---
title: Custom Settings
slug: equipmenttrack/custom-settings
description: Configure custom settings in Unaric Equipment Track's calendar to match your exact business rules. Change the calendar appearance and customise fields and hovering information.
docTags: 
createdAt: 2024-11-06T18:26:42.074Z
---

## Calendar appearance

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.

1. On Salesforce, go to **Setup**.
2. Navigate to **Develop > Custom Settings**
3. Find **Equipment Calendar&#x20;**&#x61;nd click the **Manage&#x20;**&#x6F;ption in the Action ro&#x77;**.**
4. Click the **New&#x20;**&#x62;utton.
5. 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:&#x20;**&#x53;elect 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:&#x20;**&#x48;ide reservations that have been converted to loan. This can make for a cleaner display of the overall calendar.
   - **Description Width:&#x20;**&#x53;et 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:&#x20;**&#x43;ontrol 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:&#x20;**&#x53;et 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.*
6. Click the **Save** button to finish.

## Customize fields

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/iIWIkef--HWuCYLb1yqhI_image.png)

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.&#x20;

1. Go to **Setup**.
2. Go to **Object Manager**
3. Choose the **Equipment** object.
4. Select **Field Sets**.
5. Select the **CalendarGrid** field label.
6. 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.

   ![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/4FBCE0y-hP8zHjA2__Tzi_image.png)
7. Click the **Save&#x20;**&#x62;utton to finish.

## Customize hovering information

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/P9BnD33qNH0plWqgXAc90_image.png)

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&#x20;

1. On Salesforce, go to **Setup > Create > Objects.**
2. Select the object you want to modify its displaying information:**&#x20;Equipment Loan, Equipment Reservation,&#x20;**&#x6F;&#x72;**&#x20;Equipment.**
3. Scroll down to the **Field Sets** section.
4. Find the **CalendarView&#x20;**&#x66;ield set and click **Edit**.
5. Drag fields from the upper area into the **In the Field Set&#x20;**&#x70;anel 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.

   ![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/UTw9Xzknya2drgjaGGgN7_image.png)
6. Click **Save** to finish.

