Event Browse - WebTMA 5

Path: Transactions > Events > Event Browse

The Event Browse is similar to other Browse windows on the WebTMA menu, such as WO Browse. A query window with options helps you search for specific events. However, Event Browse combines the usual list view with calendar view options. Weekly and Monthly results can be displayed in either list or calendar format.

Search your Events by a name, selected dates, type of event, and other criteria.

Once you set the criteria, click the List Events button to close the Event Query window and display the events that match your criteria.

In list format, use the buttons at the bottom of the list window to Remove Selected line items from the list (not from the database), Zoom to Highlighted line item for complete information, or Export the list to an Excel spreadsheet.

Like other Browse lists, use the Sort button to arrange long lists for easier viewing or click the New Browse Selection link at the top of the grid to make new criteria selections and generate a different list.

For the calendar view, the Lookups > Event Types window includes an option to assign a color to event type codes. The different types of events display in bars of color that correspond to the assigned Event Type color.

Details are visible when you double-click on a calendar bar. A popup window summarizes information about the Event. Depending on your organization's policies, the WebTMA System Administrator has the option to restrict the information and prevent Requestors from seeing all details visible from the calendar view.  Calendar Settings only apply to Requestors. See the next topic, Event Calendar Settings, for more information about this feature.

From the calendar view, click the Export Calendar button to export the calendar in the ICS format used by most calendar applications such as Outlook.

Event Calendar Settings

Path: Admin > Calendar Display Settings > Event Calendar

Since the Event Browse window includes display options for list and calendar view, some organizations prefer to limit the information available to Requestors.

Your WebTMA System Administrator can establish rules about what information is made available to requestors. Public information specified on the Calendar Display Settings > Event Calendar window is visible to all Requestors. The Private settings are not visible to Requestors when the proper setting is made on the Event record.

When the Filter Calendar check box is marked on the Events / Identity Tab, private information is only available to the person that created the request. This only applies to the Requestor login.

When fully authorized Users view the Event Information, they can see both Public and Private details.

How to Set Event Calendar Settings

Path: Admin > Calendar Display Settings > Event Calendar

This window offers the option to add or delete lines from the Public or Private grids. Click the standard trash can icon to remove a line from either grid.

To set different columns of information available to those who log in to WebTMA as Requestors:

  1. Click Edit on the WebTMA toolbar.
  2. Click the Add Row link at the top of the Public or Private grid to open the Column Entry
  3. Mark the check boxes for the Column Names
  4. Click the Save button on the Column Entry
  5. Click Save on the WebTMA toolbar.

Any columns that appear in the Public grid are visible to the logged in requestor. Columns in the Private grid are visible only to the requestor that created the information; however, persons logged in with full User privileges will see both Public and Private.

The Order column indicates the sequence in which the columns appear. Use the arrow buttons in the Move Up and Move Down columns to rearrange the sort order.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.