Add a SharePoint list or library as the Calendar Plus data source

Add a SharePoint list or library as the Calendar Plus data source

Overview of Calendar Plus Configuration settings

SharePoint Lists and Libraries are the default Data Source Type for Calendar Plus.
Data Source Settings screen with the default SharePoint List and Library radio button selected
When working with SharePoint Lists and Libraries keep in mind:

  • Each SharePoint list or library referenced as a data source must contain at least one SharePoint Date and Time column.

  • Up to 10 SharePoint Lists and Libraries can be displayed in a single calendar instance.

    NOTE: If you want to use more than 10 lists or libraries, Bamboo recommends using Bamboo List Rollup as the data source. This allows you to connect to rollups of multiple lists or libraries.

The following steps require you to have accessed the Calendar Plus Settings screens by clicking the Calendar Plus Web Part Settings button in the web parts configuration tool pane.

Action Result
1.

Click the SharePoint List and Library button under Data Source Settings in the navigation tool pane. Image of the Navigation Pane with the SharePoint list and library button available. All other data source buttons are grayed out

You will only be able to select this button if SharePoint Lists and Libraries is selected as the Data Source Type

Image of the default SharePoint List and Library Settings screen

From the SharePoint List and Library Settings screen you can do the following:

  • Add a new list or library to the display

  • Modify an existing library by clicking the Edit/View icon Edit button

  • Remove an existing list or library by selecting the check box associated with the list you want to delete, then click the ‘x’ at the end of the row. To delete all lists, click the top check box, then click Delete checked items in the toolbar. A confirmation pop-up window will appear.

NOTE: Earlier releases of Calendar Plus will display a Remove Selected Items button instead of the ‘x’.

2. Click the Add List or Library button
SharePoint List and Library Settings screen with the add new list button highlighted

The Add List or Library to Calendar pop up window will appear that contains the settings to configure the list or library. It divided into two sections:

  • Required Steps: the minimum configuration settings which must be defined to include the list or library in Calendar Plus

    NOTE: Only the required steps are discussed in this topic

  • Optional Steps: Modify the display options associated with the list or library

3.

Complete the General Descriptions section to define how the list or library will be identified in Calendar Plus General Descriptions area of the SharePoint List and Library settings screen

  • The Calendar Display Name will be used in the legend

  • The identifying Color for SharePoint list or library will be found on the left side of each cell of the calendar.

  • The Allow users to add new items to this list features requires users to have the appropriate permissions to the list or library

  • If you Allow users to add new items.. you can elect to show any Content Types associated with the list or library.

The Calendar Name and color entered will be used in the calendar display to identify the source list
Image of calendar display showing color identification of list in the legend and item cell

If Allow users to add new items… is checked, users can hover over the New Item button on the toolbar see the lists to which they can add a New Item
The new item button is found on the left of calendar features and views in the toolbar
4.

Enter the URL to the site that contains the list or library to be displayed in Calendar Plus, then click the View lists and Libraries button.

Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL. Bamboo recommends using relative paths if:

  • Multiple Alternative Access Mappings are being used
  • The Web part will be included in a site template

Image of relative URL in the SharePoint Site URL field and the View lists and libraries button

The available lists and libraries on that site will be listed in SharePoint List or Library drop-down menu.

5. Select the desired list or library, then select the column that contains the values you want to display in the item cell from the Item Display Column drop down.
SharePoint list or library drop down ,and Item Display Column drop down
Image of the Item Display Column in the item cell

Icon-Tip To display the contents of more than one column in the item cell, create a Calculated column in the list or library and build a string formula that includes each column you want to display.

6. Select the Date and Time column(s) in the list or library that will be displayed in the calendar. Enter the desired start and end date fields from the drop-down menus Whether you see Start Date and End Date fields or a Single Date field will depend on the selection made on the General Settings screen to Base the Calendar on a Single Date or Interval.
Image of the Base Calendar on Single Date or Interval drop down selector found on the general settings screen.
7.

Apply a filter for the list or library by selecting from the following options:

  • Show All Items: Displays all items in the list or library.

  • Specify Filter Conditions: Select the column that you want to filter on, the comparison type and the value that you are comparing.
    To Specify Filter Conditions select the radio button and set filter conditions in the 3 fields provided

  • Use Existing List View: Uses an existing view from the list or library filter the display items. If you check Runtime Filter View checkbox you will be able to see the Available Views and use the arrows to move views to the Selected Views pane.
    Runtime filtering view

Keep in mind:
1. Calendar Plus supports the two SharePoint variables; [ME] representing the currently logged in user, and [Today], representing today’s date, that can be used to specify filter conditions

2. Use the Add Filters link if you want to add another specified filter condition using AND/OR Boolean operators.

3. Data can be filtered dynamically at run time based on views using the Runtime Filter View. Users select the view they want to filter by from a drop down menu in the toolbar

4. Web part connections can be used to filter the contents of the calendar display but are not configured in the Calendar Plus web part settings. When using a SharePoint List or Library as the data source, the web part supports web part connections for the Display, Start Date and End Date columns.

8.

Stay in the configuration screen and complete the Optional Steps

OR

Click Save and Close

Clicking Save and Close to return you to the SharePoint List and Libraries Settings screen, where you will see the newly added List or Library in the grid display.
SharePoint list and libraries settings screen
9.

Use the left navigation pane and configure View Settings for the Calendar Plus web part

OR

Click Save and Close a second time

Clicking Save and Close will exit the Calendar Plus Web Part settings screen

Overview of Calendar Plus Configuration settings