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V24.2

Appointment Forms and Tooltips

  • 19 minutes to read

The DevExpress Blazor Scheduler allows you to fully customize appointment forms and tooltips. This topic describes default forms and tooltips and shows how you can customize their appearance and embed predefined/custom layout items and buttons.

Run Demo: Scheduler - Custom Appointment Form

Run Demo: Scheduler - Appointment Tooltip Template

Watch Video: Scheduler - Customization

Default Appointment Tooltip

The DevExpress Blazor Scheduler shows a tooltip when a user clicks an appointment. The tooltip’s header contains the following buttons: Show Edit Form, Delete Appointment, Close Appointment, and Restore Occurence (for appointments with changed occurence). The tooltip’s body can display the appointment subject, start date, end date, location, description, and resource (if these properties are specified).

Scheduler - Default appointment tooltip

You can customize the tooltip’s body and header.

You can also hide the tooltip (set the ShowAppointmentTooltip property to false).

Custom Appointment Tooltip

You can use AppointmentTooltipTemplate and AppointmentTooltipHeaderTemplate properties to customize a tooltip’s body and header. These properties accept a SchedulerAppointmentTooltipInfo object as the context parameter. Use the context parameter to access appointment data.

You can add predefined or custom buttons to appointment tooltip templates.

The following code snippet creates a custom tooltip. The tooltip header displays the appointment’s subject (context.Appointment.Subject), the accepted status if it’s true, and predefined buttons. The tooltip body displays the appointment’s subject (context.Appointment.Subject) and resource (context.Resource.Caption).

@using Data

<DxScheduler StartDate="@DateTime.Today" 
             DataStorage="@DataStorage"
             GroupType="SchedulerGroupType.Date"
             ShowAppointmentTooltip = "true">
    <Views>
        <DxSchedulerDayView DayCount="2" ShowWorkTimeOnly="true"/>
    </Views>
    <AppointmentTooltipHeaderTemplate>
        <div class="tooltip-text-header">@context.Appointment.Subject</div>
        @if (IsAccepted(context))
        {
            <div style="margin-right: .3em;">(Accepted)</div>
        }
        <DxSchedulerShowAppointmentCompactFormButton></DxSchedulerShowAppointmentCompactFormButton>
        <DxSchedulerDeleteAppointmentButton></DxSchedulerDeleteAppointmentButton>
        <DxSchedulerCloseAppointmentButton></DxSchedulerCloseAppointmentButton>
    </AppointmentTooltipHeaderTemplate>
    <AppointmentTooltipTemplate>
        <span style="vertical-align: middle;">
            @context.Appointment.Subject
        </span>
        @if (context.Resource != null)
        {
            <span style="vertical-align: middle;">
                (@context.Resource.Caption)
            </span>
        }
    </AppointmentTooltipTemplate>
</DxScheduler>

@code {
    DxSchedulerDataStorage DataStorage = new DxSchedulerDataStorage() {
            AppointmentsSource = ResourceAppointmentCollection.GetAppointments(),
            AppointmentMappings = new DxSchedulerAppointmentMappings() {
                Type = "AppointmentType",
                Start = "StartDate",
                End = "EndDate",
                Subject = "Caption",
                AllDay = "AllDay",
                Location = "Location",
                Description = "Description",
                LabelId = "Label",
                StatusId = "Status",
                RecurrenceInfo = "Recurrence",
                ResourceId = "ResourceId",
                CustomFieldMappings = new List<DxSchedulerCustomFieldMapping> {
                new DxSchedulerCustomFieldMapping{ Name = "Accepted", Mapping = "Accepted" }
            }
            },
            ResourcesSource = ResourceAppointmentCollection.GetResourcesForGrouping(),
            ResourceMappings = new DxSchedulerResourceMappings() {
                Id = "Id",
                Caption = "Name",
                BackgroundCssClass = "BackgroundCss",
                TextCssClass = "TextCss"
            }
        };
    bool IsAccepted(SchedulerAppointmentTooltipInfo tooltipInfo) => 
        (bool)tooltipInfo.CustomFields["Accepted"];
}

<style>
    .tooltip-text-header {
        margin-right: auto;
        text-overflow: ellipsis;
        overflow: hidden;
        white-space: nowrap;
    }
</style>

Scheduler - A custom appointment tooltip

Run Demo: Scheduler - Appointment Tooltip Template

Default Appointment Form

A Scheduler can show two forms when users create and edit appointments:

  • The compact edit form - Appears when a user creates or edits an appointment.
  • The extended edit form - Opens when a user clicks the expand button in the compact edit form.

Use the AppointmentFormMode property to specify which form is available for users.

