Active Scheduler in Portals
  • 10 Apr 2024
  • 1 minute read
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Active Scheduler in Portals

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Article Summary

This article outlines the creation of a portal that includes active scheduler.

Portals employing active scheduler require multiple tabs. Each tab corresponds with a staff member that hosts appointments, displaying their available timeslots and associated content.

๐Ÿ“ If adding active scheduler tabs to an existing portal:

As noted in the portal tab documentation, you will need to create a new default view with just the tab framework, and then make adjustments to your existing method. The former default view and method (pre-tabs) will become a view associated with a tab method. 

Before getting underway, you'll need to create tabs in your portal if you haven't already.

Use a multiple column layout to display the information associated to your staffโ€™s appointments. Within this layout, Slate allows you to display an active scheduler widget within a view.  This can be accomplished in a couple of ways:

Option 1: Inside a static content part of the layout

Start by pulling in a static content part, then adding the active scheduler widget as many times as needed to display the available appointments and timeslots.

Inside_static_content_part.png


Option 2: A button that produces a pop-up

Below are how available timeslots can be displayed within a button, as a pop-up. The pop-up contains the active scheduler widgets and timeslot information for students to select and register.

Pop-ups in portals can provide users with additional information without crowding or cluttering up the main portal page.

Button_with_Popup.png

๐Ÿ“– Further reading

Read more on portal pop-ups.

Option 3: Remove button

A third option removes the button all together, leaving active scheduler widgets in the body of the view. This allows students to select dates and times and to register directly from the view, without the need for a popup.

Add our sample portal to your database

Try a Slate example

Our sample active scheduler portal can be added to Slate with Briefcase by using the following Briefcase ID:

0d89b90c-0a81-8e27-f74d-7508b0bc7a14@slate-portals-test

Associated rules, conditional logic, and the body of form communications will not import with the briefcase. Be sure to recreate and test form logic and communications to be sure that the portal is behaving as expected.  

๐Ÿ“– Further reading


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