Field trip calendar
Display field trips scheduled on or after today. This calendar is private only for the organization's staff. The calendar is not accessible to the public.
Step 1: Create a query
Information Library
- Click on “Analysis”.
- Click on “Information Library”.
- Click on “Add an ad-hoc” query.
- Click on “Reservation” query type.
- Click on “OK”.
- Remove “Name” from “Results fields to display:”
Include records where:
Itineraries\Group type is one of SELECT_YOUR_VALUES_HERE
and Order\Status is equal to Confirmed
and Arrival date is on or after today
Results fields to display:
Name
Important notes
Itineraries\Items\Name
Arrival area
Added by user name
Order\Reservation\Itineraries\Leader name
Itineraries\Group type
Arrival date
Itineraries\Items\Start time
Itineraries\Items\End time
Reservation record
Save the query
- Click on the "Preview results".
- Verify you receive fewer than 15k rows.
- Click on the "Set save options".
- Enter the name of the query.
- On the bottom right, click on "Save and close".
Export the query
- Click on the "Get OData link."
- Copy the OData link to use in the next step.
Step 2: Create a calendar
Log in to the SGS application
- Log in to the SGS application.
- Click on “Calendar Builder”.
- Click on “Create Calendar”.
Follow the steps in the dialog
- Add OData link.
- Select “Express - Auto map the fields from Altru to your Calendar” to have the calendar pre-configured.
- Click on “Create Calendar”.
Step 3: Settings
Disable the following options:
- Real-time updates
- Public calendar
- Link to Altru Forms
- Open links in a new window
- Display “More” option
- Display checkbox filters
- Show sold-out events
Map the query to the fields
- Click on the gear next to the query.
- Click on “Load default”.
- Verify the mapping matches the query.
- Adjust the mapping to match the organization's needs.
- Click on “Save”.
The mapping fields are based on our recommendation. They can be adjusted as needed.
Step 4: Test calendar
- Click on “Preview”.
- Select an event based on a date.
- Click on the event.
- Verify correct event form is shown.
Step 5: Enable calendar
Enable the calendar
- Click on “Settings”.
- Enable the “Real-time updates” option.
- Click on “Save settings”.
Step 6: Maintenance
Once you have enabled your calendar, you can continue to monitor for data and any errors using the “Activity” tab.
Review activity
- Click on “SYNC Activity”.
- Click on the calendar icon in the top left.
- Select a date.
- Verify calendar data is arriving.
Review events
- Click on “Preview”.
- Verify events are populating.
- Click on an event.
- Verify webform links are working.
If your links are not working, verify that you published your webform events in Altru. After publishing, clear the cache in settings.
Continue to monitor the size of your queries. If a query size gets close to 15,000 records, create a new query.
The 'Activity' tab serves as an essential tool for monitoring data and errors once the calendar is enabled.
Review activity
- Click on “SYNC Activity”.
- Click on the calendar icon in the top left.
- Select a date.
- Verify calendar data is arriving.
Review events
- Click on “Preview”.
- Verify events are populating.
- Click on an event.
- Verify webform links are working.
Users should ensure that all relevant events are fully published in Altru. If the Calendar Builder fails to reflect these changes, clearing the cache within the platform settings will force a data update.
Continue to monitor the size of the queries. If a query size gets close to 15,000 records, create a new query.
Field trip calendar
67452223faffbb5b3516494b
67e7f0a8a44cc41eebaa7491
"\nDisplay field trips scheduled on or after today. This calendar is private only for the organization's staff. The calendar is not accessible to the public.\n\n**Step 1: Create a query**\n\n\n**Information Library**\n\n- Click on “Analysis”.\n- Click on “Information Library”.\n- Click on “Add an ad-hoc” query.\n- Click on “Reservation” query type.\n- Click on “OK”.\n- Remove “Name” from “Results fields to display:”\n\n\n\n\n\n%QUERY_REPLACE%-%7f1a0a29-f0b8-4b19-8430-cfcb7cbb3ba5%\n\n\n**Save the query**\n\n- Click on the \"Preview results\".\n- Verify you receive fewer than 15k rows.\n- Click on the \"Set save options\".\n- Enter the name of the query.\n- On the bottom right, click on \"Save and close\".\n\n\n\n\n**Export the query**\n\n- Click on the \"Get OData link.\"\n- Copy the OData link to use in the next step.\n\n\n\n**Step 2: Create a calendar**\n\n\n**Log in to the SGS application**\n\n- Log in to the SGS application.\n- Click on “Calendar Builder”.\n- Click on “Create Calendar”.\n\n\n\n\n**Follow the steps in the dialog**\n\n- Add OData link.\n- Select “Express - Auto map the fields from Altru to your Calendar” to have the calendar pre-configured.\n- Click on “Create Calendar”.\n\n\n\n**Step 3: Settings**\n\n\n\n**Disable the following options:**\n\n- Real-time updates\n- Public calendar\n- Link to Altru Forms\n- Open links in a new window\n- Display “More” option\n- Display checkbox filters\n- Show sold-out events\n\n**Map the query to the fields**\n\n\n\n- Click on the gear next to the query.\n- Click on “Load default”.\n- Verify the mapping matches the query.\n- Adjust the mapping to match the organization's needs.\n- Click on “Save”.\n\nT> The mapping fields are based on our recommendation. They can be adjusted as needed.\n\n**Step 4: Test calendar**\n\n\n- Click on “Preview”.\n- Select an event based on a date.\n- Click on the event.\n- Verify correct event form is shown.\n\n\n\n**Step 5: Enable calendar**\n\n**Enable the calendar**\n\n- Click on “Settings”.\n- Enable the “Real-time updates” option.\n- Click on “Save settings”.\n\n**Step 6: Maintenance**\n\n\nOnce you have enabled your calendar, you can continue to monitor for data and any errors using the “Activity” tab.\n\n**Review activity**\n\n- Click on “SYNC Activity”.\n- Click on the calendar icon in the top left.\n- Select a date.\n- Verify calendar data is arriving.\n\n**Review events**\n\n- Click on “Preview”.\n- Verify events are populating.\n- Click on an event.\n- Verify webform links are working.\n\nT> If your links are not working, verify that you published your webform events in Altru. After publishing, clear the cache in settings.\n\nContinue to monitor the size of your queries. If a query size gets close to 15,000 records, create a new query.\n\n\n\nThe 'Activity' tab serves as an essential tool for monitoring data and errors once the calendar is enabled.\n\n**Review activity**\n\n- Click on “SYNC Activity”.\n- Click on the calendar icon in the top left.\n- Select a date.\n- Verify calendar data is arriving.\n\n**Review events**\n\n- Click on “Preview”.\n- Verify events are populating.\n- Click on an event.\n- Verify webform links are working.\n\nT> Users should ensure that all relevant events are fully published in Altru. If the Calendar Builder fails to reflect these changes, clearing the cache within the platform settings will force a data update.\n\nContinue to monitor the size of the queries. If a query size gets close to 15,000 records, create a new query.\n\n"