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RTx::Calendar(3)       User Contributed Perl Documentation	RTx::Calendar(3)

NAME
     RTx::Calendar - Calendar view for RT ticket dates and custom fields

DESCRIPTION
     "RTx::Calendar" provides a calendar view to display tickets and reminders
     based on selected dates. Once the extension is installed, if you perform a
     ticket search using the Query Builder, you will see a new Calendar entry in
     the page menu. You can click that menu to see the calendar view of your
     search. A portlet is also available to add to any dashboard, including on
     the RT home page.

RT VERSION
     Works with RT 5.

     For older versions of RT, see the CHANGES file for compatible earlier ver-
     sions.

INSTALLATION
     "perl Makefile.PL"
     "make"
     "make install"
	 May need root permissions

     Edit your /opt/rt5/etc/RT_SiteConfig.pm
	 Add this line:

	     Plugin('RTx::Calendar');

     Clear your mason cache
	     rm -rf /opt/rt5/var/mason_data/obj

     Restart your webserver

USAGE
     To view a Calendar, first perform a ticket search in the ticket Query
     Builder and load the search results. Then click the Calendar item in the
     page menu to see the calendar view based on the results from that search.

     By default, RTx::Calendar will display the Starts and Due date fields of
     each ticket from your search results as events on the Calendar.

     Other date fields added to the Format of a ticket search are displayed on
     the Calendar as events. You can also display events based on Date or Date-
     Time custom fields by adding them to the Format of a ticket search as well.

     Hover over events in the calendar to see additional details for that event.
     You can click on entries to go to the ticket.

   Displaying Other Date Fields
     You can show other date fields as events on the Calendar by adding them to
     the Format section at the Advanced tab of your query. You can add and re-
     move dates from search results using the Display Columns section at the
     bottom of the Query Builder.

     Changes made using the Display Columns settings automatically update the
     search Format. You can also edit the Format directly on the Advanced page.

   Calendar Portlet Saved Searches
     As described above, you can see a calendar for any ticket search using the
     calendar link in the search results.

     You can also create a saved search for the calendar to be used in calendar
     portlets on dashboards. See "CONFIGURATION" for details on adding the cal-
     endar portlets.

     By default, the calendar looks for a saved search with the name "calendar"
     and will use that search for calendar portlets. Saved searches can be saved
     with different privacy settings, so your system can have multiple saved
     "calendar" searches. For a given user, the calendar first checks for a
     user-level saved search (personal to that user), then for a group-level
     saved search for groups the user is in, and finally, for a system-level
     saved search.

   Displaying Reminders
     Reminders are displayed on the Calendar only if you explicitly add the fol-
     lowing clause to your query:

	 AND ( Type = 'ticket' OR Type = 'reminder' )

CONFIGURATION
   Use the Calendar on Dashboard
     The Calendar comes with 3 different portlets that can be added to your RT
     dashboards:

     "MyCalendar"
	 A summary of the events for the current week.

     "Calendar"
	 A full-month view of the Calendar.

     "CalendarWithSidebar"
	 A full-month view of the Calendar, with a sidebar that includes an ex-
	 tra status filter and legends of the Calendar events.

     To make these portlets available in RT, add them to the $HomepageComponents
     configuration in your etc/RT_SiteConfig.pm:

	 Set($HomepageComponents, [qw(QuickCreate Quicksearch
	     MyAdminQueues MySupportQueues MyReminders RefreshHomepage
	     MyCalendar Calendar CalendarWithSidebar)]);

     Users can then select them when building dashboards.

   Display Configuration
     Display Owner

     You can show the owner of the ticket in each event box by adding this line
     to your etc/RT_SiteConfig.pm:

	 Set($CalendarDisplayOwner, 1);

     Choosing the fields to be displayed in the popup

     When you mouse over events on the calendar, a popup window shows additional
     details from the ticket associated with that event. You can configure which
     fields are displayed with @CalendarPopupFields. This is the default config-
     uration:

	 Set(@CalendarPopupFields, (
	     "OwnerObj->Name",
	     "CreatedObj->ISO",
	     "StartsObj->ISO",
	     "StartedObj->ISO",
	     "LastUpdatedObj->ISO",
	     "DueObj->ISO",
	     "ResolvedObj->ISO",
	     "Status",
	     "Priority",
	     "Requestors->MemberEmailAddressesAsString",
	 ));

     To show custom field values, add them using the custom field name in this
     format: "CustomField.{Maintenance Start}".

     Valid values are all fields on an RT ticket. See the RT documentation for
     "RT::Ticket" for a list.

