Customise the Reservation fields shown on the calendar and hovers

Owned by Stijn de Vries
Last updated: Jul 31, 2023 by Máté Réthy (Unlicensed)
2 min read
https://youtu.be/0HHIuX0rj3o

Overview

You can use 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:

  1. A Reservation Title Group, which is a collection of fields shown on the reservation block

     

  2. 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, a Display Context is a bunch of conditions that define when to display a specific Hover Definition and Reservation Title Group. For each reservation, GoMeddo will attempt to apply the 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.

Defining Display Contexts

  1. Navigate to the Display Contexts tab

  2. Click New. Choose Display Context and click Next.

  3. You will see three sections on the form: Information, Context, and Reservation Display.


  4. 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.

  5. 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 GoMeddo determines what context to use, see the next section below.

  6. 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 the follow article on how to change the information shown on the blocks on the calendar:

Define Reservation hovers

See the follow article on how to change the information shown in the hovers on the calendar:

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