@using Data

<DxScheduler StartDate="@DateTime.Today"
             DataStorage="@DataStorage"
             AppointmentFormMode="SchedulerAppointmentFormMode.EditForm">
    <DxSchedulerWeekView/>
</DxScheduler>

@code {
    DxSchedulerDataStorage DataStorage = new DxSchedulerDataStorage() {
        AppointmentsSource = AppointmentCollection.GetAppointments(),
        AppointmentMappings = new DxSchedulerAppointmentMappings() {
            Type = "AppointmentType",
            Start = "StartDate",
            End = "EndDate",
            Subject = "Caption",
            AllDay = "AllDay",
            Location = "Location",
            Description = "Description",
            LabelId = "Label",
            StatusId = "Status",
            RecurrenceInfo = "Recurrence"
        }
    };
}

You can change the Repeat item list in default appointment forms. Refer to Specify Available Recurrence Modes.

You can also create a custom appointment form.

Custom Appointment Form

Use the following properties to create a custom appointment edit form:

You can use predefined and custom layout items to construct the layout in the same way as when you use the DxFormLayout component.

You can also add predefined and custom buttons to appointment forms and their headers.

Run Demo: Scheduler - Custom Appointment Form

Watch Video: Scheduler - Customization

Predefined Layout Items

You can add the following predefined layout items to set up the layout. They correspond to the items of the default appointment form.

<DxScheduler StartDate="@DateTime.Today"
             DataStorage="@DataStorage"
             ActiveViewType="SchedulerViewType.WorkWeek">
    <Views>
        <DxSchedulerWorkWeekView VisibleTime="@(new DxSchedulerTimeSpanRange(TimeSpan.FromHours(8), 
                                 TimeSpan.FromHours(19)))">
            @*...*@
        </DxSchedulerWorkWeekView>
    </Views>
    <AppointmentFormLayout >
        <DxSchedulerSubjectFormLayoutItem/>
        <DxSchedulerAllDayFormLayoutItem/>
        <DxSchedulerStartDateFormLayoutItem/>
        <DxSchedulerStartTimeFormLayoutItem/>
        <DxSchedulerEndDateFormLayoutItem/>
        <DxSchedulerEndTimeFormLayoutItem/>
        <DxSchedulerRepeatFormLayoutItem/>
        <DxSchedulerLocationFormLayoutItem/>
        <DxSchedulerLabelFormLayoutItem/>
        <DxSchedulerStatusFormLayoutItem/>
        <DxSchedulerResourceFormLayoutItem/>
        <DxSchedulerDescriptionFormLayoutItem/>
    </AppointmentFormLayout>
</DxScheduler>

You can customize settings of these predefined items. For instance, show or hide an icon, assign a custom icon, change a caption, and much more. Refer to an item’s member list for more information.

Custom Layout Items

If predefined items do not suit your requirements, you can use a custom layout item. Add a DxSchedulerCustomFormLayoutItem to the form layout and use its Template property to define item content. For example, you can display an editor for a custom appointment property.

AppointmentFormLayout and AppointmentCompactFormLayout accept a SchedulerAppointmentFormInfo object as the Context parameter. You can use this parameter in the layout item template to obtain information about appointment settings.

If appointments contain custom properties, implement a SchedulerAppointmentFormInfo descendant and declare the corresponding properties in the class. Handle the AppointmentFormShowing event and assign a custom descendant instance to the event’s FormInfo argument.

<DxScheduler StartDate="@DateTime.Today"
             DataStorage="@DataStorage"
             ActiveViewType="SchedulerViewType.WorkWeek"
             AppointmentFormShowing="OnAppointmentFormShowing">
    @*...*@
    <AppointmentFormLayout Context="formInfo">
        @*...*@
        <DxSchedulerCustomFormLayoutItem ColSpanMd="12">
            <Template>
                <div style="margin-left: auto; margin-top: 14px;">
                    <DxCheckBox @bind-Checked="@(((CustomAppointmentFormInfo)formInfo).IsAccepted)" 
                                Alignment="CheckBoxContentAlignment.Right">Accept</DxCheckBox>
                </div>
            </Template>
        </DxSchedulerCustomFormLayoutItem>
    </AppointmentFormLayout>

</DxScheduler>

@code {
    public class CustomAppointmentFormInfo : SchedulerAppointmentFormInfo {
        public CustomAppointmentFormInfo(DxSchedulerAppointmentItem AppointmentItem, 
                DxSchedulerDataStorage DataStorage) : base(AppointmentItem, DataStorage) { }

        public bool IsAccepted {
            get { return (bool)CustomFields["IsAccepted"]; }
            set { CustomFields["IsAccepted"] = value; }
        }
    }

    void OnAppointmentFormShowing(SchedulerAppointmentFormEventArgs args) {
        args.FormInfo = new CustomAppointmentFormInfo(args.Appointment, DataStorage);
    }
    // ...
}

