Field reference
Event
How to use Event in Calendar: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create an Event with dates, participants and a clear subject. Use Calendar View to compare availability and review event details. Calendar entries and meeting links serve different purposes: an event schedules the activity, while the collaboration meeting hosts the conversation.
This page is a record page in Home → Calendar. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Subject, Event Type, Starts on.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Event from Home → Calendar, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Subjectsubject | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Event Categoryevent_category | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Event Typeevent_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Colorcolor | Color Optional | Complete the value according to the field label and the record’s validation rules. |
Repeat this Eventrepeat_this_event | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Locationlocation | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Starts onstarts_on | Datetime Required | Record the date and time in the configured system/user time zone. |
Ends onends_on | Datetime Optional | Record the date and time in the configured system/user time zone. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Sendersender | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Attendingattending | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
All Dayall_day | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sync with Google Calendarsync_with_google_calendar | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Add Video Conferencingadd_video_conferencing | Check Optional | via Google Meet |
Google Calendargoogle_calendar | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Google Calendar |
Google Calendar IDgoogle_calendar_id | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Google Calendar Event IDgoogle_calendar_event_id | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Google Meet Linkgoogle_meet_link | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Pulled from Google Calendarpulled_from_google_calendar | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Repeat Onrepeat_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Repeat Tillrepeat_till | Date Optional | Leave blank to repeat always |
Mondaymonday | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Tuesdaytuesday | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Wednesdaywednesday | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Thursdaythursday | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Fridayfriday | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Saturdaysaturday | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sundaysunday | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Schedule typenexcom_schedule_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
NexCom meeting linknexcom_meeting_url | Data Optional | Create a link with the toolbar button, save, then share with authorized participants. Meeting host authentication remains required. |
Event Participantsevent_participants | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Event Participants |
Reference Document Typereference_doctype | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Reference Docreference_docname | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Linkslinks | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Dynamic Link |
Send an email reminder in the morningsend_reminder | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Notificationsnotifications | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Event Notifications |
Child tables
Event Participants — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Reference Document Typereference_doctype | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Reference Namereference_docname | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Emailemail | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Attendingattending | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Links — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Link Document Typelink_doctype | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Link Namelink_name | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Link Titlelink_title | Read Only Optional · Read-only | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Notifications — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Typetype | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Beforebefore | Int Optional | Enter a whole-number value. |
Intervalinterval | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Timetime | Time Optional | Record the time in the format accepted by the field. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.