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In order keep configuration simple, please perform the following steps in Salesforce Classic (Booker25 GoMeddo is Lightning-Ready, you may afterwards use the app in Salesforce Lightning as you please) |
If you want to display a single Resource in more detail, or are only interested in one Resource and want the calendar to not load any unnecessary data, the Single Resource Calendar is a good choice. A Single Resource Calendar shows one Resource in a view that allows for a more detailed view of the resource.
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title | Single resource calendar example |
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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 |
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(Reservation) Titles | Reservation Title Resource Title |
Views | Single Resource Calendar View Multi Resource Calendar View |
Create a Tab to make your Calendar accessible
If you haven't done so already, follow step 2 in /wiki/spaces/BPD/pages/558891009. This will make the Calendar accessible in a tab for yourself and your users.
Edit an existing Single Resource Calendar record
Go to the Calendars tab
Click Go! next to All
Image ModifiedSelect Single Resource Calendar record you want to edit (the name starts with Single)
Edit the fields according to the following information: Calendar record fields
Edit an existing view
Go to the Views tab in the menu bar
Click on Go! next to All
Select the Single Resource Calendar View record you want to edit
Enter the desired view configuration according to the view record fields section
Setting up a Hover for Reservations on the calendar
Booker25 GoMeddo allows you to define a popup window that appear at the users cursor when they hover over a reservation on the calendarImage Removed
Image AddedGo to the View record for which you want to create a Hover
Scroll down to the Reservation Display related list
Click New
You should now see the following page
Image AddedFill the Resource Type field only if you want to create a Resource Type specific Hover (Display Reservation Time is deprecated and wil be removed in later
GoMeddo versions)
Click Save
You should now be on the detail page of the reservation display object. For a detailed explanation of the hover setup see the Add fields and related lists to the hover.
Linking a view to a calendar
If you set up your own Calendar and View records, you need to connect them as follows.
Go to the
Calendars tab and select the calendar you want to link to the View.
Scroll down to the Calendar Views related list
Click New Calendar View
You should now see this page
Image AddedFor View, select the View object you want to link to this Calendar
If this view should be selected by default, check Default View. (Only one view should ever by marked as Default. If a different view is already marked as Default, do not forget to uncheck it on that View)
Enter a number to specify the order of this button on the calendar. The buttons on the calendar page are ordered from left to right, from lowest to highest
Click Save
Configuring the reservation colors
For details on reservation colors see Reservation Statuses
More detailed field information
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The three fields under default colors specify the color of reservations on this calendar that do not have any more specific reservation color defined using reservation types and status. Example:
Results in the following reservation appearance. |
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Example of a reservation with various titles with different settings. |
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Views records are what specify ways to look at the calendar the available views are shown in the top right corner of the calendar
View fields:
Time header:
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