Using the Calendar

The Date Navigator is a small calendar view that appears on the side panel which allows for point and click selection of specific dates to be displayed in the main viewing area. When you click a number in the Date Navigator, that date is displayed in the main panel. The Date Navigator can also help orient you as to which days of the month you're viewing, the current day, and which days currently contain task events. Dates that appear in the main viewing area are highlighted in the Date Navigator. You can choose which dates to view by dragging across a range of dates in the Date Navigator (up to a maximum of six weeks). That date range will be displayed in the main viewing area in a format similar to Month view. Dates that are boldfaced in the Date Navigator indicate that they contain at least one task event. The current day is always enclosed in a red box.

By manipulating the Date Navigator, you can control what appears in the main viewing area. The following is a list of common Date Navigator operations:

Views give you different ways to look at the same information in the calendar by putting it in different date and time-based arrangements and formats. To change the number of days that are displayed in the main viewing area, simply select the corresponding button (shown below). Selecting the Week view allows you to choose whether to display a 5 day work week or full 7 day week.

Change between views by clicking the large Day, Week, and Month buttons near the top of the window pane. If you are in Week or Month view, clicking on the heading in a column (which displays the date) will switch you to the Day view for that date.

Available views

The following table describes the available calendar views.

The Status filter allows you to select the type of events to display in the main viewing area.

Selecting the All Repository Items box allows you to control what Automate objects display in the active view. You can filter the timetable to display execution dates of a specific workflow or workflows that contain a specific object.

To display all workflows

Select the All Repository Items box, and then select the Workflows folder.

To display an individual workflow

Select the All Repository Items box, expand the Workflows folder, and then select the desired workflow.

To display a group of workflows

Select the All Repository Items box, expand the Workflows folder, and then select the desired folder that contains a group of workflows.

To display workflows that contain a specific object or group of objects

Select the All Repository Items box, expand the folder where the object resides (that is, Tasks, Processes, or Conditions folder), and then select the desired folder that contains a group of objects or select the individual object.

Hovering your mouse cursor over an event displays general information, including last runtime/next runtime, task name and the name of the computer in which it resides. To drill down to further details, simply double-click the desired event. Doing so will display a dialog titled Calendar Event containing details about the given event (as shown below).

Available event details

The information that's displayed by the Calendar Event dialog may differ depending on the event status (whether success, failure or scheduled). The following table describes the list of details that appear.

A way for you to share your Automate calendar events with others is to simply copy the data to the clipboard, then paste the clipboard contents onto any window or application that accepts text. You can also export calendar content in order to back up your data, share calendar events with others or to display the data in a report. You can dictate what type of data to include or omit by using the available calendar filters. Copied or exported data is also determined by your calendar view settings. For example, if currently set to Week view, the data to be exported will include events that occurred within the last 7 days.

To copy/paste calendar data

1. Right-click the main calendar view and select Copy Events.

2. Right-click the window or application you wish to paste the data onto and select Paste.

To export calendar data

1. Use the available filters to control precisely which data to export.

2. Right-click inside the main calendar viewing area and select Export Events.  

3. In the dialog that appears, select the path, file name and extension (either .csv or .txt) of the file in which to export data onto. It can then be written to a database or opened/read using the appropriate application.