Creating and editing calendar events

This article covers the Add Event, Add Recurring Event, and edit flows that open from calendar actions (the address bar may show parameters such as action=addEvent while a modal is open).

Written By Ryan Wagner

Last updated About 1 month ago


Where to start

  • Use Add Event or Add Recurring Event from the floating menu on Inspector Calendar or Office Calendar.

  • Editing is opened from the calendar when you choose an existing event or recurring series; the app may add action, eventId, or occurrenceDate details to the address bar while you work.

When the modals appear

  • When you click Add Event or Add Recurring Event, the event modal opens right away.

  • When you edit a normal (one-time) event, the edit modal opens directly.

  • When you edit a recurring event, you will first see Edit Recurring Event and choose:

    • This event (change only that one date)

    • All events (change the full series)

  • After you choose and click Continue, the full edit form opens.

Add or edit a one-time event

  • Modal title: Add Calendar Event or Edit Calendar Event.

  • Primary button: Save or Update.

  • Toggle group when adding: Event vs Recurring Event (only for new items).

  • Form fields:

    • Name (required; validation Event Name Is Required)

    • Employee picker (validation Employee is required) — multiple selection; on the inspector calendar the control targets inspectors; on the office calendar it targets office staff

    • Description

    • Set Times heading

    • Start Date/Time

    • End Date/Time

  • While loading existing data: spinner Loading event data...

  • Success message: Success — Events Created Successfully or Event Updated Successfully

  • Error message: Error Creating Event / Error Updating Event

Add or edit a recurring event

  • Same modal shell with Event / Recurring Event toggles when creating.

  • Sections include Name, employee picker, Description, Set Recurring Event, then tabs:

    • Daily — explanatory text: The Event will reoccur everyday at the below times.

    • Weekly — Which Days Should This Event Repeat? (tooltip: Select the days the event repeats on each week.)

    • Monthly — Repeat Monthly By with Date of month or Week & Weekday, and fields such as Date Of The Month (1-31) when applicable

  • Start Time and End Time

  • Spinner ‘Loading event data...’ while fetching

  • Create success: Success — Event Created Successfully

  • Update success messages:

    • This occurrence has been updated. (single occurrence)

    • All events in the series have been updated. (entire series)

Edit recurring: choose scope

  • Modal Edit Recurring Event explains: This is a recurring event. How would you like to edit it?

  • Options: This event or All events

  • Continue proceeds; closing without continuing clears the query back to ?

After you save

  • The modal closes and extra parameters are cleared from the address bar; the calendar shows updated events after refresh.

Caveats

  • The recurring tab control’s accessibility label is spelled Reoccuring Options in the product.

  • Closing the modal clears the open-event state—unsaved changes are discarded when you close without saving.

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