New Calendar Behavior Changes

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Hey Quick Base Community,

As you may know, we have new calendar reports coming in the next release on February 25th. You may not know that our old calendar reports were built years ago before web-based calendaring was common, and as such, include some idiosyncratic behaviors about how data is displayed. 


With our new calendars, we had the chance make our calendars function more as our users expect a calendar to behave. We wanted to have the new calendar reports function more like Outlook, Google Calendar or Apple Calendar. The changes we're making will also be included in our release notes and have been generally well received in our early access program, but I wanted to preview these changes for our wider Quick Base community a little earlier on.


Without further ado, here are some of the changes and potential issues:

Calendars respect the "First day of week setting"

You may or may not be aware, but Quick Base apps include a setting under App Properties to set the first day of the week. Currently, this setting is primarily used for Work Date formulas and calendars don't respect it at all. The app-wide setting defaults to Sunday, but can be set to any other day of the week. New calendars will display with this value set as the first day of the week If you have set a first day of week other than Sunday, your calendars will change how they display.

Additionally, you can customize the first day of week on a per report basis, and have a different first day of week on every calendar report you create. 




Event Colorization* and Divs/Spans

Old calendars don't support colored events natively. There's a fairly common workaround of creating a Formula Rich Text Field (née Formula Text with HTML enabled) and embedding a div or span element with a colorized background, then sticking the text to display for the event inside the div or span. 

On new calendars, we're enabling users to use a formula to define colors for the entire event.  If a div or span is selected as the second or third field, it may not display on the new calendar.

Adding Records
In old calendars, users with create permissions could click a green plus icon to add a record. We’ve changed this behavior to double-clicking in the white space of any date or date/time area. This will create an event with start date and/or time pre-set on the record. 

Display events as Text Only*
Our old calendars included the option to display an event as text only, instead of linking to the view or edit form. We've removed this option as it created a confusing experience for end users. If your calendars are set to use “view as text only” events,  events will display as a link to the view record form.



Events ending at Midnight

On old calendars, if an event started on February 9th at 9am and ended on February 12th at 12:00 Midnight, on the month view of the calendar, we would show an event going from February 9th-12th inclusive. New calendars will show that event from Feb 9th-11th. 

Work Dates and Weekends
For old calendars based on a work date field, if an event spanned from Friday to Monday, the event would be displayed as two events, one on Friday, one on Monday. On new calendars, the event will display as a continuous event from Friday to Monday.





Old Calendars on Old Homepages
In 2013 we released a new Homepage style, with far more layout options and an easier builder experience. A small number of users still use the old dashboards. Our new calendars do not display on the old dashboards. We have chosen not to put the development time into making them backward compatible, and instead will be starting an in product messaging campaign in the near future to let users know that calendars on old dashboards will not work after the February 25th release. To fix this issue, app builders can rebuild their dashboards in the new homepage builder. Check out this video to see how: 

https://quickbase.wistia.com/medias/xsna4b1chz

Addendum: Three more changes:

Emails

Subscriptions and Emailed Calendar Reports now will send a table report of the events currently visible to the user. We believe this will be more usable in the context of an email client. 

Simplification of Settings: 

Maximum Number of Events Per Day Removed* - We will be removing this setting, as our month view will now expand each row to show all events, and it doesn't make sense to display on our week or day views.

Hide Weekends* - New calendars will not support the ability to hide weekends on the calendar view.  

I'm really excited to share these new calendars with you all and hope to hear lots of feedback from you and your teams over the coming weeks as we roll out these new calendars. If you'd like to preview a subset of the functionality, have your realm administrator open a support case requesting early access to the Calendar feature.

* This change is not present in the early access version of new calendars currently available.




Sam Jones

QuickBase Product Manager

 
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Sam Jones, Employee

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Posted 2 years ago

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Ⲇanom the ultimate (Dan Diebolt), Champion

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>There's a fairly common workaround of creating a Formula Rich Text Field (née Formula Text with HTML enabled)

I like your vocabulary.
née  - Used when giving a former name. Originally known as.
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Ⲇanom the ultimate (Dan Diebolt), Champion

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So help me out with the proper use of the word née in regards to you being the product manager who in my cosmology comes back from the future and replaces the formula language with script.

