Manage Holiday Calendar

With flexible Edit, View, and Filter options efficiently manage the Holiday Calendar.

Edit Calendar

The details such as Name, Location, holidays etc. added to the Holiday Calendar can be changed or amended as per requirements. This can be done using the Edit function present in the Holiday Calendar. 

To Edit the Holiday Calendar, perform the following steps. 

1. Navigate to Design Studio > Application > Holiday Calendar. 
2. Specify the Domain and Sub Domain to load the Holiday Calendar list page. 
3. Click ID to open a configured Holiday Calendar.

Figure: Edit Holiday Calendar

4. Any alterations to the Holiday Calendar can be made and click Update. 

Change History and Versioning

A holiday calendar's "Change History" is often a log or record of any alterations, updates, or changes made to the calendar throughout time. The term "Versioning" describes the process of keeping track of various changes or versions of the calendar over time.

Figure: Versioning and Change History

Change History

Change History helps in maintaining transparency, compliance, and accuracy. The change history feature provides a historical reference to each amendment and is a great audit trail. It supports key functions like accountability, auditing, troubleshooting, and version control. 

Figure: Change History

The below figure represents the changes made to each item along with the timestamp and user details. 

Figure: Change History details

The details of the changes can be further viewed by clicking on the respective change title. Refer to the image below. 

Figure: Holiday Calendar change history details

Versioning

Versioning is essential for maintaining a reliable record of the changes and enabling efficient backup and recovery processes. For eg: The figure below depicts v6 which shows that there were 6 revisions done to record. 

Figure: Versioning details

To switch between versions, choose the desired version from the dropdown menu, make the necessary changes, and upon clicking the update button, the calendar will be updated/rolled back to the desired version. 

Clone

This feature allows the creation of a duplicate or copy of an existing calendar. This feature enables the creation of duplicates or copies of the existing calendars. This is beneficial for generating holiday calendars for future years or different locations with minor adjustments to the holiday list. 

Import from Excel

The function allows Holiday calendars to be imported from Excel. This option saves time regarding loading the same information onto the system avoiding manual addition of holiday list.  

<gif for importing, appending, overwriting>

Export to Excel

The export to Excel feature is suitable to allow users to save or download data in a compatible format. The benefits of export to Excel feature is that it facilitates data backup, data transfer, offline access etc.

<gif for exporting and opening the exported file>

Grid 

The grid provides a detailed view of the list page of the Holiday Calendar. It provides a list of holiday calendars, providing required information about each calendar. For more information refer to the field description table below. 

Field	Description
Id	This is the unique Id of the Holidays configured.
Name	The unique name of the configured Holiday calendar.
Description	A brief description of the calendar is provided.
Location(s)	The location specific to the Holiday Calendar is provided.
Holidays	Total holidays added in the calendar.
No of days	Total number of days for the respective holidays configured.
Year	The specific year for which the Holiday Calendar is created.
Updated by	The column details a log of the last updated user history.
Updated Date	The last updated date is specified.
Active	The toggle button specifies if the Holiday Calendar is set to active.
	Make a copy of the Holiday Calendar using this icon.

List Page Filter

On the list page, both active and inactive calendars are displayed by default. However, users can apply filters to refine the displayed data according to specific conditions. The Filter option in the Holiday Calendar allows content restriction based on specific criteria.

Figure: Filter Holiday Calendar

1. On clicking Filter icon, a pop-up screen appears where you can add new filter sets with conditions to the list page. (Refer the following screenshot)Figure: Filter
   
   
2. Click Add Filter to add a new filter to the Holiday Calendar list page. The following screen appears.
   3. Select the required options and click Apply. 
   

   
   4. To create an advanced Filter, click the icon as given below.
   
   

   
   5. The following window is displayed.
   

   
   Figure: Add Filter Set

   
   

    6. In the Field section select a column from the dropdown menu to which you want to add new filters. (Refer the following screenshot)

Figure: Advance filter - Field

     7. Click Apply to implement the newly set advance filters on the list page.

And / Or Filter

The And / Or Filter can be used to set filters with two or more conditions.

And - The "and" filter combines two or more conditions; the result is true only if each condition is true. 

Or - An  "or" filter operation combines two or more conditions, and it returns true if at least one of the conditions is met. 

To set the And/Or Filter, perform the following steps. 

1. Check the boxes for the filter conditions as depicted below and click the Group option.  

Figure: Advance Filter

3. The And/Or option is displayed as given below.

Figure: And/Or Filter

4. Choose the required option and click Apply.

View 

These customized filter settings can be saved as views for convenient future access. 

Figure: View 

Step 1: Apply filter conditions and click Apply. 

click Save as New View and the following window is displayed. 

Enter a View Name, check the box to Set as Default and click Save. 

Step 2: Click Create View and show the view. 

Step 3: Default View creation 

Search 

The Search option in Holiday Calendar helps to easily search configured holidays from the list page by entering atleast 2 characters in the search box. 

Figure: Search Holiday Calendar

Column Level Filter

The Column level Filter option enables content restriction based on specific criteria applied to each respective column. 

To apply filters on all the columns as well as on individual columns, perform the following steps:

1. On the Holiday Calendar list page, click the Filters icon on the top left corner just above the list.Figure: Filters
   
   
2. Specify the filter criteria based on your requirement. Select the Match All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.
   
   
3. Select the option to compare the data based on the conditions. Available options are as follows:
4. • Starts With
   • Contains
   • Not contains
   • Ends with
   • Equals
   • Not equals
   • Less than
   • Less than or equal to
   • Greater than
   • Greater than or equal to
   • Date is 
   • Date is not
   • Date is before
   • Date is after
   • Active
   • Not Active
     Note

     The following filter options are available for numeric column values:

     • Less than
     • Less than or equal to
     • Greater than
     • Greater than or equal to

     The following filter options are available for date column values:

     • Date is 
     • Date is not
     • Date is before
     • Date is after

     The following filter options are available for toggle switch Active:

     • Active
     • Not Active 
5. Click Clear to clear the configured filter and apply to set the filter condition.

Sort

The column level sorting option  allows the list of records to be arranged either in descending or ascending order based on the values of the chosen field. By default, the latest records appear at the top, following a descending order of ID.