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Make sure to enable the following Record Types on your Profiles and Permission Sets:
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Calendars
This object defines what information is shown on a reservation on the calendar.
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Always make sure the mentioned fields and related lists are added to the object's page layout before you continue. |
Name | Purpose |
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Calendar Name | The name of the record in Salesforce |
Reservation Field | The lookup field on reservations that is used to identify the object being calendared |
Reservation Title Field | The API name of a reservation field to display in the search box on the calendar |
Default Background Color | The colour reservation blocks get by default when no Reservation Colors are defined |
Default Text Color | The colour reservation text get by default when no Reservation Colors are defined |
Default Border Color | The colour reservation block's borders get by default when no Reservation Colors are defined |
Prevent Horizontal Drag | Prevent users from dragging reservations to a new time on the same resource. You can still change the resource |
Prevent Vertical Drag | Prevent users from dragging reservations to a resource. You can still change the reservation's time |
Show Unlinked Reservation Types | When checked, Reservations of types not linked to the Calendar will also be visible on the calendar. For more information on linking Reservation Types to Calendars see Reservation Types |
Group Overlapping Reservations | If more than this number of reservations overlap on the calendar, they will be grouped into a single block that can be expanded. |
Calendar Views related list | This related list is a junction between calendar and view. It makes a view visible on a calendar |
Reservation Titles related list | This related list allows you to show multiple lines on a calendar reservation |
Filterable Fields | This related list allows you to define custom filters by inputting the API name of fields on B25__Resource__c |
Reservation Colors | Define the colours reservation blocks have on the calendar. These colours are based on the combination of Reservation Status & Reservation Type of each reservation |
Views
This object defines what a calendar looks like. For example: you can define the length of slots, the drag interval of reservations on the calendar and how long a view takes (a day, 2 days, a week, etc..)
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Always make sure the mentioned fields and related list are added to the object's page layout before you continue. |
Name | Purpose | |
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View Name | The name of the record in Salesforce | |
Label | The button text to display on the calendar | |
Slot Duration | The time interval between each vertical line. Examples: 00:05 = 5 minutes, 24:00 = one day, 7.00:00 = one week | |
Snap Duration | The time interval when dragging an existing reservation on the calendar. Examples: 00:05 = 5 minutes | |
Slot Label Format | The text that is displayed in the label of each time column. Use these date format tokens. | |
Slot Width | The width of each time slot in pixels | |
View Duration | The duration of the view. Examples: 24:00 = one day, 7.00:00 = one week, 30.00:00 = one month. Special values: Year, Month, Week, Workweek. | |
Weekend Highlight Color | Enter a hexadecimal or CSS color code to highlight weekends. Leave blank for no highlighting. | |
Unique Identifier | Used to uniquely identify this view, even if it has the same label as another view. May not contain special characters, and may not start with a number | |
Hide closed times without reservations | Trim off closed times at the beginning and end of a day, if they do not contain any reservationsClosed Times Without Reservations | This setting has been deprecated and replaced by the Column Hiding Behavior picklist. |
Column Hiding Behavior | This picklist controls which columns to hide. See Column Hiding Behavior for all the options. | |
Expand Events To Fill Cell | If this is checked, events shorter than a cell will be expanded to fill the entire cell. These events will get a duration bar to indicate their actual times. | |
Enable Subcell Availability Rendering | When enabled, cells that are only partially available will have their unavailable parts grayed out. Consider disabling this feature for performance reasons if your calendar displays a lot of cells. | |
Enable Availability Aware Selection | When enabled, and the user selects a cell to create a new Reservation, only the available part of the cell will be selected. | |
Time Range Format | The format for the time range at the top of the calendar. It is possible to specify formats for the start and end date of the calendar. Using start{<formatting tokens>} and end{<formatting tokens>} for the formatting tokens use moment.js formatting tokens (http://momentjs.com/docs/#/displaying/format/). example: start{ddd MMM DD} - end{ddd MMM DD, YYYY} would result in Sat Sep 01 - Mon Oct 01, 2018 | |
Reservation Display related list | This related list defines which fields and related lists are shown when hovering over a reservation. You can define this on a Resource Type basis | |
Calendar Views related list | This related list is a junction between calendar and view. It makes a view visible on a calendar |
Calendar Views (junction between Calendars and Views)
This object allows you to link Calendars with Views. Basically, this defines the calendar view buttons (for example: Day / Week / Month) that you show on each calendar and their order.
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Always make sure the mentioned fields and related list are added to the object's page layout before you continue. |
Name | Purpose |
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Calendar View Name | The name of the record in Salesforce |
Calendar | The calendar on which this button appears |
View | The view it should show on the calendar |
Button Order | Defines where the button for this view is displayed on the calendar. Lower = to the left; Higher = to the right |
Default View | Defines which view is selected by default |
Reservation Displays (junction between Views and Resource Types)
This object defines which fields are shown when users hover over a reservation with their mouse.
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Always make sure the mentioned fields and related list are added to the object's page layout before you continue. |
Name | Purpose |
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Reservation Display Name | The name of the record in Salesforce |
View | The view to which the hover applies |
Resource Type | Optionally, define specific hover fields per Resource Type. Specify the Resource Type's API name |
Display Reservation Time | Decide if the reservation start and end time should be shown |
Hover Fields | Define which fields to show on each reservation block hover and its order |
Related Lists | Define which Related Lists to Define which fields to show on each reservation block hover and its order |
Reservation Titles (child of Calendars)
This object allows you to show multiple lines of information on the calendar reservations.
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Always make sure the mentioned fields and related list are added to the object's page layout before you continue. |
Name | Purpose |
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Reservation Title Name | The name of the record in Salesforce |
Bold | Define if the line should be bold |
Calendar | The calendar on which this line should be shown |
Font Size | Font size of this line |
Order | Order of this line (0 ... n) |
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