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Calendar Events - Customizing

LegalServer includes a standard set of processes, forms, and profiles to create calendar events.

Calendar events are in the process of being made dynamic, meaning site administrators can select the Calendar Event module in Admin > Processes, Forms, and Profiles.

All features of static calendar events are not yet available. Site administrators should experiment on their demo site and do extensive testing to determine if dynamic events will work for their users.

Admin > Processes, Forms, and Profiles

Module: Calendar Events

Need at least a Create and an Edit process. 

The Create/Edit form can be a single form. Make it available for Create and Aux process types.
The form can include the Courtroom field. It displays a search and select interface. Courtrooms are added to organization records via the Primary Address block. NB: To enter one or more courtrooms on an organization, the "Add/Edit Organization Address Process" on the Admin > Process Settings page must be set to the default "Please select".

An Event Profile is optional, but recommended.

Admin > Calendar Settings

Show Static Event Forms - typically set to No so the dynamic forms are used.

Event Create Process - select the dynamic process

Create Event Link on Cases

The Scheduling side/action element can't be used to display a dynamic event create process.

To display a dynamic process, use a Custom Link Box element, and select the dynamic process. It will appear near the end of the list of processes in the Static Schedule section.

You can add the link in an existing Custom Link Box element or add a new one to your profile or menu boxes.

Known Issues or Features Not Yet Available

No Delete Event link available.