Set up and configure a single resource calendar

In order keep configuration simple, please perform the following steps in Salesforce Classic (GoMeddo is Lightning-Ready, you may afterwards use the app in Salesforce Lightning as you please)

If you want to display a single Resource in more detail, or are only interested in one Resource and want the calendar to not load any unnecessary data, the Single Resource Calendar is a good choice. A Single Resource Calendar shows one Resource in a view that allows for a more detailed view of the resource.

Single resource calendar example

Make sure to enable the following Record Types on your Profiles and Permission Sets:

Create a Tab to make your Calendar accessible

If you haven't done so already, follow step 2 in Create a Calendar page for any object. This will make the Calendar accessible in a tab for yourself and your users.

Edit an existing Single Resource Calendar record

1. Go to the Calendars tab

2. Click Go! next to All

   

   
   

3. Select Single Resource Calendar record you want to edit (the name starts with Single)

4. Edit the fields according to the following information: Calendar record fields

Edit an existing view

1. Go to the Views tab in the menu bar

2. Click on Go! next to All

3. Select the Single Resource Calendar View record you want to edit

4. Enter the desired view configuration according to the view record fields section

Setting up a Hover for Reservations on the calendar

GoMeddo allows you to define a popup window that appear at the users cursor when they hover over a reservation on the calendar

1. Go to the View record for which you want to create a Hover

2. Scroll down to the Reservation Display related list

3. Click New

4. You should now see the following page
   

   

5. Fill the Resource Type field only if you want to create a Resource Type specific Hover (Display Reservation Time is deprecated and wil be removed in later GoMeddo versions)

6. Click Save

7. You should now be on the detail page of the reservation display object. For a detailed explanation of the hover setup see the Add fields and related lists to the hover.

Linking a view to a calendar

If you set up your own Calendar and View records, you need to connect them as follows.

1. Go to the Calendars tab and select the calendar you want to link to the View.

2. Scroll down to the Calendar Views related list

3. Click New Calendar View

4. You should now see this page
   

   

5. For View, select the View object you want to link to this Calendar

6. If this view should be selected by default, check Default View. (Only one view should ever by marked as Default. If a different view is already marked as Default, do not forget to uncheck it on that View)

7. Enter a number to specify the order of this button on the calendar. The buttons on the calendar page are ordered from left to right, from lowest to highest

8. Click Save

Configuring the reservation colors

For details on reservation colors see Reservation Statuses

More detailed field information

Calendar record fields

Field name	Description
calendar Name	The name of the calendar. This name is not used in the ui but is used to identify the calendar. This field has to be one of three values 'SingleResourceCalendar', 'SingleStaffCalendar', 'SingleGroupCalendar' used to configure resource staff and group calendars.
Reservation Field	GoMeddo has three resource types resource staff and group. Based on what type you want this calendar to display pick either B25__Resource__c, B25__Staff__c or B25__Group__c.
Reservation Title Field	Deprecated and wil be removed from the page layout in future versions of GoMeddo. Just leave it at the default value.

The three fields under default colors specify the color of reservations on this calendar that do not have any more specific reservation color defined using reservation types and status.

Example:

Field name	example value
Default Text Color	white
Default Background Color	orange
Default Border Color	blue

Results in the following reservation appearance.

Reservation title record fields

Field name	Description
Title name	The Api name of the field you want to display on the calendar. Starting point for this field is the reservation object.
Bold	If the value of the field should be made bold on the reservation
Font Size	The font size the value should appear in on the reservation
Calendar	The calendar that the title belongs to.
Order	The order in which the titles should appear on the calendar with lower numbers being first.

Example of a reservation with various titles with different settings.

View record fields section

Views records are what specify ways to look at the calendar the available views are shown in the top right corner of the calendar

 

View fields:

Field name	description
Slot duration
Slot height
View duration
Day Header Time Format	Specifies the format of the header on the calendar. The format needs to be specified according to these date format options. Example with ddd MMMM yyyy.
Label	The text displayed in the buttons to switch between views
Unique Identifier	Unique id for this view.
Hide Times Without Reservations	Hides all times at the start and end of the day if there are no reservations there. Example calendar with and without the setting enabled. Overrides Hide closed times without reservations. Example of the difference between Hide Times Without Reservations setting and Hide closed times without reservations
Time Range Format	The format for the time range at the top of the calendar. It is posible to specify formats for the start and end date of the calendar. Using start{<formatting tokens>} and end{<formatting tokens>} for the formatting tokens use moment.js formatting tokens (http://momentjs.com/docs/#/displaying/format/). example: start{ddd MMM DD} - end{ddd MMM DD, YYYY} would result in Sat Sep 01 - Mon Oct 01, 2018
Hide closed times without reservations	Hides all times where the resource is closed at the start and end of the day if there are no reservations there. Example calendar with and without the setting enabled.

Time header:

Field name	description
Time header Width	The width in pixels of the time header.
Time Header Format	The time format of the sidebar containing the time of day on the Single Resource Calendar. Valid values: Clock12Hours, Clock24Hours, Auto. Auto wil use the users preferred time format set in salesforce.
Time Header duration	The increments of the time header should divide 60 without a remainder. Should also either divide slot duration or be divided by slot duration without a remainder.

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