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Sam Jones, Employee

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Dan,
If I was going to come back and replace formula language, I'd replace it with a point and click logic builder. ;)

Sam Jones
QuickBase Product Manager
 
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Ⲇanom the ultimate (Dan Diebolt), Champion

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Actually I think the paradigm you wind up replacing the formula language with looks like a monadic pipeline of workflows snapped together out of map, filter and reduce blocks which were dragged around the viewscreen:


data
  .map((n) => n*2)
  .filter((n) => 10 % n == 0)
  .reduce((sum, n) => (sum += n), 0);

In your replacement QuickBase had a standard set of graphical building blocks that could be dragged aground and connected. However, a user could create their own building blocks and bind a LINQ like block of code to it. Also, your replacement QuickBase merged the concepts of queries and formulas into one computational entity which graphically snapped together to form complex workflows.
(Edited)
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Forrest Parker

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You guys are major nerds.  It's awesome!
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Ⲇanom the ultimate (Dan Diebolt), Champion

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I assure you the QuickBase Monad is coming and it will be awesome as it unifies all computations into a piepline of workflows that snap together on the viewscreen.

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Sam Jones, Employee

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If you are still using old dashboards, check out this video showing how to use our new dashboard builder:
https://quickbase.wistia.com/medias/xsna4b1chz
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Jim Harrison

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Sam is there a home page for Wistia media? I would like to watch all the videos.
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Jim Harrison

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We would like to left justify the button text. Currently it is set as center. When we place the button bar on the side to make it a sidebar, the button text is still center justified. If the text is not all the same number of characters it causes the buttons to appear unbalanced because the button backgrounds are left justified. 
(Edited)
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Jodie

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Can you base the calendar on more that one field? We have dental and health form expiration dates and I would like to display both on the same calendar. Right now, I only see the "Base calendar on" option for one field at a time.
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Jodie

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Can you base the calendar on more that one field? We have dental and health form expiration dates and I would like to display both on the same calendar. Right now, I only see the "Base calendar on" option for one field at a time.
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Arshad Khwaja

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Sam we in Australia are still working off the USA timings when it comes to sending subscriptions/sync refresh which is bit of a shame as this does not quite internationalise the platform. Is this going to affect calendars too when selecting date/time meaning if the dates/times chosen will be local or based on US. 
Arshad, the times will be local according to the Time Zone of your App
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Sam Jones, Employee

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Hey All, 
Added a few more things:
Addendum: Three more changes:

Emails

Subscriptions and Emailed Calendar Reports now will send a table report of the events currently visible to the user. We believe this will be more usable in the context of an email client. 

Simplification of Settings: 

Maximum Number of Events Per Day Removed* - We will be removing this setting, as our month view will now expand each row to show all events, and it doesn't make sense to display on our week or day views.

Hide Weekends* - New calendars will not support the ability to hide weekends on the calendar view.  

Sam Jones
QuickBase Product Manager
 
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Kyle Fletcher

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Can I still opt-in to get the new calendar ui before February 25th?

I have a customer meeting on Monday, Feb 19 and it would be great to demo the new features.
(Edited)
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Evan Martinez, Community Manager

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Hi Kyle,

If you are interested in opting in I would recommend putting in a support case in Quick Base to get in touch with Care. That way we can put that request on file and reach out to our PM team to see if they would be able to enable that for you before Monday. You can do this in Quick Base while signed in by clicking on the Help Question Mark in the upper right hand corner of the screen and selecting Manage Support Cases.

Thank you for your interest Kyle!
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Bradley Gouge

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Will this update provide drag and drop functionality from within the Calendar report?
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Evan Martinez, Community Manager

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Hi Bradley,

Yes it will support a drag and drop. So for example if your Calendar is based on a Registration Date field, if you grab and drag the record to another day that record's Registration Date will update to match. It is very handy for easy adjustments to records on your calendar without having to go through the form.
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Thomas Slater

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Would it be at all possible to add a date extension functionality or something for this?

I.E. Drag from the edge of the entry, or hold shift before dragging, and the calendar entry extends over multiple days rather than changing days

If not, the current drag and drop feature is very nice already
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melizzza

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Hey love that yall are working on audit logs, it's been a big sore spot not having one, hopefully an audit log for all changes made on each database item will be in the works soon! Also, on the calendar daily view, being able to have columns (say one for each employee etc.) would be BEAUTIFUL. We're currently having to integrate with TeamUp calendar to achieve this layout and it's frustrating to put it nicely! I thought the daily view would be able to do this when I first heard about it, but *~*~wishing*~*~* very hard that it can happen soon ;)
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Ⲇanom the ultimate (Dan Diebolt), Champion

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For some reason I thought yesterday was going to be the release of the new calendar but apparently it is next Sunday. What a dope I am!

I was gonna drop my calendar at the same time, but given the QuickBase release is February 25 I will just tease you with my Klinigon Calendar which I whipped up using HighCharts and QuickBase:





Yes this is real. I just modified HighCharts Honeycomb Tile Map and bound QuickBase data to it.




https://www.highcharts.com/demo/honeycomb-usa

When I get my hot little hands on QuickBase's new Calendar I am gonna mash it up with Service Workers so it does amazing new things.
(Edited)
Hi, is there a way for us to get the old QB calendar. The new one is terrible.
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Sam Jones, Employee

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Hey Aleksandar, 
What features are missing from the new calendar? I'd love to understand more the issues you're having.

Sam Jones
QuickBase Product Manager
 
Grid edit function, this new layout with each hours does not fit our organizations need since we mostly edit the whole information for the whole date/week/month.
What is your concern with the new calendar? I have already made use in the new color calendar features for an app which tracks sales rep calls and shows in color whether they were at the account or not actually at the account according to their latitude and longitude.

I think they are great
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Eric Evans-Vargas

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Just throwing this out there...

I have subscription reports that would send in calendar view for my Customer's ease of "at-a-glance" view reminders.  Today my subscriptions sent for the first time in table view, and of course (thanks to our dear old friend "Change") I'm being inundated in questions and confusion about why the calendar is gone.

Is there any thoughts to having the option to send as a calendar as opposed to a table?
Even if it's only available when sending a subscription as a PDF and if it has to be stripped-down when sending (elimination of color-coding); it's a great looking report, that I've found more useful in the calendar format.

Thanks for hearing me out! 
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Evan Martinez, Community Manager

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Hi Eric,

I do know that as part of implementing the new calendars they did make a change to how they send out in subscriptions. If you feel this would be a beneficial feature in Quick Base, I would encourage you to submit feedback regarding this via our Feedback Platform - UserVoice - Which can most easily be accessed from the My Apps page in Quick Base by clicking on the orange Feedback tab or at http://quickbase.uservoice.com .  This forum is used by our development team to explore customer suggestions for enhancements / changes to the platform. Many of the items that have been suggested by customers have already been incorporated into Quick Base and I would encourage you to participate as well. This helps us to gauge if there is interest among our customers to bring this feature back or build our a new, similar feature. Thank you very much for your time today. 
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Justin Tuttle

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On the old calendar we had colored formula <span> fields; the data we need to show is quite "long" (roughly 2 lines worth at standard scaling in 1080p) ...the older version would word wrap in the span and display all of the information. Now, it truncates with ellipses and even ignores <br> tags...is there any way to force the wrapping behavior or a line break?
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Sam Jones, Employee

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Hey Justin,
I don't believe there's a way to display more than one line of text in new calendars. Why not go request this functionality on our uservoice forum? 
<a target="_blank" rel="nofollow" href="https://quickbase.uservoice.com/">https://quickbase.uservoice.com/</a> <br>
Sam Jones
QuickBase Product Manager
 
Justin, I would vote for that.  I'd love to have an option for a 2nd line on the monthly format. 
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melizzza

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I'd love an option to have more than one line on the daily view... The first line is like less than 1/10 the space of the block on many of our events.
I voted for this
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Eric Evans-Vargas

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One issue I've just discovered.

If you have a role, where no tables are visible in the table bar, calendar reports will not show on the page; however you can print the report and it will show up in the print preview.

Luckily we are able to fix this by making the calendar report the table's homepage and then allowing that role to view that table heading.
(Edited)
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Sam Jones, Employee

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Yep, this is a known issue. We're working on fixing it.

Sam Jones
QuickBase Product Manager
 
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Jeff Simmons

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Hi,

On the old calendar I could right click on a calendar event and open in a new window to make edits. I have noticed that feature is no longer available with the new update and have to click on it directly to edit information. Is there a way for that feature to return?

Thanks!
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Sam Jones, Employee

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Hey Jeff,
We have a uservoice post about this feature. If it's heavily supported, we'll re-implement it on the new calendars:
https://quickbase.uservoice.com/forums/111823-quick-base-product-feedback/suggestions/33480085-right...

Sam Jones
QuickBase Product Manager
 
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Jeff Simmons

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Hi, I just wanted to follow up and see if any decision has been made on Right Clicking on New Calendar events to open many records in multiple tabs. This was a feature we heavily utilized and was hoping it would make a come back. 

