Calendar Definition Info Area

Learn how to create calendar definition and holidays using CD info area.

Use the Calendar Definition info area (CD) to:

create records for each day of a calendar definition containing attributes for weekday, workday and holiday. You can use these records in read-engine formats, queries and conditions to create reports, analyses and workflows, e.g. for call planning or to create a work performance report for each user.
define extra holidays for specific dates, e.g. holidays that do not occur every year or company-specific holidays. These holidays are displayed as holidays in the calendar in addition to the holidays defined by the Holidays configuration entry (MC).

Note: To display Calendar Definition records defining holidays (= Workday unchecked) in the user's calendar, a calendar with the selected ID must be defined in the Configuration info area (MC), see Calendar.

To create records in the Calendar Definition info area you can:

create records manually, e.g. to just create a company-specific holiday for the next year
create a to-do that generates records for a large number of days, i.e. one or more years.

To generate records via a to-do:

Create a to-do record of To-Do Type "Calculate" e.g. with the following text: 17;2013-09-01,2013-12-31,1,2,10
This creates Calendar Definition records for the specified time span (max. 10 years) for the calendars 1, 2 and 10. The IDs must correspond to catalog value IDs of the fixed catalog "Calendar". If no catalog value exists for the specified ID, no records are created. For more details, see To-Do Types.
If the to-do record is assigned to the current user, it is executed immediately upon saving the record. Otherwise it is executed by CRM.server.
The to-do is executed with the rights of the user who created the to-do.

After completing the to-do, the Calendar Definition info are contains a record for each day and calendar as specified in the to-do: