How can I filter the calendar?
Filters operate like a find request, letting you see just a subset of the events in the calendar: that may be "your events", or events for a particular department, or those for a single customer. You can use the filters that come with the calendar, repurpose those, or create your own following the instructions below.
Filters are available on the Filters tab in the left hand status area. SeedCode Calendar ships with four filters in place already: title, project, status, and resource. To see how this works, select an item in the status filter and you'll see the calendar change to show just the items of that status. Note that you can select more than one status in the filter.
Now click "Omit" beside the filter and you'll see everything except events of the status you've selected.
The title filter works the same way: type in "Call" and you'll see all the events where a work in the Summary begins with "Call". These filters work very much like the "constrain found set" find request you're already familiar with in FileMaker except that these filters are case sensitive, so "Some" will find the event "Someone is coming over" but not "Get me some help."
Filtering on different fields & different sources
You can point the existing filters at any fields in your events table that you'd like. Mapping filters to fields is done in the "Load Calendar Settings - On Startup..." script you edited as part of your integration.
If you're using multiple sources you can map the same filter to a different field in each of your source tables. For example, our "title" filter may be mapped to the Summary field in your events table (that is, it searched for an event summary containing the text entered in the title filter) and mapped to the Procedure field in your surgeries table.
To do this (to map a filter to more than one field) separate the mapped fields with carriage returns like we've done in our sample integration for filters 1 and 2. (Note that you can only map a filter to one field from each table.)
Can I add new filters?
Sure. Let's say you wanted to add a filter called "Staff" so you could see just the events for one or more staff members (for just you, or for the members of your team). Here's how you'd do it...
Can I pre-filter the calendar so it starts up already filtered?
Yes, and this can be a great way to speed up the calendar if you have tons of events, but many are already "complete" or irrelevant.
Toward the end of the configuration script "Load Calendar Settings - On Startup --- Edit Configuration Here ---" you'll see a comment called "Pre-Filter the calendar if necessary". The next lines set the four default filters that come with our calendar. The lines are currently disabled: enable any pair of them if you have FileMaker Advanced, or recreate the pair of lines you need if you don't.
The first line (the Set Field) in each pair sets the value to be filtered ("Something" in our example), and the second line (the Set Variable) passes that filter into the calendar engine. Both lines in the pair need to be enabled, but you only need to edit the value in the first line of the pair ("Something" in our example).