Introducing the Calendar View in Origami

Time management is crucial for any organization. With that in mind, Origami.ms now offers a Calendar View, providing a dynamic and structured way to visualize and manage events, schedules, and resource allocation. This feature is designed to support various use cases, including appointment scheduling, workforce planning, shift management, lessons, and event coordination.

In the system, tasks can be assigned to users via a dedicated user field. When a task is created and assigned, the respective user will receive notifications and email alerts, ensuring they are informed about their responsibilities.

What is the Calendar View?

The Calendar View is one of six display options available in Origami.ms. Unlike other views, enabling the Calendar View automatically adds a dedicated, non-editable field group for event settings. This ensures that only records with relevant scheduling data appear in the calendar, keeping it clean and focused. Once the Calendar View is disabled, this field group disappears from the records.

In the system, tasks can be assigned to users via a dedicated user field. When a task is created and assigned, the respective user will receive notifications and email alerts, ensuring they are informed about their responsibilities.

A Virtual Reflection of Your Records

Since the Calendar View is essentially a virtual representation of your records, we aim to keep its implementation simple. While powerful, it is important to recognize its technical constraints. Therefore, this article will cover the key aspects of the feature without delving too deeply into its underlying mechanics.

Fully Customizable Entity Structure

Because the Calendar View is linked to an entity in Origami.ms, it can be fully customized to store and display any scheduling-related information. This means you can create:

• Forms and Documents for event registration
• Web Forms for external scheduling
• Workflows to automate event management
• Reports and Widgets for real-time insights

What makes the Calendar View unique is its built-in scheduling logic. It displays records based on the event configuration fields (automatically added when enabling this view), which include:

• Start and end time
• All-day event toggle
• Recurring event options
• Event color settings (for quick identification)

Each event is stored as a record within the designated entity, ensuring seamless data management and traceability.

Advanced Scheduling Features

The Calendar View is more than just a visual enhancement—it offers a rich set of scheduling functionalities:

• Default time settings: Configure default event duration and time slots.
• Granular time segmentation: Define the smallest time unit visible in the calendar.
• Two-way calendar sync: Users can synchronize Origami.ms events with their personal calendar, ensuring a unified schedule.
• Email invitations: Events can trigger automatic email invitations, sent using the event creator’s account (after synchronization with the user’s email provider).
• Conditional styling: Events can be color-coded dynamically based on custom styling rules.

Resource filtering: The calendar supports filtering based on up to two resources (e.g., personnel, meeting rooms), with each resource category supporting additional sub-filters for better organization.

Multi-Entity Calendar Synchronization

A unique advantage of this feature is its ability to aggregate events from multiple entities into a single calendar view. This allows organizations to:

• View related records across different departments
• Consolidate meetings, shifts, and reservations in one place
• Filter by resource types (e.g., show only a specific manager’s meetings)

For example, a medical clinic can use the Calendar View to display both appointments and resource allocations (such as doctors and treatment rooms). Similarly, an education center can combine lesson schedules and consultation meetings in a single calendar.

Personalized Display Options

Each user has full control over how they interact with the Calendar View:

• Customizable resolution: Choose between daily, weekly, monthly, or list views.
• Easy switching between views: If multiple views exist for an entity, users can toggle between them effortlessly.
• Dynamic filtering: Any field in the entity can be used as a filter, offering maximum flexibility.

Enhanced Email Integration

• Users now have greater control over email invitations:
  • Edit email content: Customize invitation text before sending.Select sender identity: Choose to send invitations on behalf of the event creator.Synchronize with external calendars: Users can sync their events with any calendar linked to their connected account, rather than just their primary calendar.
  Sync events to other users’ calendars: Administrators can configure events to be synchronized across multiple accounts.

Intuitive Drag-and-Drop Interface

The Calendar View is designed to be highly interactive:

• • Drag to reschedule events
  • Click to create new events instantly
  • Resize events to adjust duration
  • Move events between days or resources

Intuitive Drag-and-Drop Interface

The Calendar View is designed to be highly interactive:

• • Drag to reschedule events
  • Click to create new events instantly
  • Resize events to adjust duration
  • Move events between days or resources