     As shown above, for ticket fields that can have multiple output formats,
     like dates and users, you can also use the "Obj" associated with the field
     to call a specific method to display the format you want. The ticket dates
     shown above will display dates in "ISO" format. The documentation for
     "RT::Date" has other format options. User fields, like Owner, can use the
     methods shown in the "RT::User" documentation to show values like EmailAd-
     dress or RealName, for example.

     Event Colors

     The Calendar shows events in different colors based on the ticket status.
     Use $CalendarStatusColorMap to set alternate colors or add custom statuses.
     The following is the default configuration:

	 Set(%CalendarStatusColorMap, (
	     '_default_'			     => '#5555f8',
	     'new'				     => '#87873c',
	     'open'				     => '#5555f8',
	     'rejected' 			     => '#FF0000',
	     'resolved' 			     => '#72b872',
	     'stalled'				     => '#FF0000',
	 ));

     You can use any color declaration that CSS supports, including hex codes,
     color names, and RGB values.

     The "_default_" key is used for events that don't have a status in the
     $CalendarStatusColorMap hash. The default color is a dark tone of blue.

     Filter on Status

     The Calendar has a Filter on Status section that allows you to filter
     events by status without having to change the original query.  The @Calen-
     darFilterStatuses setting controls which statuses are available for filter-
     ing. The following is the default:

	 Set(@CalendarFilterStatuses, qw(new open stalled rejected resolved));

     You can change the default selected statuses of the Filter On Status sec-
     tion by defining @CalendarFilterDefaultStatuses. The following is the de-
     fault:

	 Set(@CalendarFilterDefaultStatuses, qw(new open));

     Custom Icons

     The calendar shows different icons for events based on the date fields used
     to display the event on that day. The %CalendarIcons setting controls which
     icons are used for each date field. The following is the default using pro-
     vided icons:

	 Set(%CalendarIcons, (
	     'Reminder'     => 'reminder.png',
	     'Resolved'     => 'resolved.png',
	     'Starts, Due'  => 'starts_due.png',
	     'Created, Due' => 'created_due.png',
	     'Created'	    => 'created.png',
	     'Due'	    => 'due.png',
	     'Starts'	    => 'starts.png',
	     'Started'	    => 'started.png',
	     'LastUpdated'  => 'updated.png',
	 ));

     You can also define icons for custom fields by using the following format:

	     'CF.{Maintenance Start}' => 'maintstart.png',
	     'CF.{Maintenance Stop}'  => 'maintstop.png',

     To add custom images, create a directory local/static/images in your in-
     stalled RT directory (usually /opt/rt5) and copy images files there.

     You can use any image format that your browser supports, but PNGs and GIFs
     with transparent backgrounds are recommended because they will display bet-
     ter to the background color of the events. The recommended size is 10 pix-
     els wide and 7 pixels in high.

     Multiple Days Events

     By default, calendars display individual events on each day based on the
     dates in the query.

     To display events that span multiple days, such as the full expected dura-
     tion of a change blackout period, define the fields using the %CalendarMul-
     tipleDaysEvents configuration. This option accepts named keys that each de-
     fine the field to reference for the start (Starts) and end (Ends) of
     multi-day events. For example:

	 Set( %CalendarMultipleDaysEvents, (
	     'Project Task' => {
		 'Starts' => 'Starts',
		 'Ends'   => 'Due',
	     },
	 ));

     The keys, like "Project Task", are arbitrary labels to group each set, so
     you can use a name that helps you identify the entry.

     You can also define multiple day events for custom fields by using the fol-
     lowing format:

	 Set( %CalendarMultipleDaysEvents, (
	     'Maintenance' => {
		 "Starts" => "CF.{Maintenance Start}",
		 "Ends"   => "CF.{Maintenance Stop}",
	     },
	     'Project Task' => {
		 'Starts' => 'Starts',
		 'Ends'   => 'Due',
	     },
	 ));

     As with all calendar entries, the date fields referenced in the configura-
     tion must be included in the search result Format to display the event on
     the Calendar.

AUTHOR
     Best Practical Solutions, LLC

     Originally written by Nicolas Chuche <nchuche@barna.be>

BUGS
     All bugs should be reported via email to

	 L<bug-RTx-Calendar@rt.cpan.org|mailto:bug-RTx-Calendar@rt.cpan.org>

     or via the web at

	 L<rt.cpan.org|http://rt.cpan.org/Public/Dist/Display.html?Name=RTx-Calendar>.

LICENSE AND COPYRIGHT
     This software is Copyright (c) 2010-2023 by Best Practical Solutions

     Copyright 2007-2009 by Nicolas Chuche

     This is free software, licensed under:

       The GNU General Public License, Version 2, June 1991

perl v5.42.3			   2024-03-26			RTx::Calendar(3)

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