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In order keep configuration simple, please perform the following steps in Salesforce Classic (Booker25 is Lightning-Ready, you may afterwards use the app in Salesforce Lightning as you please) |
I you have custom calendars, you might want to introduce some more structure by grouping your dimension Dimension object. for For example: on a contact Contact calendar, create a grouping contacts by account. To do this, you can create one or more Dynamic Grouping Fields, which are related to the calendar you want to group objects on.
Step-by-step guide
- Make sure you add the Dynamic Grouping Fields related list to the Multi Calendar page layout
- Create the field on the Dimension object that you want to use as grouping. This could for example
Image Removed
and with a Hierarchical B25__Parent__c grouping:Image Removed
- be an Account lookup on a Contact Dimension
- From the calendar record, create a new Dynamic Grouping Field from the Dynamic Grouping Fields related list, using the fields specified in the next section
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Creating more than one grouping on a calendar |
will expose a picklist next to the View buttons on the calendar, allowing you to choose which grouping to display |
Dynamic Grouping Field fields
Field name | description |
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Name | The name of the field on the dimension object that the object should be grouped by. |
Label | The label users should see in the picklist where they can select what grouping to use leave blank for the label of the field. |
Calendar | The calendar this grouping belongs to. |
Default | If this grouping should be selected by default, If no default is specified the first selected grouping is random but deterministic |
Hierarchical | If this setting is enabled the Name should refer to a self-referencing field and booker25 will group the |
No Grouping | Marks this grouping as no grouping at all. This wil also disable the validation on the name field so it can be anything. |
Example
The Resource calendar with no grouping:
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The Resource calendar with a Hierarchical B25__Parent__c grouping:Image Added
If you only specify one grouping on a calendar the picklist will not be visible and it will automatically group by that one grouping. If two or more groupings are specified a Group X by picklist appears next to the view buttons.
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