Reference Guide

Calendar

The Calendar component allows you to automatically insert an appointment into the end-user’s default Calendar application. To add a Calendar component to your workflow, drag it from the Device tool bar onto your Canvas and link it up.

The Calendar component adds an appointment to the end-user’s default calendar app

Most of the fields for the Calendar component are in the Properties panel, but the Notes field – a description of the event – can be edited on the Canvas itself. Double-click the Calendar component or click the Edit Appointment Content button in the Properties panel to edit it.

You can add plain-text notes to your appointment

Inserting Data

You can insert dynamic data into the appointment Notes. What do we mean by dynamic data? Dynamic data is content that changes based on something your end-user does, or data stored in your Nutshell database.

Easily insert data from form-fields and variables into your appointment notes

For example; imagine that your appointment is a meeting, and the agenda will change depending on who the recipient is – in this instance, you can dynamically insert the agenda at run-time from a database record.

Calendar Properties

When a Calendar component is selected on the Canvas, the following settings are available in the Properties panel: