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https://youtu.be/4XdMZQ2R_Cw

Setting up a view

As seen in the video, setting up a view for our calendar requires the following steps:

  1. Go to Calendars

  2. Select the calendar you want to add a view to (in our case Resources)

  3. Go to Related tab

  4. Go to Calendar Views

  5. Click New

  6. Select one of the packaged views (or create a new) for day view, (optionally) make it default and make it the first button

  7. Save

  8. Go back to your Resource Calendar and refresh the page

  9. Day view is now available

Dynamic grouping fields

  1. Select the basis of the grouping (in our example Account)

  2. Go to Calendars

  3. Go to the Calendar where you are planning on making the grouping (in our example Contacts)

  4. Go to Related tab

  5. Go to Dynamic grouping fields

  6. Click New

  7. Fill in the Dynamic Grouping Field Name field with the basis of the grouping that you defined prior (in our example AccountId)

  8. Select Default 

  9. Save

  10. Go back to your Calendar and refresh the page

  11. Grouping is now active

Calendars

This object defines what information is shown on a reservation on the calendar.

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