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Version: 8.3.0

Calendar Management

Overview

Calendar templates control whether subscriptions and alerts are sent on specified dates. A business-day calendar can skip holidays, while a trading calendar can limit delivery to trading days. The system can obtain business-day and trading-day calendars online or import dates on which no subscription or alert should be sent from a CSV or Excel file.

Create a calendar template

  1. Go to Management Center > System Settings > Calendar management and click New.

  2. Enter a Calendar template name and select a Calendar source:

    • Workday calendar/Trading-day calendar: The system obtains the selected calendar online and shows the number of dates, affected range, and calendar result.
    • Manual upload: Download the template and enter non-delivery dates in the first column starting from row 2, then upload the file. CSV and Excel files are supported, with dates in YYYYMMDD, YYYY/MM/DD, or YYYY-MM-DD format.
    Note

    Up to 1,000 dates can be parsed. If the limit is exceeded, the system retains the latest 1,000 dates. If online retrieval fails, use manual upload.

  3. Review the calendar result and click Confirm.

Manage calendar templates

On Management Center > System Settings > Calendar management, you can edit, delete, or update expired templates.

Edit a template

Click … > Edit, change the template name or calendar content, and click Confirm.

Delete a template

Click … > Delete. The system checks whether subscriptions or alerts reference the template. A referenced template cannot be deleted until those references are removed.

Manage expired templates

When the latest date in a template is earlier than the current date, the template is marked as expired. Update its online calendar or upload a new offline file.

Note

An expired template no longer affects associated subscriptions or alerts. They continue to run according to their original trigger settings.

Use a calendar template

When creating or editing a subscription or alert, choose Use template under Calendar template, then select a template. The item is not sent on dates marked by the template and otherwise follows its original trigger. No template is used by default.

On a subscription or alert management page, you can also select multiple records and click Set calendar template. The list then shows the template used by each subscription or alert.