Administrators » Administration Menu » Business Calendar


Business Calendar

Quick Links

The Business Calendar feature enables you to define your company's working days and hours, holidays, and exceptional working and non-working days that are also considered non-working days. You can then use the calendar when configuring Service Level Agreements (SLAs) to track time against this calendar. See SLA for more information.

You can set the default business calendar for a company by going to Setup > Users > Companies and selecting the Edit button.  You can also override a user's preferred business calendar by going to Setup > Users > Users and selecting Edit from the Actions menu.

Go to Setup > Administration > Business Calendar to open the Business Calendar workspace.

Manage Business Calendars

[Back to top]

When you open the Business Calendar workspace, Workflow displays a list of existing business calendars.

You can use the Edit button to update the business calendar's properties.

Select the Actions icon  to execute the following actions:

  • Clone: Clone the object and its properties.

  • Download Data: Export data for backup or to import into another tenant. A Workflow Backup file (WFB) downloads with your project. You can then import the file into another tenant using the Migration Manager
  • Delete: Delete the object. You cannot delete objects that are used in default settings, or objects that are in use.  

Workflow identifies the default business calendar by appending the calendar name with [Default]. 

Create New Business Calendar

[Back to top]

To create a new business calendar:

  1. Go to Setup > Administration > Business Calendar and click the Add New link.
  2. Complete the form fields on the Basic tab: 
    • Name: Enter a name.

    • Enable the Use as default option to make this the new default business calendar.
    • System ID: A unique identifier, automatically generated when you name an object. You can use this identifier to reference an object in scripts, templates, tags, and through the API. You can change the System ID by selecting the pencil icon. Use caution when changing the ID as it can affect existing scripts associated with the object. For more information, see System ID.

    • Description: Add a brief description. This is used as an internal note for administrators.
    • Country: Select from the list of countries, or start typing your country to filter the list.
    • Time Zone: Select from the list of time zones, or start typing to filter the list. 
    • Working Time: Select from these options:
      • Same working hours for all days
      • Different working hours for each day
    • Working Days: Select each day that is a working day.
    • Working Hours: Select the beginning and ending working hours for all days, or each day, depending on your Working Time settings. 
    • Holidays: Select holiday dates that will be considered non-working hours by the SLA feature. You can remove holidays from the list by clicking the Delete icons. Click the calendar widget to add these types of holiday dates: 
      • Recurrent: These dates will affect the calendar every year for the selected date until you remove it from the list. We denote recurrent holidays with an asterisk (*).  
      • Specific: these holidays will continue to show on the Holidays list, but will only affect the calendar on the specific date you choose. 
  3. Complete these fields on the Advanced tab: 
    • Working Day Exceptions: Select exception dates that will be considered non-working days by the SLA feature. You can remove dates from the list by clicking the Delete icons. 
    • Working Day Exception Hours: Select the beginning and ending working hours for the working day exception.
  4. Click Save to finish creating your new business calendar.

Filter Business Calendars

[Back to top]

Workflow provides a Filter feature that enables you to find specific data using queries. The available filter parameters depend on the workspace you are searching from. The Business Calendar feature enables you to filter by the Name parameter.

For detailed information and more examples for creating simple and complex queries, see Search & Filter Data.