Predefined Buttons

You can add the following predefined buttons to appointment forms, tooltips and their headers:

<DxScheduler StartDate="@DateTime.Today"
             DataStorage="@DataStorage"
             ActiveViewType="SchedulerViewType.WorkWeek">
    <Views>
        <DxSchedulerWorkWeekView VisibleTime="@(new DxSchedulerTimeSpanRange(TimeSpan.FromHours(8), 
                                 TimeSpan.FromHours(19)))">
            @*...*@
        </DxSchedulerWorkWeekView>
    </Views>
    <AppointmentFormHeaderTemplate>
        <DxSchedulerSaveAppointmentChangesButton/>
        <DxSchedulerDeleteAppointmentButton/>
        <DxSchedulerDiscardAppointmentChangesButton/>
    </AppointmentFormHeaderTemplate>
</DxScheduler>

You can customize settings of these predefined buttons. For instance, you can show or hide an icon and change a button’s text or tooltip.

Custom Buttons

If predefined buttons do not suit your requirements, you can create a custom button. Add a DxButton to the form layout or form header, and handle its Click event. You can use the following methods in the handler:

The following code snippet creates a button that closes the edit form.

<DxScheduler StartDate="@DateTime.Today"
             DataStorage="@DataStorage"
             @ref="Scheduler">
    <Views>
        <DxSchedulerWeekView ShowWorkTimeOnly="false"
                             TimeIndicatorVisibility="SchedulerTimeIndicatorVisibility.Never"
                             TimeScale="@(new TimeSpan(0,15,0))"
                             WorkTime="@(new DxSchedulerTimeSpanRange(TimeSpan.FromHours(9), TimeSpan.FromHours(18)))"
                             VisibleTime="@(new DxSchedulerTimeSpanRange(TimeSpan.FromHours(8), TimeSpan.FromHours(19)))">
        </DxSchedulerWeekView>
    </Views>
    <AppointmentFormHeaderTemplate>
        <div class="popup-text-header">@context.Subject</div>
        <DxButton Click="@(() => Scheduler.ClosePopupAsync())"
                  Text="Close"
                  IconCssClass="btn-icon-close"
                  RenderStyle="ButtonRenderStyle.None"
                  CssClass="custom-button">
        </DxButton>
    </AppointmentFormHeaderTemplate>
</DxScheduler>

Form Validation

Follow the steps below to enable appointment form validation:

  1. Implement a SchedulerAppointmentFormInfo class descendant and mark appointment properties with data annotation attributes.
  2. Handle the AppointmentFormShowing event and assign a custom descendant instance to the event argument’s FormInfo property.
  3. Set the Scheduler’s ValidateEditForm property to true.
  4. Add a DxSchedulerCustomFormLayoutItem to the form layout and use the ValidationSummary component in the item template to display validation messages.

Important

You should not rely on form validation alone to secure your Blazor-powered app. Form validation is designed to improve usability. A threat actor can bypass validation and send malicious data to the server. To minimize security related threats/risks, you must validate user input using multiple strategies. Refer to the following topic for more information: Validate User Input.

<DxScheduler StartDate="@DateTime.Today"
             DataStorage="@DataStorage"
             ActiveViewType="SchedulerViewType.WorkWeek"
             AppointmentFormShowing="OnAppointmentFormShowing"
             ValidateEditForm="true">
    @*...*@
    <AppointmentFormLayout>
        @*...*@
        <DxSchedulerCustomFormLayoutItem ColSpanMd="12">
            <Template>
                <ValidationSummary />
            </Template>
        </DxSchedulerCustomFormLayoutItem>
    </AppointmentFormLayout>
</DxScheduler>

@code {
    public class CustomAppointmentFormInfo : SchedulerAppointmentFormInfo {
        public CustomAppointmentFormInfo(DxSchedulerAppointmentItem AppointmentItem, 
                DxSchedulerDataStorage DataStorage) : base(AppointmentItem, DataStorage) { }

        [Required]
        public override string Subject {
            get { return base.Subject; }
            set { base.Subject = value; }
        }
        // ...
    }

    void OnAppointmentFormShowing(SchedulerAppointmentFormEventArgs args) {
        args.FormInfo = new CustomAppointmentFormInfo(args.Appointment, DataStorage);
    }
    // ...
}

Complete Example

The following example demonstrates how to:

