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Add and Assign Calendar Events

In order to fix some meeting, conference or another arrangement in your OroCommerce account, create a “Calendar Event” record (“calendar event” or “event”).

Create an Event

There are several ways to create an event:

  • Add an event for a related entity record and define the users-participants.
  • Assign an event directly to the user and add other users-participants.
  • Create an event from the Events grid and add other users-participants.

Assign an Event to a User

  1. Go to the View page of the user record, for which the event is assigned.

  2. Click Assign Event in the actions tab of the user.

  3. The “Assign Event to {user name}” form will appear.

    The form has the same fields as the “Add Event” form. The “Guest” field in this case relates to attendees other than the user and may be left empty.

For example, we also need Ellen Rowell to visit a sales conference on April 8th.

  1. Click the Save button and the event will be saved.

Create an Event from the Events Grid

  1. Go to Activities → Calendar Events or click the :guilable`Events` button above your calendar.
  2. Click the Create Calendar Event button.
  3. The “Create Calendar Event” form will appear.

The form has the same fields as the “Add Event” form. The “Guest” field relates to attendees other than the user and may be left empty.

View and Manage Events

  • All the events added for a record are displayed and can be reached from the Record Activities section on the View page:
  • To see the details, click on the event title or the + to the left from it.
  • All your calendar events assigned to you are displayed and can be reached from the Events grid.
  • In order to see the events assigned to another user on the Events grid:
    • Go to “My Calendar”.
  • Choose the user in the drop-down on the left.
  • From any of the grids above, you can manage the events using the action icons:
    • Delete the task:
    • Edit the event:
    • View the event details:
  • You can also manage your events from the calendar:
    • Click on the task in the calendar to get to its information tab.
    • Use the buttons at the bottom to manage the task.
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