Save Calendar Views and Set a Default Praxis Desk

Saved views store your current column and grouping configuration in the calendar. You can create as many views as you like and mark one as your default.

Note: Saved views are private by default and only visible to you. With the right permission, you share a view with your company too. See Set a view's visibility for details.

Where do I find saved views?

Open the calendar, click the gear icon in the toolbar, and then click the Ansichten (Views) button. This is where you manage all saved views.

Prerequisites

• You have configured the calendar (columns, grouping) the way you want to save it.
• If you're new to the calendar, read Using the New Calendar first.

Create a new view

1. Click the gear icon in the toolbar and then click the Ansichten button.
2. The Ansichten dialog shows the sections Persönlich (Personal) and Geteilt (Shared). Click + Neue Ansicht (+ New View) in the top right.

Fig. 1The demo account has two personal views and one shared view. Ordination is the default view.

1. 1The + Neue Ansicht button.
2. 2Handle for reordering the view.
3. 3Star — sets the view as the default. The filled orange star marks the default view.
4. 4Actions menu of the view.

3. In the Neue Ansicht erstellen (Create New View) dialog, fill in the following sections:
   • Allgemein (General) — Bezeichnung (name) and Sichtbarkeit (visibility). See Set a view's visibility.
   • Darstellung (Display) — Here you set five areas:
     • Zeitraum (time range): Tag (day), 3 Tage (3 days), AW (work week), Woche (week), Monat (month) or Liste (list).
     • Anordnung (layout): Gruppe oben (group first) or Tag oben (day first). The option appears only once you select at least one column.
     • Kalenderfarben (calendar colors): Nach Leistung (by service), Nach Mitarbeiter (by staff member) or Nach Standort (by location).
     • Anzeige (display): toggles for Aktive Termine anzeigen (show active appointments), Angefragte Termine anzeigen (show requested appointments), Gelöschte Termine anzeigen (show deleted appointments), Aufgaben anzeigen (show tasks), Geburtstage anzeigen (show birthdays), Feiertage anzeigen (show holidays), Leere Spalten ausblenden (hide empty columns) and Termine in Unterspalten anzeigen (show appointments in subcolumns).
     • Typen (types): Einzeltermine (single appointments), Gruppentermine (group appointments), Kurstermine (course appointments), Pausen (breaks), Privat (private), Urlaub (vacation), Krankenstand (sick leave), Blocker (blocker) and Extern (external). Select one or more types.
   • Spalten (Columns) — on the left, Verfügbar (available) with the Suchen… (search) field and the tabs Behandler (practitioners), Ressourcen (resources) and Standorte (locations). Add entries with the Anzeigen (show) action. The Alle (all) button adds every entry of a tab at once. On the right, Angezeigte Spalten (displayed columns) lists what you've added. Alle entfernen (remove all) clears the list. In each row, drag a column by the Spalte verschieben (move column) handle to a new position, double-click to rename it, and delete it with Entfernen (remove). With Spalten zusammenführen (merge columns), select several columns and combine them with Zusammenführen (merge). Auftrennen (split) separates a merged column again, and the color picker changes its color.
4. Click Speichern (Save).

Fig. 2Visibility here is set to Unternehmen — the default is Nur ich. Anordnung only appears once you select a column.

The view now appears in the list in the Ansichten dialog. Click Fertig (Done) to close the dialog.

Note: With Typen, the view shows only entries of the types you select. With no selection (Alle Typen, all types), it shows all of them. Holidays, birthdays, and tasks still follow their toggles under Anzeige.

If you set a type filter, the calendar quick search finds only results with appointments of these types. Patients, services, and courses without a matching appointment don't appear. It finds services only for single appointments.

Set a view's visibility

In the Allgemein section of the Neue Ansicht erstellen dialog, you choose who can see the view:

• Nur ich (only me, default): Only you see the view.
• Unternehmen (company): All users in your company see the view.
• Kooperation (cooperation): Users from cooperation partners see the view.

Note: The Sichtbarkeit option only appears if you have the Unternehmensweite Ansichten verwalten permission. Without it, any view you create is automatically private.

Required license

The Kooperation visibility requires the Kooperationsmodul (cooperation module) add-on for Praxis, Desk, and Kasse.

Cooperation partners only see a view shared with Kooperation if they have the Termin: Anzeigen permission in the cooperation relationship.

Set the interval per view

Each view can have its own Intervall (interval): 5, 10, 15, 20, 30, or 60 minutes. The order is: view, then user, then practice.

