How to add a custom Calendar section for my entity to a custom workplace in Creatio
Hi everyone,
I’ve created a custom entity and built a custom page using the Calendar component to display records of this entity on a calendar view.
Now, I want to add this calendar page as a new section in a custom workplace, so that when users click on that section in the left menu, it will open my custom Calendar page showing the records of my entity.
I understand that I might need to create a section schema that hosts the calendar page and then register it in the workplace, but I’m not sure about the exact steps to do this.
Could someone please guide me through:
- How to properly create a section schema that hosts my custom Calendar page (Freedom UI).
- How to register that section so it appears as a menu item in my custom workplace.
Any example code or configuration guidance would be really helpful!
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Hello Chetana!
For what you want to achieve, you have done the most part already by creating the Freedom UI-Page and adding the needed functionality.
Now, in order to create a Section you have different options depending on your Creatio Version: 
Step 1 - Create Section
In older Creatio Versions you can create a Section within the "Section Wizard" directly, which can be found in the System Designer, or by following the approach i describe below.
Reference: Create a new section | Creatio Academy
For newer Creatio Versions (8.3.1+), the only available approach is to create a Section within the "Navigation and Sections" Tab of your current Application you are developing in. Applications can be accessed through the "Application Hub" in the System Designer.
Reference: Set up the app sections | Creatio Academy
Step 2 - Make Section available to Users
For both approaches, the Section then can be added to a Workplace (System Designer -> "Workplace Setup") either by modifying a existing Workplace, or creating a new one.
Reference: Set up workplaces | Creatio Academy
If you create a new Workplace, make sure to set the "User Group" to which the workplace will be available correctly, otherwise the Workplace will not appear to users :)
Kind regards,
David
Hello Chetana!
For what you want to achieve, you have done the most part already by creating the Freedom UI-Page and adding the needed functionality.
Now, in order to create a Section you have different options depending on your Creatio Version:
Step 1 - Create Section
In older Creatio Versions you can create a Section within the "Section Wizard" directly, which can be found in the System Designer, or by following the approach i describe below.
Reference: Create a new section | Creatio Academy
For newer Creatio Versions (8.3.1+), the only available approach is to create a Section within the "Navigation and Sections" Tab of your current Application you are developing in. Applications can be accessed through the "Application Hub" in the System Designer.
Reference: Set up the app sections | Creatio Academy
Step 2 - Make Section available to Users
For both approaches, the Section then can be added to a Workplace (System Designer -> "Workplace Setup") either by modifying a existing Workplace, or creating a new one.
Reference: Set up workplaces | Creatio Academy
If you create a new Workplace, make sure to set the "User Group" to which the workplace will be available correctly, otherwise the Workplace will not appear to users :)
Kind regards,
David
Hi David,
Creating a section will add another entity in my application. I don't want that. I just want a section which will display my custom calendar. If I create a section and add it in left menu it's by default displaying the list page instead of my calendar.
Chetana Gharat,
Hello Chetana.
That's correct for the old Creatio version. In FreedomUi, you can select an existing object when you add a new section. It is hidden behind "Advanced parameters" and then you have to check the "link to an existing object" checkbox.
Hope this helps,
Robert