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Document Calendar imports
Summary: Ref T10747. - Adds import documentation. - Adds import/export docs to the help menu. - Removes some weird/old/out-of-date information from the general user guide, which I'll rewrite later. Test Plan: Read documentation somewhat thoroughly. Reviewers: chad Reviewed By: chad Maniphest Tasks: T10747 Differential Revision: https://secure.phabricator.com/D16766
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@ -104,6 +104,16 @@ final class PhabricatorCalendarApplication extends PhabricatorApplication {
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'name' => pht('Calendar User Guide'),
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'href' => PhabricatorEnv::getDoclink('Calendar User Guide'),
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),
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array(
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'name' => pht('Importing Events'),
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'href' => PhabricatorEnv::getDoclink(
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'Calendar User Guide: Importing Events'),
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),
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array(
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'name' => pht('Exporting Events'),
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'href' => PhabricatorEnv::getDoclink(
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'Calendar User Guide: Exporting Events'),
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),
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);
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}
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@ -9,75 +9,11 @@ Overview
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IMPORTANT: Calendar is a prototype application. See
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@{article:User Guide: Prototype Applications}.
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The Calendar application is a tool that allows users to schedule group events
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and share personal plans.
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There are several kinds of events you can create:
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Next Steps
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==========
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- Regular events such as a one-time meeting or a personal appointment.
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- All day events such as a company-wide holiday or a vacation.
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- Recurring events, which can be regular or all day, such as a weekly 1-1 or
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a birthday.
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Continue by:
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Editing Events
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==============
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All fields of basic and all day events can be edited after the event has been
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created.
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Every instance of a recurring event has an index that maintains its place in
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the sequence order. Before an instance of a recurring event is edited, it is
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considered a ghost event, or a placeholder. This means that there is no
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database entry for that instance. Rather, when querying for events, if a
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recurring series of events overlaps with the query range, instance
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placeholders of that recurring event are generated and are displayed for
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that range. If a placeholder instance of a recurring event is edited, a real
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entry in the database is created and all changes are saved. When that
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instance falls within a query range, the real instance event replaces the
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old placeholder instance.
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To prevent disordering of the recurring sequence of events, parent recurring
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events do not allow editing of date-related fields like recurrence frequency
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and recurrence start and end dates. If all instances of the recurring event
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need to be rescheduled, users are encouraged to cancel a recurring event and
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create a new recurring event with the revised date and time.
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Cancelling Events
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=================
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Cancelling basic events will hide that event from most of the builtin Calendar
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queries, unless the query specifies to display cancelled events.
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There are two ways to cancel an instance of a recurring event.
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- Cancel an instance of a recurring event.
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- Cancel the entire series of a recurring event.
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Cancelling a placeholder instance of a recurring event will create a real
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cancelled event that will replace the placeholder instance. Consequently,
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the cancellation status of that instance of the recurring event will
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persist if the parent event is cancelled and subsequently reinstated.
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When an entire series of a recurring event is cancelled, all the placeholder
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and real instances are also cancelled. An entire series can similarly be
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reinstated, but it is currently not possible to reinstate an instance of a
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cancelled recurring event series. To reinstate that instance, the entire
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series must be reinstated. If an instance of a recurring event has been
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cancelled, then the entire recurring event series is also cancelled,
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reinstating the series will not reinstate the previously cancelled instances
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of that event.
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Commenting On Recurring Events
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==============================
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If a placeholder instance of a recurring event has not been converted to a
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real instance of the series as a result of editing or cancelling, commenting on
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that placeholder instance does not currently save a draft for that instance
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only. The draft is saved for the recurring event parent, so the parent
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recurring event and all placeholder instances will show that draft. When a
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comment is actually added to a placeholder instance, the instance is converted
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to a recurrence exception, and the comment will only appear on that instance
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of the recurring event.
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- importing events with @{article:Calendar User Guide: Importing Events}; or
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- exporting events with @{article:Calendar User Guide: Exporting Events}.