  • Add the IsAccepted custom property to appointments as described in the following topic: Custom Fields.
  • Use AppointmentFormLayout and AppointmentCompactFormLayout properties to create a layout for the extended and compact edit forms.
  • Add predefined layout items (Subject, All day, Start, End to both forms; Location and Description to the extended form).
  • Add two custom layout items: the first item displays the IsAccepted property’s editor, the second item shows validation summary.
  • Mark the Subject appointment property with the RequiredAttribute.
  • Set the Scheduler’s ValidateEditForm property to true to enable appointment form validation.
<DxScheduler StartDate="@DateTime.Today"
             DataStorage="@DataStorage"
             ActiveViewType="SchedulerViewType.WorkWeek"
             AppointmentFormShowing="OnAppointmentFormShowing"
             ValidateEditForm="true"
             CssClass="mw-1100">
    <Views>
        <DxSchedulerWorkWeekView VisibleTime="@(new DxSchedulerTimeSpanRange(TimeSpan.FromHours(8), 
                                 TimeSpan.FromHours(19)))">
            <HorizontalAppointmentTemplate>
                <div class="demo-sc-apt @((bool)context.CustomFields["IsAccepted"] ? 
                           "demo-sc-accepted " : "")" style="width: 100%;">
                    <div class="card demo-apt-bg dxbl-purple-color" style="width: 100%;"></div>
                    <div class="card shadow-sm p-1 demo-sc-apt-content text-white" style="width:100%;">
                        @context.Appointment.Subject
                    </div>
                </div>
            </HorizontalAppointmentTemplate>
            <VerticalAppointmentTemplate>
                <div class="shadow-sm demo-sc-apt @((bool)context.CustomFields["IsAccepted"] ? 
                           "demo-sc-accepted" : "")">
                    <div class="card demo-apt-bg dxbl-purple-color"></div>
                    <div class="card demo-sc-apt-content text-white">
                        <div class="card demo-sc-status-container">
                            <div class="card demo-apt-status dxbl-purple-color"></div>
                        </div>
                        <div class="demo-apt-subject">
                            @context.Appointment.Subject
                        </div>
                    </div>
                </div>
            </VerticalAppointmentTemplate>
        </DxSchedulerWorkWeekView>
    </Views>
    <AppointmentFormLayout Context="formInfo">
        <DxSchedulerSubjectFormLayoutItem/>
        <DxSchedulerAllDayFormLayoutItem/>
        <DxSchedulerStartDateFormLayoutItem/>
        <DxSchedulerStartTimeFormLayoutItem/>
        <DxSchedulerEndDateFormLayoutItem/>
        <DxSchedulerEndTimeFormLayoutItem/>
        <DxSchedulerLocationFormLayoutItem/>
        <DxSchedulerDescriptionFormLayoutItem/>
        <DxSchedulerCustomFormLayoutItem ColSpanMd="12">
            <Template>
                <div style="margin-left: auto; margin-top: 14px;">
                    <DxCheckBox @bind-Checked="@(((CustomAppointmentFormInfo)formInfo).IsAccepted)"
                        Alignment="CheckBoxContentAlignment.Right">Accept</DxCheckBox>
                </div>
            </Template>
        </DxSchedulerCustomFormLayoutItem>
        <DxSchedulerCustomFormLayoutItem ColSpanMd="12">
            <Template>
                <ValidationSummary />
            </Template>
        </DxSchedulerCustomFormLayoutItem>
    </AppointmentFormLayout>
    <AppointmentCompactFormLayout Context="formInfo">
        <DxSchedulerSubjectFormLayoutItem></DxSchedulerSubjectFormLayoutItem>
        <DxSchedulerAllDayFormLayoutItem></DxSchedulerAllDayFormLayoutItem>
        <DxSchedulerStartDateFormLayoutItem></DxSchedulerStartDateFormLayoutItem>
        <DxSchedulerStartTimeFormLayoutItem></DxSchedulerStartTimeFormLayoutItem>
        <DxSchedulerEndDateFormLayoutItem></DxSchedulerEndDateFormLayoutItem>
        <DxSchedulerEndTimeFormLayoutItem></DxSchedulerEndTimeFormLayoutItem>
        <DxSchedulerCustomFormLayoutItem ColSpanMd="12">
            <Template>
                <div style="margin-left: auto; margin-top: 14px;">
                    <DxCheckBox @bind-Checked="@(((CustomAppointmentFormInfo)formInfo).IsAccepted)"
                        Alignment="CheckBoxContentAlignment.Right">Accept</DxCheckBox>
                </div>
            </Template>
        </DxSchedulerCustomFormLayoutItem>
        <DxSchedulerCustomFormLayoutItem ColSpanMd="12">
            <Template>
                <ValidationSummary />
            </Template>
        </DxSchedulerCustomFormLayoutItem>
    </AppointmentCompactFormLayout>
</DxScheduler>

