In order keep configuration simple, please perform the following steps in Salesforce Classic (Booker25 is Lightning-Ready, you may afterwards use the app in Salesforce Lightning as you please)
I you have custom calendars, you might want to introduce some more structure by grouping your Dimension object. For example: on a Contact calendar, create a grouping by account. To do this, you can create one or more Dynamic Grouping Fields, which are related to the calendar you want to group objects on.
Step-by-step guide
- Make sure you add the Dynamic Grouping Fields related list to the Multi Calendar page layout
- Create the field on the Dimension object that you want to use as grouping. This could for example be an Account lookup on a Contact Dimension
- From the calendar record, create a new Dynamic Grouping Field from the Dynamic Grouping Fields related list, using the fields specified in the next section
Creating more than one grouping on a calendar will expose a picklist next to the View buttons on the calendar, allowing you to choose which grouping to display
Dynamic Grouping Field fields
| Field name | description |
|---|---|
| Name | The API Name of the field on the Dimension object that the object should be grouped by |
| Label | The label users should see in the picklist where they can select which grouping to use. Leave blank for the label of the field. |
| Calendar | The calendar this grouping belongs to |
| Default | Define if this grouping should be selected by Default. If no Default is specified, the first selected grouping is random but deterministic |
| Hierarchical | If this setting is enabled, the Name should refer to a self-referencing field and Booker25 will create a grouping accordingly. |
| No Grouping | Marks this grouping as having no grouping at all. This will also disable the validation on the Name field so it can be anything. |
Example
The Resource calendar with no grouping:
The Resource calendar with a Hierarchical B25__Parent__c grouping:
If you only specify one grouping on a calendar the picklist will not be visible and it will automatically group by that one grouping. If two or more groupings are specified a Group X by picklist appears next to the view buttons.
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