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Make sure to enable the following Record Types on your Profiles and Permission Sets:

Calendar

Single Resource Calendar

Multi Resource Calendar

(Reservation) Titles 

Reservation Title

Resource Title

Views

Single Resource Calendar View

Multi Resource Calendar View

You can define what your calendars look like, by configuring Calendar records and linking them to Views using the Calendar Views related list. This article details the configuration options for these objects.

Calendars

This object defines what information is shown on a reservation on the calendar.

InfoAlways make sure the mentioned fields and related lists are added to the object's page layout before you continue

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NamePurpose
Calendar NameThe name of the record in Salesforce
Reservation FieldThe lookup field on reservations that is used to identify the object being calendared
Reservation Title FieldThe API name of a reservation field to display in the search box on the calendar
Default Background ColorThe colour reservation blocks get by default when no Reservation Colors are defined
Default Text ColorThe colour reservation text get by default when no Reservation Colors are defined
Default Border ColorThe colour reservation block's borders get by default when no Reservation Colors are defined
Prevent Horizontal DragPrevent users from dragging reservations to a new time on the same resource. You can still change the resource
Prevent Vertical DragPrevent users from dragging reservations to a resource. You can still change the reservation's time
Show Unlinked Reservation TypesWhen 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 ReservationsIf 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 listThis related list is a junction between calendar and view. It makes a view visible on a calendar
Reservation Titles related listThis related list allows you to show multiple lines on a calendar reservation
Filterable FieldsThis related list allows you to define custom filters by inputting the API name of fields on B25__Resource__c
Reservation ColorsDefine 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..)

info

Always make sure the mentioned fields and related list are added to the object's page layout before you continue.

NamePurpose
View NameThe name of the record in Salesforce
LabelThe 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 DurationThe time interval when dragging an existing reservation on the calendar. Examples: 00:05 = 5 minutes
Slot Label FormatThe text that is displayed in the label of each time column. Use these date format tokens.You can use the following formats: Date & Time Format Tokens
Slot WidthThe width of each time slot in pixels
View DurationThe 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 ColorEnter 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 ReservationsThis setting has been deprecated and replaced by the Column Hiding Behavior picklist.
Column Hiding BehaviorThis picklist controls which columns to hide. See Column Hiding Behavior for all the options.
Expand Events To Fill CellIf 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 RenderingWhen 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 SelectionWhen enabled, and the user selects a cell to create a new Reservation, only the available part of the cell will be selected.
Time Range FormatThe 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 listThis 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 listThis 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.

info

Always make sure the mentioned fields and related list are added to the object's page layout before you continue.

NamePurpose
Calendar View NameThe name of the record in Salesforce
CalendarThe calendar on which this button appears
ViewThe view it should show on the calendar
Button OrderDefines where the button for this view is displayed on the calendar. Lower = to the left; Higher = to the right
Default ViewDefines 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.

Info

Always make sure the mentioned fields and related list are added to the object's page layout before you continue.

NamePurposeReservation Display NameThe name of the record in SalesforceViewThe view to which the hover appliesResource TypeOptionally, define specific hover fields per Resource Type. Specify the Resource Type's API nameDisplay Reservation TimeDecide if the reservation start and end time should be shownHover FieldsDefine which fields to show on each reservation block hover and its orderRelated ListsDefine 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.

Info

Always make sure the mentioned fields and related list are added to the object's page layout before you continue.

NamePurposeReservation Title NameThe name of the record in SalesforceBoldDefine if the line should be boldCalendarThe calendar on which this line should be shownFont SizeFont size of this lineOrderOrder of this line (0 ... n) AnchorTokensTokens

Date Format Tokens

For the Slot Label Format field on View records, you can use the following tokens in your notation:

  • yyyy - full year: 2013
  • MMMM - full month name string: January
  • MMM - short month name string: Jan
  • MM - two-digit month number: 01
  • M - month number: 1
  • dddd - day of week string: Monday
  • ddd - short day of week string: Mo
  • dd - two-digit day of month number: 09
  • d - day of month number: 9
  • HH - two-digit hours, 24-hour clock: 23
  • H - hours, 24-hour clock: 23
  • hh - two-digit hours, 12-hour clock: 11
  • h - hours, 12-hour clock: 11
  • tt - AM/PM string
  • mm - two-digit minutes: 08
  • m - minutes: 8
  • ss - two-digit seconds: 07
  • s - seconds: 7

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