This article explains how to add a calendar to a record page.
This article refers to the new Calendar Lightning component, which is currently under active development. As such, it does not yet have all the features of the Visualforce Calendar. For more information: Calendar Differences
Step-by-Step Guide
Go to a record for which you want to add a calendar. In the top right of your screen, click the gear icon and then Edit Page.
You can also get there through Setup > Object Manager > (your object) > Lightning Record Pages.
From the ‘Custom - Managed’ section in the left panel, drag and drop a calendar component onto the page.
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Feel free to add more components to the page. You can even add multiple calendar components to one page! Just make sure the calendars have enough space to display nicely. When you’re done composing, save and activate the page.
Single Calendar
The Single Calendar component will show a calendar just for one record. On the top horizontal axis it will show the days as column headers, and on the left vertical axis it will show the time slots as row headers.
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When configuring the Single Calendar component, it’s possible that you won’t see any options in the Calendar dropdown. First make sure that a calendar record exists that is of the Single Calendar record type, and that the calendar’s dimension is the same object as which you are adding the component to. |
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Multi Calendar
The Multi Calendar component will show a calendar for multiple records. On the top horizontal axis it will show all the time information as column headers, and on the left vertical axis it will show all the records as row headers.
On the left vertical axis, the Multi Calendar component will show the children of the record that the component is displayed on. Our example above is a building with a couple of rooms in it. When configuring the component, simply select which related list contains the children:
To make the Multi Calendar component a little smarter, if it detects that the lookup of the children to the parent is self-referential, it will display the entire hierarchy from the parent on down. In our example building above, if we would go to its parent (which is a city with multiple buildings), we could see the following:
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A self-referential lookup is when an object has a lookup to itself. An example is the Parent lookup on Resource, which points to another Resource. This lookup allows Resources to represent tree-like hierarchies. |
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