If the view has no interval of its own, your personal interval applies. If you haven't set one, your practice's default applies. For details on the two levels, see Calendar settings.

You can set the interval in two ways:

• In the view editor (Ansicht bearbeiten): When you create, edit, or duplicate a view, set the Intervall slider to the value you want. The slider starts at the inherited value. If you set the slider to the inherited value, the view doesn't save an interval of its own and keeps inheriting.
• In the calendar's settings menu: The same Intervall slider is also there. If an editable view is active, the slider saves the value directly in that view. Here, too, the view inherits again as soon as you choose the inherited value.

Note: If the active view isn't editable, for example a shared view without permission, the slider only applies to the current session. It doesn't save the value. Without an active view, it saves your personal interval as before.

When you switch views, the new view's interval applies immediately. If it has none, your personal interval applies again.

Apply a saved view

1. In the toolbar, open the Ansicht dropdown to the right of the grouping switch. If a view is active, the button shows its name.
2. Under Persönlich or Geteilt, select the view you want.

The calendar immediately loads the saved configuration.

The dropdown only appears if at least one view is saved. It doesn't appear in Monat and Liste. Ansichten verwalten (manage views) opens the Ansichten dialog.

Note: You don't apply a view in the Ansichten dialog. Clicking the name opens the Ansicht bearbeiten editor. This works only for views you can edit.

Save a changed view

If the current configuration differs from the loaded view, the toolbar shows Ungespeicherte Änderungen (unsaved changes). A tooltip lists the changes. This hint doesn't appear in Monat and Liste.

1. Click Ungespeicherte Änderungen.
2. In the Ansicht speichern (Save view) dialog, choose Aktuelle Ansicht überschreiben (overwrite current view) or Als neue Ansicht speichern (save as new view).

Als neue Ansicht speichern creates the configuration as a separate view. The original view stays unchanged.

If you can't edit the active view, or no view is active, the hint reads Als neue Ansicht speichern right away.

Duplicate a view

1. Click the gear icon in the toolbar and then click the Ansichten button.
2. Open the actions menu on the right of the view's row.
3. Select Duplizieren (duplicate).
4. In the Neue Ansicht erstellen dialog, enter a unique name for the copy. The dialog suggests "Name Kopie".

The copy appears as its own entry in the views list. Changes to the copy don't affect the original view.

Rename or delete a view

1. Click the gear icon in the toolbar and then click the Ansichten button.
2. Open the actions menu on the right of the view's row.
3. Select Bearbeiten (edit) or Löschen (delete).
4. To rename, change the Bezeichnung field in the editor. To delete, confirm the action.

Note: Shared views (visibility Unternehmen or Kooperation) have no personal owner. Only users with the Unternehmensweite Ansichten verwalten permission can rename or delete them. Only the creator edits private views.

Change the order of views

1. Click the gear icon in the toolbar and then click the Ansichten button.
2. Drag the view by its handle to its new position.

offisy · Kalender · Zahnrad · Ansichten

Fig. 3How to reorder views with drag and drop.

Who orders what:

• Personal views are ordered by each user for themselves.
• Shared views are ordered by anyone who can edit the calendar settings. The order then applies to everyone.

New views appear at the end of their list. The view selector in the toolbar shows the same order.

Note: Views from other practices (cooperation) appear after your own views. You can't move them.

Set a view as default

1. Click the gear icon in the toolbar and then click the Ansichten button.
2. Click the star icon on the left of the row for the view you want.

The calendar loads this view automatically the next time you open it.

In the Ansicht dropdown, you also set the default with the star. It reads Als Standard (as default), and Standard entfernen (remove default) to undo it. The pencil, Bearbeiten, opens the view in the editor.

Set a company default

As an administrator, open the actions menu of a shared view and select Unternehmensstandard (company default). The view then shows the Unternehmensstandard badge. Offisy confirms with the message "Unternehmensstandard gesetzt."

Manage company-wide views

You can also create company-wide views outside the calendar: Einstellungen → Unternehmen → Kalender & Termine → Allgemein, Unternehmen section, Ansichten tab. Click Neue Ansicht there.

Common issues

The view doesn't load automatically when opening the calendar. Check that you actually marked the view as default (star icon filled). A view without the star isn't your default.

A saved view no longer shows the expected columns. If you changed the calendar configuration after saving, the old view doesn't pick up those changes automatically. Load the view, adjust the columns, and choose Ungespeicherte Änderungen → Aktuelle Ansicht überschreiben.