@code {
    public class CustomAppointmentFormInfo : SchedulerAppointmentFormInfo {
        public CustomAppointmentFormInfo(DxSchedulerAppointmentItem AppointmentItem, DxSchedulerDataStorage DataStorage)
            : base(AppointmentItem, DataStorage) { }

        [Required]
        public override string Subject {
            get { return base.Subject; }
            set { base.Subject = value; }
        }

        public bool IsAccepted {
            get { return (bool)CustomFields["IsAccepted"]; }
            set { CustomFields["IsAccepted"] = value; }
        }
    }

    void OnAppointmentFormShowing(SchedulerAppointmentFormEventArgs args) {
        args.FormInfo = new CustomAppointmentFormInfo(args.Appointment, DataStorage);
    }

    DxSchedulerDataStorage DataStorage = new DxSchedulerDataStorage() {
        AppointmentsSource = AppointmentCollection.GetAppointments(),
        AppointmentMappings = new DxSchedulerAppointmentMappings() {
            Type = "AppointmentType",
            Start = "StartDate",
            End = "EndDate",
            Subject = "Caption",
            AllDay = "AllDay",
            Location = "Location",
            Description = "Description",
            CustomFieldMappings = new List<DxSchedulerCustomFieldMapping> {
                new DxSchedulerCustomFieldMapping { Name = "IsAccepted", Mapping = "Accepted" }
            }
        }
    };
}

Run Demo: Scheduler - Custom Fields and Appointment Form

Recurrence Form

When a user creates or edits a recurring appointment and selects a value other than Never in the Appointment form’s Repeat section, the Recurrence form appears. This form has a different layout for each rule type: Daily, Weekly, Monthly, Yearly. When a user fills in form fields and clicks Save, field values are saved to the DxSchedulerRecurrenceInfo object.

Scheduler - The Recurrence form

In the Recurrence form, you can change the list of repeat end items and the list of week days available for Repeat Monthly and Repeat Yearly appointments. To do this, handle the Scheduler’s AppointmentFormShowing event, use the RecurrenceFormInfo property to get information about the Recurrence form, modify RepeatEndItems and WeekDayItems properties.

The following code snippet does the following:

  • Defines two items in the Repeat end list: End after, End by. The list displays items in the same order as in code.
  • Removes the Weekend item from the Week day list.
<DxScheduler DataStorage="@DataStorage" 
             AppointmentFormMode="SchedulerAppointmentFormMode.EditForm"
             AppointmentFormShowing="OnAppointmentFormShowing">
    <DxSchedulerWeekView ShowWorkTimeOnly="true" />
</DxScheduler>

@code {
    DxSchedulerDataStorage DataStorage = new DxSchedulerDataStorage() {
            AppointmentsSource = AppointmentCollection.GetAppointments(),
            AppointmentMappings = new DxSchedulerAppointmentMappings() {
                Start = "StartDate",
                End = "EndDate",
                Subject = "Caption",
                LabelId = "Label",
                StatusId = "Status"
            }
        };

    void OnAppointmentFormShowing(SchedulerAppointmentFormEventArgs args) {
        args.FormInfo.RecurrenceFormInfo.RepeatEndItems = new List<SchedulerRecurrenceRange>() {
            SchedulerRecurrenceRange.OccurrenceCount,
            SchedulerRecurrenceRange.EndByDate
        };

        args.FormInfo.RecurrenceFormInfo.WeekDayItems.Remove(SchedulerWeekDays.WeekendDays);
    }
}

Custom Recurrence form

You can also customize the Repeat field in default appointment forms. Refer to Specify Available Recurrence Modes.

Tooltip and Form Events

The DevExpress Blazor Scheduler component allows you to handle events that fire when users open/close tooltips and edit forms. You can cancel operations or execute additional logic.

Event Description
AppointmentTooltipShowing Fires before an appointment tooltip is shown.
AppointmentTooltipShown Fires after an appointment tooltip is shown.
AppointmentTooltipClosing Fires before an appointment tooltip is closed.
AppointmentTooltipClosed Fires after an appointment tooltip is closed.
AppointmentFormShowing Fires before the appointment form is shown.
AppointmentFormShown Fires after an appointment form is shown.
AppointmentFormClosing Fires before the appointment form is closed.
AppointmentFormClosed Fires after the appointment form is closed.