- Created by Jérôme Vincendon, last modified by Maarten Lapere on Apr 09, 2020
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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 |
Calendars
This object defines what information is shown on a reservation on the calendar.
Always make sure the mentioned fields and related lists are added to the object's page layout before you continue.
Name | Purpose |
---|---|
Calendar Name | The name of the record in Salesforce |
Reservation Field | The lookup field on reservations that is used to identify the object being calendared |
Reservation Title Field | The API name of a reservation field to display in the search box on the calendar |
Default Background Color | The colour reservation blocks get by default when no Reservation Colors are defined |
Default Text Color | The colour reservation text get by default when no Reservation Colors are defined |
Default Border Color | The colour reservation block's borders get by default when no Reservation Colors are defined |
Prevent Horizontal Drag | Prevent users from dragging reservations to a new time on the same resource. You can still change the resource |
Prevent Vertical Drag | Prevent users from dragging reservations to a resource. You can still change the reservation's time |
Show Unlinked Reservation Types | When 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 Reservations | If 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 list | This related list is a junction between calendar and view. It makes a view visible on a calendar |
Reservation Titles related list | This related list allows you to show multiple lines on a calendar reservation |
Filterable Fields | This related list allows you to define custom filters by inputting the API name of fields on B25__Resource__c |
Reservation Colors | Define 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..)
Always make sure the mentioned fields and related list are added to the object's page layout before you continue.
Name | Purpose |
---|---|
View Name | The name of the record in Salesforce |
Label | The 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 Duration | The time interval when dragging an existing reservation on the calendar. Examples: 00:05 = 5 minutes |
Slot Label Format | The text that is displayed in the label of each time column. Use these date format tokens. |
Slot Width | The width of each time slot in pixels |
View Duration | The 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 Color | Enter 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 Reservations | This setting has been deprecated and replaced by the Column Hiding Behavior picklist. |
Column Hiding Behavior | This picklist controls which columns to hide. See Column Hiding Behavior for all the options. |
Expand Events To Fill Cell | If 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 Rendering | When 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 Selection | When enabled, and the user selects a cell to create a new Reservation, only the available part of the cell will be selected. |
Time Range Format | The 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 list | This 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 list | This 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.
Always make sure the mentioned fields and related list are added to the object's page layout before you continue.
Name | Purpose |
---|---|
Calendar View Name | The name of the record in Salesforce |
Calendar | The calendar on which this button appears |
View | The view it should show on the calendar |
Button Order | Defines where the button for this view is displayed on the calendar. Lower = to the left; Higher = to the right |
Default View | Defines 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.
Always make sure the mentioned fields and related list are added to the object's page layout before you continue.
Name | Purpose |
---|---|
Reservation Display Name | The name of the record in Salesforce |
View | The view to which the hover applies |
Resource Type | Optionally, define specific hover fields per Resource Type. Specify the Resource Type's API name |
Display Reservation Time | Decide if the reservation start and end time should be shown |
Hover Fields | Define which fields to show on each reservation block hover and its order |
Related Lists | Define 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.
Always make sure the mentioned fields and related list are added to the object's page layout before you continue.
Name | Purpose |
---|---|
Reservation Title Name | The name of the record in Salesforce |
Bold | Define if the line should be bold |
Calendar | The calendar on which this line should be shown |
Font Size | Font size of this line |
Order | Order of this line (0 ... n) |
- 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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