View Leads created from the widget on the Reservation Form in the Resource Calendar

Owned by Jeff Kroon (Unlicensed)
Last updated: Jan 05, 2024 by Jérôme Vincendon (Unlicensed)
2 min read

When Lead is configured as a configuration option and you want to view Leads in the Reservation Form on the Resource calendar, you must add an extra Dimension Junction list to the Reservation Type view.

  • Create new Dimension

  • object name: Lead (without availability lookup)

  • add extra dimension field to Dimension: B25__Lead__c

  • add extra dimension junction: B25__ReservationContact__c

    • Reservation Lookup API Name: B25__Reservation_Lookup__c

    • Dimension Lookup API Name: B25LP__Lead__c

  • Add dimension junction display setting to Reservation Type(s) you want Lead to be displayed on: B25__ReservationContact__c (the one with Lead on it)

    • Field Set to use: B25__Custom_Fields

    • Dimension Junction: B25__ReservationContact__c

    • Label: Lead

Be aware that there are now two B25__ReservationContact__c dimension junctions to select, because this object relates to Lead and Contact.

Once the new dimension junction display setting is added you can now see Leads and Contacts on the reservation popup on the resource calendar