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You can useReservation Display Display Contexts to conditionally display reservation information on a calendar, depending on factors such as the reservation type or the current view the user is on.
The information you can display in this way, can be found in two areas on the calendar:
- A Reservation Title Group, which is a collection of fields shown on the reservation block
- A Hover Definition, which is a collection of fields that is shown in a popup when the user hovers over a reservation. This can include related lists. More info on configuring Hover Definitions can be found here: Add fields and related lists to the hover
Simply put, aReservation Display Display Context is a bunch of conditions that define when to display a specific Hover Definition and Reservation Title Group. For each reservation, Booker25 will attempt to apply the Reservation Display Context with the most specific conditions. For this reason we recommend having one fallback context with an empty value in all of the condition fields. That way you can ensure there is always at least some information shown to the user.
- Navigate to theReservation Display Display Contexts tab
- Click New. Choose Reservation Display Context and click Next.
- You will see three sections on the form: Information, Context, and Reservation Display.
- In the Information section, fill in a name of your own choice, and an SObject Type. In almost all cases this should be B25__Reservation__c.
- In the Context section, specify the conditions under which you want to display the titles and hover. All of the context fields are optional. For a detailed explanation of how Booker25 determines what context to use, see the next section below.
- In the Reservation Display section, fill in the Reservation Title Group and the Hover Definition you want to display. Read the next two sections for more information on this.
A detailed explanation of contexts can be found here: An explanation of Context.
Define Reservation Titles
See this article on how to change the information shown on the blocks on the calendar
Define Reservation hovers
See this article on how to change the information shown in the hovers on the calendar