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.
Views and Consultation
- Events list: View all your events in list form.
- Event details: Access complete information about an event, including its title, description, location, start and end dates, progress, as well as links to other business objects.
- 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).
Creation and Modification
- Quick addition: Create new events by providing essential information (title, description, dates, location).
- Update: Edit existing events to reflect schedule or progress changes.
Business Behavior and Dolibarr
The HtkDoli Agenda module reflects the business logic defined in your Dolibarr instance.
Event Properties
- 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) or to a Project, thus making it possible to centralize the monitoring of interactions with a contact or within the framework of a specific project.
Offline Operation (Offline-First)
- 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.