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132
src/docs/user/userguide/calendar_imports.diviner
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132
src/docs/user/userguide/calendar_imports.diviner
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@ -0,0 +1,132 @@
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@title Calendar User Guide: Importing Events
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@group userguide
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Importing events from other calendars.
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Overview
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========
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IMPORTANT: Calendar is a prototype application. See
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@{article:User Guide: Prototype Applications}.
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You can import events into Phabricator to other calendar applications or from
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`.ics` files. This document will guide you through how to importe event data
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into Phabricator.
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When you import events from another application, they can not be edited in
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Phabricator. Importing events allows you to share events or keep track of
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events from different sources, but does not let you edit events from other
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applications in Phabricator.
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Import Policies
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===============
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When you import events, you select a visibility policy for the import. By
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default, imported events are only visible to you (the user importing them).
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To share imported events with other users, make the import **Visible To**
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a wider set of users, like "All Users".
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Importing `.ics` Files
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======================
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`.ics` files contain information about events, usually either about a single
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event or an entire event calendar.
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If you have an event or calendar in `.ics` format, you can import it into
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Phabricator in two ways:
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- Navigate to {nav Calendar > Imports > Import Events > Import .ics File}.
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- Drag and drop the file onto a Calendar.
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This will create a copy of the event in Phabricator.
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If you want to update an imported event later, just repeat this process. The
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event will be updated with the latest information.
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Many applications send `.ics` files as email attachments. You can import these
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into Phabricator.
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.ics Files: Google Calendar
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===========================
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In **Google Calendar**, you can generate a `.ics` file for a calendar by
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clicking the dropdown menu next to the calendar and selecting
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{nav Calendar Settings > Export Calendar > Export this calendar}.
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.ics Files: Calendar.app
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========================
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In **Calendar.app**, you can generate an `.ics` file for a calendar by
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selecting the calendar, then selecting {nav File > Export > Export...} and
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saving the calendar as a `.ics` file.
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You can also convert an individual event into an `.ics` file by dragging it
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from the calendar to your desktop (or any other folder).
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When you import an event using an `.ics` file, Phabricator can not
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automatically keep the event up to date. You'll need to repeat the process if
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there are changes to the event or calendar later, so Phabricator can learn
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about the updates.
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Importing .ics URIs
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=====================
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If you have a calendar in another application that supports publishing a
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`.ics` URI, you can subscribe to it in Phabricator. This will import the entire
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calendar, and can be configured to automatically keep it up to date and in sync
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with the external calendar.
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First, find the subscription URI for the calendar you want to import (see
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below for some guidance on popular calendar applications). Then, browse to
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{nav Calendar > Imports > Import Events > Import .ics URI}.
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When you import a URI, you can choose to enable automatic updates. If you do,
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Phabricator will periodically update the events it imports from this source.
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You can stop this later by turning off the automatic updates or disabling
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the import.
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{icon lock} **Privacy Note**: When you import via URI, the URI often contains
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sensitive information (like a username, password, or secret key) which allows
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anyone who knows it to access private details about events. Anyone who can edit
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the import will also be able to view and edit the URI, so make sure you don't
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grant edit access to users who should not have access to the event details.
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.ics URIs: Google Calendar
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==========================
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In **Google Calendar**, you can get the subscription URI for a calendar
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by selecting {nav Calendar Settings} from the dropdown next to the calendar,
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then copying the URL from the {nav ICAL} link under **Private Address**. This
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URI provides access to all event details, including private information.
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You may need to adjust the sharing and visibility settings for the calendar
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before this option is available.
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Alternatively, you can use the URI from the {nav ICAL} link under
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**Calendar Address** to access a more limited set of event details. You can
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configure which details are available by configuring how the calendar is
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shared.
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.ics URIs: Calendar.app
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=======================
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**Calendar.app** does not support subscriptions via `.ics` URIs.
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You can export a calendar as an `.ics` file by following the steps above, but
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Phabricator can not automatically keep events imported in this way up to date.
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Next Steps
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==========
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Continue by:
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- returning to the @{article:Calendar User Guide}.
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