Calendars

Displaying calendars is one of the main features of GoMeddo. This article is intended as an introduction to this feature, and as a jumping-off point to more detailed articles.

When you are just getting started with GoMeddo, it might be a good idea to start by:

1. Exploring the default calendars included in the package

2. Getting a feel for how these calendars work (as a user)

3. Playing around with some basic configuration options of a default calendar

4. Adding a new calendar to a page

5. Fully customizing your calendar to fit your needs

1. Explore the Default Calendars

Out of the box, there are two tabs containing stand-alone calendars: Lightning Calendar, and Staff Calendar. You can find them by typing ‘calendar’ into the app launcher, or by going to the GoMeddo app which includes the Lightning Calendar tab in the nav-bar.

Out of the box there are also calendars included on the Resource and Staff record pages. You can find them by going to the Calendar sub-tab on the default pages for one of these types of records.

2. Using Calendars

Our User Guides section contains articles on how to interact with calendars as a user:

• Basic calendar use

• Advanced Calendar use

3. Modify a Default Calendar

Calendars consist of two parts: a component (which is displayed on a page) and a Calendar configuration record (actual data in Salesforce). The components themselves have very little configuration options, most of what users see is controlled by the config record.

To modify an existing calendar, first find out the name of the Calendar record. If you go to any page which includes a calendar, use the cogwheel (top right) to click Edit Page, and you will see the page builder for that page. Here, locate the calendar component and click on it. You will then see the configuration options of the component. The options can differ a bit between components, but the main thing they all have in common is the Calendar input, containing the name of the Calendar record which drives the configuration. For example if you check the Lightning Calendar tab inside the builder, you will see that the record containing the configuration is the Calendar record named Resources (if you haven’t modified it).

Now that you know the name of the Calendar record, you can go to the Calendars tab (not to be confused with the Calendar tab, which is the standard Salesforce calendar) and find the correct record by name (you might have to switch the list to view ‘All’ instead of ‘Recently viewed’ if you don’t see any records). On the Calendar record and its related View records, you can modify most of the settings that impact the appearance of the calendar. To find out more, see section 5 below.

4. Add a Calendar to a page

To make a calendar available to your users, simply place a calendar component on a page and tell it which Calendar record to use for its configuration. You can reuse an existing Calendar record, create one from scratch, or use our Calendar Wizard.

Calendar components can be added to app pages, or to record pages:

• App pages are ideal for stand-alone calendars showing your entire organization (or at least the part that is shared with the logged-in user): Add a Calendar to an App Page

• Record pages are ideal for calendars related to that record, such as a staff member’s appointments or all the room reservations in a building: Add a Calendar to a Record Page

The following components can be used to display calendars:

• Horizontal Calendar

• Vertical Calendar

• Mobile Calendar: Vertical calendar for a single record, optimized for mobile use.

5. Fully Customize a Calendar

The first step to fully configure a calendar is setting up the Calendar record and its View records: Set up Calendars & Views

Besides configuring the Calendar and View records, there are many more ways to control what a user sees on a calendar. Some of those features are controlled by configuration records linked to Calendars or Views, and some are entirely separate or even global. A good place to start is our Look & Feel section. Some examples of things you can configure:

• Customize which fields are displayed on the reservation form

• Customize reservation colors based on their status

• Customize which fields are displayed on each resource (or other dimension)

To have even more control over your calendars, you can also wrap them inside an aura component and place that on a page instead. You can then use your own Javascript logic (potentially with Apex in the backend) to feed the wrapped calendar with specific data: Wrapping Calendar Components