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 object. for example on a contact calendar grouping contacts by account.
To do this you can create one or more Dynamic Grouping Fields related to the calendar you want to group objects on.
example the resource calendar with no grouping :
and with a Hierarchical B25__Parent__c grouping:
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.
Dynamic Grouping Field
| Field name | description |
|---|---|
| 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. |
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