| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to add and configure the Calendar component in the Portal Builder, including worksheet setup, date configuration, and the portal user calendar experience.
The Calendar component presents events stored in the platform in a calendar-based layout, making it easy for portal users to track procedural steps, deadlines, and key milestones. Events are drawn from a configured worksheet containing date-based data and can be filtered, sorted, and displayed using predefined cards and forms.
Multiple calendar views — month, week, day, or agenda — give portal users flexibility in how they review upcoming and past events. The worksheet and date column are mandatory configuration requirements; without them, the Calendar component cannot be completed.
Preparing required components in the platform
Before configuring the Calendar component, ensure the following are created in the platform:
- A worksheet containing date-based fields.
- At least one card for displaying records.
- (Optional) A form if record detail views are required.
Adding a Calendar component
- Open the Portal Builder.
- Add the Calendar component to the desired location on the page.
- Open the Properties tab to configure settings.
Configuring Calendar properties
Configure the following options in the Properties tab:
| Option | Description |
|---|---|
| Heading | Header text for the Calendar component (maximum 100 characters). |
| Worksheet | Required. Source worksheet containing the event data. |
| Filter | Apply filters such as date, party responsible, procedural step, status, date added, added by, date updated, or updated by. |
| Card | Required. Determines how records appear in the calendar view. |
| Form | Optional form view for displaying detailed event information. |
| Date column | Required. Select event date, date added, or date updated. Event date is recommended. |
| Primary sort field: Field | Choose a field to control primary sorting. |
| Primary sort field: Order | Set sorting to A–Z or Z–A. |
| Calendar view | Default view: month, week, day, or agenda. |
| Height | Set the display area to fit to content, at least half a page, or at least a full page. |
Example: Configure a calendar titled Procedural Timetable using the event date column and a card designed to show deadlines and responsible parties.
How the Calendar component appears to portal users
When viewed by portal users, the heading appears at the top of the component. The Find option allows searching events using metadata, and More enables advanced filtering for more precise navigation. Events display according to the selected card layout.
Portal users can:
- View today's events.
- Navigate to previous or next periods using the back and next controls.
- Select a specific date using the calendar icon.
- Switch between month, week, day, and agenda views.
Example: A portal user switches to agenda view to see a chronological list of upcoming procedural deadlines.
Related links
Related documentation
Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.
How to contact us
To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.