General Settings enable you to customize the CalendarAnything LWC interface and can be configured by all calendar users. Admin settings also provide calendar customization options but must be configured by a system administrator.
In this article you will learn about CalendarAnything interface customization settings in the following groups:
General Settings
To access these settings, click the CalendarAnything settings gear. By default, the General Settings page shows the Display and Layout settings.
Display and Layout settings
The Display and Layout group of settings enables you to customize calendar display, for example, text size, first day of calendar week, default calendar view, and so on.
IMPORTANT: Non system administrators won’t have access to all settings.
These are the Display and Layout setting definitions:
- Display Size
Small, Medium, or Large. - Default Calendar View
Day, Week, Month, Custom, Agenda, Gantt, or Swimlane views. - Default Calendar View for Mobile
Default calendar view options for calendars displayed on mobile devices. - Use last Selected View
Defaults calendar view to the last view selected for the calendar. - Display Mini Month Navigator
Adds a small (mini) calendar to the sidebar. - Sticky Mini Month Navigator
Makes the mini calendar sticky when it is being scrolled. - Week Starts On
Applicable to 7 Day Week, Month, and Custom views. - View Options
Specifies whether the Month, Week, Day or Swimlane views will show 5 days, 6 days, or 7 days. - Display Search Bar
Places search bar on calendar. - Add-ons
Each selected option will appear as a tab on the calendar Details popup. - Pin Current User (Swimlane, Day Grouping)
Pins current user in Swim Lane or Day Grouping for user related groupings, such as Public Groups, User List View, and Queue. - Language
Options for setting default language used in CalendarAnything calendars. - Display Week of the Year
Option to include the week of the year when showing the date on the calendar. - The First Week of the Year
Calendar numbering starting point options:- 4 Full days: The week numbers start on the first week that has at least four days.
- Full Week: The week numbers start on the first week that has seven days.
- First Day of the Year: The week numbers start on the first day of the year. This is the default value.
- Remember Last Event Detail Popup Position
When this option is selected, CalendarAnything will remember the position of the last displayed detail popup and the last displayed size if the popup had been resized.
Advanced Settings
Advanced General Settings provide additional calendar customization options.
These are the Advance setting definitions:
- Show Titles
- Off: Hover does nothing
- Compact: Hover shows Title only
- Detailed: Hover shows Title and Date
- Full Agenda: Hover shows information from Details Dialog without popup box
- Details Dialog: Hover shows entire Details popup.
- Dismiss Error Messages
Choose Yes/No. No means users must automatically exit an error message, Yes means CalendarAnything automatically dismisses error messages after 10 seconds. - Event Bar Label Includes
See time details on the entry label at a glance. Applies to Day/Week and Month Views. - Enable Second/Third Level Fields
Gives users an ability to show Second/Third level details on a given event. - Advanced Clone
Include Attendee records when cloning events - Parallel Requests to Server
Increase load speed by breaking up data requests to Salesforce’s servers. - Display Creating Dates
Control the display of Entry Start and Entry End fields in Edit mode. When the checkbox is checked, fields
selected as Entry Start and Entry End will be visible to the user. - Load Only Last Selected Period
Loads data only from the month that user is currently viewing. - Confirm Delete
When checked, CalendarAnything prompts a user to confirm before moving items to trash. - Display Multiple Contacts
When checked, includes all contacts for an event to all calendar views. Make sure “Allow Users to Relate Multiple Contacts to Tasks and Events” activity setting is enabled in your org. - Calendar Loading Settings
Automatically add events to the specific calendar when using Create and Edit Popup when enabled. - Enable Calendar after Quick Creation
Determines whether corresponding calendar will be turned on when adding a new event. - Quick Creation Mode Select
Selecting this setting, enables a create form selected for a calendar to override the default form indicated in the Use CalendarAnything Create Forms component property. - Open Record Details in New Browser Tab
Determines whether the Details popup is displayed in a new browser tab. If this option is not selected, you can use the browser’s back arrow to return from the Details popup to the calendar. - Display Timezone Selector
Selecting this option places a dropdown field for timezone selection on the calendar sidebar. - Use Server Timezone
Selecting this option causes the calendar to use the server timezone instead of your local timezone - Auto Refresh
When set to API Auto, will automatically refresh calendar data. Note that this option will increase the number of API calls and count towards org’s API Usage.
Admin Settings
Admin Settings allow for more complex calendar configuration and require system administrator privileges to be updated.
Lookup
For selected Object, move Available fields to Selected to display within Details Popup.
Grouping Fields
For selected Object, limit fields that can be used as Grouping Fields in Swimlane, Gantt, and Day Grouping calendar views.
Custom Grouping
Create and configure grouping that is not found within native Salesforce by creating custom grouping(s) for Swimlane and Day Grouping views.
Chatter
Use Salesforce Tracking Feed for Objects or manually select Objects to limit Chatter feed on the Details popup.
Timezone
If there are no selected timezones in Admin Settings > Timezone, you will be able to select from all timezones when they are enabled in General Settings. In case there are selected timezones in Admin Settings > Timezone, only those timezones will display as options.
Filtering
First, enable Filter Panels and Filter Sets: Navigate to Settings > General Settings > Advance and select the Display Filter Panel and the Display Filter Sets checkbox.
Then navigate to Settings > Admin Settings > Filtering. Select the filter object from the Search Object list.
Move the desired field from Available to Selected and click Save.
