Equipment Calendar
4min
The ELTON Calendar provides a visual overview of equipment reservations and loans.
- View equipment information: The calendar displays equipment reservations and loans in a scrollable Gantt chart format. Hover over a record to display more details about that record, including its availability.
- Filter elements: You can filter the calendar to display only reservations, loans, or both, depending on your needs. It's recommended to use list view filters to limit the displayed records for optimal performance (ideally around 100).
- Interact with records: Clicking on existing records opens a dialog box where you can make changes to the existing reservation or loan details and view detailed information about the associated equipment. Clicking on an empty slot Initiates the creation of a new reservation (R) or loan (L). When you either save or cancel your edit you will be returned to the calendar display.
The calendar offers various customization options accessible through the Options pane:
- Date Range: Specify the date range displayed on the calendar.
- Show Empty Rows: Choose whether to display empty rows in the calendar view.
- Show/Hide Collection Components: Select which information to display, such as user, contact, account, or opportunity associated with the record.
- Show/Hide Loans or Reservations: Filter the view to display only loans, reservations, or both.
- Order By: Sort the calendar entries by various criteria like start date or equipment name.
The Options section on the Equipment Calendar tab allows you to determine what gets displayed in the calendar.
- List View: This drop-down allows you to use different views of equipment. Views are a standard Salesforce feature for creating criteria to be displayed for records. For more information, see the Create List Views Salesforce documentation page.
- Show: This drop-down allows the user to show Equipment Loans & Equipment Reservations, Equipment Reservations only, or Equipment Loans only.
- From and To: These two dates control the date range displayed on the calendar view.
- Show Empty Rows: This checkbox determines if equipment records with no loans or reservations will be displayed.
- Show collection components: This checkbox determines if collection component records are displayed. If this is unchecked, all equipment records that are not in a collection and all master equipment records from collections will be displayed.
- Color legend: The eight colors used to display Loans and Reservations are displayed in a legend. The checkboxes embedded into each color box allow you to display or hide that type of record.
- Order By: Select to sort equipment by Name or Description, Ascending or Descending.
Updated 07 Nov 2024
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