What does the Calendar View widget do?
The Calendar View widget displays key dates and appointments as a calendar on a work type portal.
Use it in two primary contexts:
- User workbench — shows the key dates most relevant to the logged-in user.
- Matter or proceeding portal — shows the key dates for a specific work item.
What the widget displays
The widget supports four display modes.
| Mode | Description |
|---|---|
| Month | Displays events across a full calendar month. |
| Week | Displays events across a seven-day week. This is the default. |
| Day | Displays events for a single day. |
| List | Displays events as a scrollable list. Each event has a hamburger menu with available actions. |
Example Views
Calendar
List
Event cards
In calendar modes, each event appears as a card. Cards show:
- A colour indicator: green for on track, amber for due soon, red for overdue.
- The event title.
All events occupy a 30-minute slot by default.
Hover summary
Hovering over an event displays a summary. It shows:
- Key date title
- Key date
- Parent reference
- Parent title
Selecting an event
Selecting an event opens the key dates blade, which displays full details and navigation options.
Drag and drop rescheduling
Users can drag events on the calendar to reschedule them.
- Tasks: Dragging a task to a new date updates its due date. The system prevents dragging before today's date. If validation logic blocks the save, a message displays to the user.
- Reminders: Dragging a reminder to a new date updates its reminder date. The system prevents dragging before today's date and after the associated task's due date.
Context
The data the widget shows depends on where it is placed.
| Portal context | Data shown |
|---|---|
| Proceeding landing page | Events belonging to children of the current work item. |
| MySite portal | Events where the logged-in user is the primary owner. |
| B2B portal | Events where the logged-in user holds the Reader role. |
Configuration settings
| Setting | Description |
|---|---|
| Display | |
| With Chrome | Displays the widget as a self-contained tile with a title bar and controls. If switched on, Title is required. |
| Title | The title displayed on the widget when With Chrome is on. |
| Icon | The Font Awesome icon displayed next to the title. |
| Initial view | Sets the display mode when the widget first loads. Options: Calendar or List. |
| Initial calendar period | Sets the default calendar granularity. Options: Month, Week, or Day. Default is Week. |
| List view scope |
The list view used to populate the widget. Default: core-sharedo-calendar. Ensure that 'Load appointment data' is configured in the list view configuration (under Additional Columns), otherwise you will not see any dates. |
|
Data Filters The widget can present filters to end users, letting them narrow what the calendar shows. Each filter can be shown or hidden independently, and its label can be customised. These settings control which work items and key dates the widget includes. If not specified, uses the current work type. | |
| Filter ancestor work type instance | Lets users filter events by a specific parent work item, for example a named matter, using a quick search. |
| Filter ancestor work type | Lets users filter events by the type of the parent work item, for example by matter type. |
| Filter work type | Restricts the calendar to events belonging to work items of the specified type. |
| Filter owner | Filter events by the owner, typically a case handler. Populate the roles setting to control which role assignments are used. |