View Records in a Calendar View

In this video, we’re going to look at how we can view our records in a Tap Forms 5 in a calendar view. Let’s go to my Mac.

So I have my form here called my Albums. One of the fields in here is when I purchased the album. If I scroll up here, you’re going to see I have Date Purchased. When you have a field that has a date or is a date, what you’re able to do is view that in a calendar. How do we do that? We go up to our views here and then you’re going to see Calendar. When I click on this, we have a calendar.

Now the first thing you’ll need to do is tell Tap Forms 5 which field is your date. To do that, you just go over to Arrange By. And when you click on it, you’ll be able to select from all of your date fields. Now, I only have one date field in here. This is why it’s just Date Purchased. But if you had multiple fields in there, where they were of a date type, what you’d have to do a select which field you want to use to show on the calendar. So now what I’m able to do is view which albums I purchased on a specific date. So it can see on the ninth here, I purchased two albums. When I click on that date to select it, over on the right in our columns, we can see all the records for that specific date. So these are the two albums that I purchased. If I click on the fourth here, I can see the one album that I purchased.

When you do select a record, I have Hey Jude here selected, below our calendar we do have all of the details of that record, much like our multi column view. So I can scroll up here and view all of the details.

Now, if you want to hide this column, you can click on this arrow and it hides it, but I recommend showing that column. So now I’m going to click on this arrow again, and I’m looking at my column. That way, when I click on a date, I’m able to see all the records in that date.

So that’s how we can view our records in a calendar in Tap Forms 5. We do have to have a field that is a date field. To view your records for a specific day, you just go to our calendar view at the top in the toolbar. And then you tell Tap Forms 5 which field you’re using for your date. Once you do that, click on that date, and you can see all of the records in that date over in a column view. Select any one of those records to see details about that record below the calendar.

So that’s how we can view our records and a calendar under view in Tap Forms 5 on the Mac.