Custom Settings
You can adjust the calendar appearance to your preference. For example, you can change the color scheme used to display loans and reservations, as well as the chart width. You can set these preferences organization-wide, by profile, or by user.
- On Salesforce, go to Setup.
- Navigate to Develop > Custom Settings
- Find Equipment Calendar and click the Manage option in the Action row.
- Click the New button.
- Modify the parameters you want to customize.
- Chart Width: Can be specified as auto (recommended) or a specific value using px or % (e.g. 1000px or 80%).
- Colors for each color option can be specified as valid HTML color names or RGB codes. W3schools maintains a listing of valid HTML color names.
- Show empty rows: Set the default value of the show empty rows toggle on the calendar controls.
- View mode: Select the types of bars to be displayed on the calendar you may type in Loans, Reservations, or All.
- Show collection components: Set the default value of the show collection components toggle.
- Show header: Either show or hide the Salesforce header to allow for a larger calendar display.
- Page size: Set the number of equipment records to be displayed on each calendar page. Be aware that if both Loans and Reservations are being shown the number of rows will double from this value.
- Hide Converted Reservations: Hide reservations that have been converted to loan. This can make for a cleaner display of the overall calendar.
- Description Width: Set the width of the second column (Description) in pixels.
- Order by: Controls the sorting of the Equipment in the view. These are the API names of the fields separated by commas. For example, ELTON__Description__c to sort by Equipment Description, or Name to sort by EQ-NNNNNN.
- Order Direction: Control if the sort is ASCending or DESCending.
- Show Late Loan Bar: Display a bar from the estimated return date of a loan until today. It is recommended to choose a color that stands out for this bar.
- Num of days relative to Today for Start: Set the default Start date of the calendar. Leave this blank to use the past month on the 1st of the month. Enter a negative value to set dates in the past EG. -30 will set the Start Date to 30 days before today.
- Num of days relative to Today for End: Set the default End date of the calendar. Leave this blank to use the next 3 months ending on the 1st of the 3rd month. Enter a positive value to set dates in the future EG. 120 will set the End Date to 120 days after today.
- Show sidebar: Due to conflicts with JavaScript components on the sidebar, this setting has been deprecated.
- Click the Save button to finish.
You can customize the fields shown for equipment on the calendar. For example the image above shows the Equipment Name and Inventory Location fields. You can customize fields to check equipment critical data directly from the calendar.
- Go to Setup.
- Go to Object Manager
- Choose the Equipment object.
- Select Field Sets.
- Select the CalendarGrid field label.
Choose the fields you want to add or remove from the label by dragging them from the list above and then ordering them. Only the first two fields on the list will be visible.
- Click the Save button to finish.
The calendar displays more detailed information about a loan, reservation, or equipment record in a float-over when the mouse is hovering over a record. The fields displayed in the floaters are controlled by Field Sets on the Equipment, Equipment Loan, and Equipment Reservation objects. To customize
- On Salesforce, go to Setup > Create > Objects.
- Select the object you want to modify its displaying information: Equipment Loan, Equipment Reservation, or Equipment.
- Scroll down to the Field Sets section.
- Find the CalendarView field set and click Edit.
Drag fields from the upper area into the In the Field Set panel to add items to be displayed in the floatover. To remove the field, drag fields from In the Field Set back to the upper bar.
- Click Save to finish.
