Active Scheduler in Portals
- 12 Sep 2024
- 1 minute read
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Active Scheduler in Portals
- Updated 12 Sep 2024
- 1 minute read
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- PDF
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This article outlines the creation of a portal that includes Active Scheduler.
✅ Best Practice
Portals employing Active Scheduler should use separate views, with one Active Scheduler widget per view. This is best accomplished using portal tabs.
Use a multiple column layout to display the information associated to your staff’s appointments. Within this layout, Slate allows you to display an active scheduler widget within a view.
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.
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.
📖 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.
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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-testAssociated 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.
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