Thanks,
Jeff
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Jeff Simmons

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Thank you for sharing! I'll give this a look
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Heather Bryant

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I can't drag and drop events - what am I doing wrong?
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Heather Bryant

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The finish date is a work date formula.
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Sam Jones, Employee

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Yep, that'd be why. When you move an event on the calendar report, the report needs to be able to write both the start and end values. If one of those is a formula, it won't work.

Sam Jones
QuickBase Product Manager
 
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Heather Bryant

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Thanks Sam! I changed it and it worked.
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Pam Magee

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Sam,  The drag and drop feature is actually causing issues for our company.  Several times, a user has accidentally changed event dates.  I don't see a way to prevent drag and drop but we would like to do so.  Both the start and end dates are editable fields and we need them to remain that way.  Please let me know if we can turn this off or how I would request that option be made available in the future.
Pam
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Evan Martinez, Community Manager

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Hi Pam,

In the short term one quick trick that might be helpful is to create a set of formula fields that are set to be equal to your manual entry date fields and base your calendar off of them. This way your users still use the manual entry field for all editing in forms and reports but specifically the calendar is set to draw from the formula field. Calendar's set to formula fields can't be drag and dropped but any time someone updates the date via the record it will immediately update the formula your calendar is based off of. This way you get a calendar that can't be dragged today. 

For the future and wanting to request an option on calendar reports to specifically prevent drag and drop you would want to put that up on our User Voice. The Quick Base User Voice page is a tool our Product Development team uses to track user requests for features and enhancements.  The Quick Base User voice can most easily be accessed from the My Apps page in Quick Base by clicking on the orange Feedback tab that appears on the right of the page or at http://quickbase.uservoice.com by signing in with your Quick Base credentials. This way your feedback can get passed along and others users can vote to show their support. I also usually recommend if a user makes a User Voice request to link it here in Community to that others with the same need can add their vote as well. Thank you for your time today and I hope this information is helpful. 
(Edited)
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Kevin OConnor

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I would also like to request an update to the new calendar to have the ability to see multiple lines per entry in a given day.


I would like to see an enhancement that would bring back the ability to hide weekends from the monthly calendar.


Thank you

Kevin

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Justin Tuttle

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For the multiple lines request, I have submitted it via uservoice. Your vote(s) would be appreciated. https://quickbase.uservoice.com/forums/111823-quick-base-product-feedback/suggestions/33531919--revert-to-displaying-multiple-lines-on-new-2018
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Justin

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Regarding the multiple line requests - Why exactly are we requesting a functionality that used to exist? 

Also who's really excited about this new calendar? I mean it looks nice, but being able to add blocks of html, icons, etc was way cooler. 
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Justin

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As requested by Craig Merisalo, I will post my concerns to this thread:

I am requesting that you please give us the functionality that used to exist - HTML blocks in the calendar. When a calendar has 100 entries on a single month, it's not easy to hover over each item. It's also too much to create special reports for every piece of data that could be summarized with icons. 

I'm glad this is working for many people, but this update is not working for us anymore. I discussed this with our second "Success manager" (we have a third now), and I was told I'd have early access and an ear to hear my concerns.. got neither. 

I'm actually surprised more people weren't using the Rich text field for calendars..  I hope QB is not simplifying to a "low code" system to the point of useless. What's next? Remove formulas and the HTML field? 
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Matthew Neil

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Justin (et. al.)

QB is using a library for the calendars and some requests just aren't possible, or easily accomplished with the cookie cutter libraries.

They are using DhtmlX's calendar library, and you can see the documentation and possible features here:
https://dhtmlx.com/docs/products/dhtmlxCalendar/

Although some features my have been lost in this release, by using this library they will be able to use more features in coming releases.  

https://dhtmlx.com/docs/products/dhtmlxScheduler/

I don't know for sure, but I'd be willing to guess that these other features on on the product roadmap for QB
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Eve

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Is it possible to still display an "add" button in each day to create a new record/event? Double clicking is not the expected behavior for our users unfortunately.
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Sam Jones, Employee

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We don't have that option right now, Eve, but you could add some text in the report description pointing out the behavior to your users. If we get a lot of feedback about it, we'll look at adding in some more helpful UI.


Sam Jones
QuickBase Product Manager
 
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JoJo DeSimone

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Is it possible to give an option to not truncate the entry options?  We had embedded an image as the calendar entry to make this a powerful marketing calendar tool to view all materials at a glance but now it cant serve its purpose.
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Duane Mullins

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Is there a way you can show national holidays on the calendar?  I have created a table and report for employee time request off, but would also like to list the days that we are closed and not have to create a separate user account just for the company.