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Hover Definitions let you customize the information in the popup that is shown to the user when they hover over a reservation on the calendar. You can not only display fields in this way, but also related lists.
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Find the Hover Definition to edit
- Go to the Reservation Display Contexts tab
Go to the 'All' listview, and find the row that you want to edit the hover for.
Info By default there is only one row in the Reservation Display Context list. If there are multiple and you're not sure which one to edit, check out this article for an explanation of how contexts are applied to reservations.
- On the desired row, click on the record name in the Hover Definition column as pictured below:
Image Modified - On the Hover Definition record, go to the Related tab and create Hover fields and Related Lists records to respectively add fields and related lists to the hover
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Add Fields to the hover
- In the top right corner of the Hover Fields related list, click New
Image Modified - For the Name, enter the API name of a field that exists on the Reservation object. You can use cross object relationship names like B25__Account__r.Name.
Image Modified - For the Order field, choose any number. The lower the number, the higher the field will be in the hover popup.
- Optionally, give the field a Label. This will be displayed in front of the field value in the hover popup. If you leave this field empty, it will default to the label of the field itself as defined in Salesforce.
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Add Related Lists to the hover
- For Related Lists, make sure that the record names are the API names of a child relationship of the Reservation object. You can find this name by going to the lookup field of the child object, which points to the Reservation object. For namespaced lookups, you will need to prefix this name with the namespace. For custom fields you will need to append '__r' to this name. For example, the lookup in the screenshot below would result in the record name 'B25__ReservationContacts__r'.
Image Modified - When creating a Related List record, you will need to define which fields to display for each row in the related list in the hover. To do this, go to the Related List record, then to the Related tab, and add new Related List Fields records.
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