Calendar event workflow updates

Calendar event flows support both single events and recurring series edits without leaving the calendar context.

Written By Ryan Wagner

Last updated About 1 month ago


Where to find it

  • Open Calendar.

  • Use the calendar menu actions Add Event or Add Recurring Event.

  • Edit events from existing calendar event modals.

When you can use it

  • Use this flow when creating calendar blocks or adjusting existing events.

  • Use recurring edit scope controls when a series needs either a one-off fix or a series-wide change.

What you can do

Add/Edit modal basics

Both event types use the same modal framework:

  • Modal title changes between Add Calendar Event and Edit Calendar Event.

  • Submit action changes between Save (create) and Update (edit).

  • In create mode, you can switch between:

    • Event

    • Recurring Event

Event (single event) options

In the Event form, you can set:

  • Name

  • Employee/assignee selection

  • Description

  • Start Date/Time

  • End Date/Time

Recurring Event options

In the Recurring Event form, you can set:

  • Name

  • Employee selection

  • Description

  • Recurrence pattern under Set Recurring Event:

    • Daily

    • Weekly with Which Days Should This Event Repeat?

    • Monthly, with Repeat Monthly By:

      • Date of month

      • Week & Weekday

  • Time window under Set Times:

    • Start Time

    • End Time

Recurring edit scope choices

When editing a recurring event, the modal asks how broadly to apply changes:

  • This event

  • All events

Scope behavior:

  • This event updates only the selected occurrence.

  • All events applies updates to the recurring series.

  • In single-occurrence edit mode, recurring pattern controls are hidden because you are editing just one instance.

After you save

  • Saving with This event updates only that occurrence.

  • Saving with All events updates the full series.

  • Save is blocked if end time is before start time until time order is corrected.

Caveats

  • All events can affect many rows and assignments, so use it carefully.

  • Locked events may block movement/editing and can show lock warnings in edit flows.

  • In monthly recurrence mode, invalid monthly selections must be corrected before save.

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