, users can narrow down the data to focus on specific records.

Calendar data can be filtered by department, user, responsibility, status, or other available fields, depending on the configuration of the selected module.

Step 10: Add Filters in Filter Groups

Return to Admin > Process, switch to Sandbox, open the same process and choose Process Configuration > Index Views.
Click the chevron beside the Calendar row to expand its settings.
Scroll to Filter Groups. System Filter Groups is a separate configuration section; the example below uses Filter Groups.
Click Add More to create a filter group, then the Add More inside that group to add a condition row.
Select Column. In this example, choose Department (Non Conformance). Other available fields depend on the process.
Choose Filter Type, such as Equals.
Choose Value. The example selects Engineering.
Click Save, reopen the configuration to confirm persistence, and repeat Start Testing and publication. Return to the main account and verify the filtered results.

Figure 9: Chevron beside the Calendar row for expanding its configuration

Figure 10: Saved Filter Groups condition with Department Equals Engineering

Important: Saved view filters apply together with existing record access controls. The published example shows four Engineering NCs on October 7–8 and excludes the two NCs assigned to other departments. Confirm the result using known matching and nonmatching records.

SUMMARY

The Calendar View in Effivity allows users to display module records in a date-based layout for better tracking and visibility.

Administrators create a Calendar view in Sandbox through the process’s Process Configuration > Index Views. Select Scheduler, map Serial Number, Event, Start Date and End Date, and select the corresponding Forms/Fields. Save, reopen, test, publish and verify the result in the main account.

Users open the published Calendar from the process’s Views submenu. Today returns to the current date; Day, Week, Work Week, Month and Agenda change the layout.

Configure saved conditions in Filter Groups when a view should display records from a department or other supported criterion. Test and publish filter changes, then verify the results in the main account. View availability and record visibility remain subject to the user’s assigned access.

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