Agenda Module (Events)

The HtkDoli Calendar module allows you to view and manage your events, appointments and planned actions directly from the application.

Interface and Features

The Calendar module interface is designed to give you a clear view of your schedule and allow you to easily interact with your events.

Events list: View all your events in list form. The filter menu also offers the Hide automatic events toggle (those Dolibarr creates itself, for example when an invoice is validated).
Long press on an event: Directions (if a location is set, opens Maps), Mark as completed (event not completed), then Edit and Delete.
Event details: Access complete information about an event: title, description, location, start and end dates, all-day flag, availability (busy/free), progress, participants, as well as links to other business objects (third party, project, task).
Calendar Representation: Events are integrated into a unified interface making it easy to distinguish between different types of actions (for example, an event versus a task).
Documents: View documents attached to an event and add new attachments.
Add to calendar: The app prepares a calendar file and offers it for sharing. Pick Calendar and the system shows the event for you to add. Two useful consequences: the app asks for no calendar permission at all — it cannot read your calendar, and does not need to —, and you can do something else with the file, such as sending it to a colleague who will add it on their side. The gesture also works on Mac, which it did not before.

Creation: Create new events by providing the title, type, location, description, dates, all-day option and availability.
Update: Edit existing events to reflect schedule or progress changes.
Participants: Assign one or more users to the event and associate contacts of the linked third party.

The HtkDoli Agenda module reflects the business logic defined in your Dolibarr instance.

Progress: The progress of an event is followed by a percentage (from 0 to 100). An event whose progress reaches 100% is considered completed.
Event Type: You can categorize your events using type codes (typeCode), corresponding to the action types configured in Dolibarr.
Business Links: An event can be linked to a Third Party (customer/prospect/supplier), to a Project and to a Task of that project, thus making it possible to centralize the monitoring of interactions with a contact or within the framework of a specific project.
Planning: An event can be marked as taking place over the whole day, and its availability can be set to "Busy" (unavailable) or "Free".
Participants: Users can be assigned to the event and contacts of the linked third party can be associated with it.

⚠️ Some characteristics of a Dolibarr event cannot be edited from HtkDoli, due to the limitations of the Dolibarr REST API:

Resource: associating a resource with an event is not supported.
Categories (tags): event categories cannot be managed.
Recurrence (series): creating recurring events is not possible. If a recurring event already exists on the server, its recurrence rule is shown as read-only in the detail view.

HtkDoli supports creating events locally. Events created offline will be assigned a temporary ID and will be synchronized with your Dolibarr server as soon as a connection is established.

2 screenshots — click to enlarge