In this article you will learn about:

• Conditional Coloring
• Multilevel Conditional Coloring (Multilevel Color Display)
• Filter Panels/Filter Sets
• Organizing Filter Sets with Folders (Video)
• Grouping
• Printing
• Global Search
• Add Ons
• Time zones
• Offline Mode

Related Articles: 

• Troubleshooting 
• Create, Edit, and Share Calendars

Conditional Coloring

The image below represents an example of a calendar configured with Conditional Coloring.  You use the Conditional Coloring step of the Create/Edit calendar wizard to specify each color and the criteria that must be met for records to be shaded in that color. The example below shows three colors, each of which is associated with a specific campaign status:

• Green: Records for In Progress campaigns
• Red: Records for Completed campaigns
• Gold: Records for Planned campaigns

Calendar in Month view with colors based on Status

Note: The default calendar color is used for records that qualify to be displayed on the calendar but do not meet any conditional coloring criteria.

How to configure Conditional Coloring for a calendar

Use the Conditional Coloring step of the Create/Edit calendar wizard to configure conditional coloring.

Conditional Coloring settings in the calendar wizard

Refer to the section on Conditional Coloring in Create, Edit, and Share Calendars for help.

Multilevel conditional coloring (Multilevel Color Display)

The Multilevel Color Display setting enhances Conditional Coloring by enabling you to apply up to three additional colors per calendar record. Each additional color is configured with an associated condition. If a calendar record meets the condition, the color is applied. Additional colors are displayed on the right side of the primary color area. The additional colors appear either in the corner or as a vertical line depending upon the Multilevel Color Display option selected. The calendar in the image below shows an example of the line option in use.

Calendar with conditional coloring based on Status, Type, Name, and Owner conditions and the Multilevel Color Display set to Line. (Click to zoom. Click Escape or X (close) to return.)

How to configure multilevel coloring

First, conditional coloring must be configured for the calendar. The image below shows the same Conditional Coloring settings used in the prior example plus a couple more to take advantage of Multilevel Color Display.

To enable multilevel conditional coloring, you must also select a Multilevel Color Display option other than the default value of Off.

To update the Multilevel Color Display setting, perform the following steps:

1. Click the CalendarAnything gear icon.
2. Under General Settings, select Advanced.
3. Find the Multilevel Color Display field and select either Line or Color.
4. Click Save.

Filter Panels/Filter Sets

Filter panels and filter sets enable the calendar user to see only records in which they are interested during any given calendar use session. Managers and executives use filters to slice and dice data on a calendar view. 

Administrators can specify which fields should be included in the Filter Panel and also save a collection of specific filters as a Filter Set.

The Filter Panel allows you to use predefined criteria while using a calendar without having to change the initial calendar setup.You can then save these predefined settings as a Filter Set.

Follow these steps to ensure a Filter Panel and any Filter Sets on your calendars:

1. Click the CalendarAnything gear icon to go to Settings.
2. Under General Settings, select Advanced.
3. Find and select the Display Filter Panel checkbox and the Display Filter Sets checkbox.
   
4. Click Save.

Of course, there must be filters configured before they can be displayed in the filter panel. Follow these steps to ensure filters are configured for your calendars.

1. On the Settings menu, click Admin Settings.
2. Click Filtering.
3. On the Filtering page, verify that any existing filters are sufficient.
4. To add filters:
   • Select a search object from the Search Object field list.
   • Move fields from the Available panel to the Selected panel as needed.
   • Click Save.

The Filter Panel displays the filter fields configured in Settings. Users can then save a subset of filter fields that they used by creating a Filter Set. Administrators can make Filter Sets global for everyone, or individual users can define their own.

Global Filter Sets can be  created  by users with ModifyAllData  permissions.  Global filter sets should  be available to all users (CA_UserSettings sharing should be set to Public Read/Write). Global filter sets can be cloned by any user and saved as a user-specific filter set.

Filter Sets can be created by any user. These filter sets will be visible only to the user who created them. They will be stored as a filter set record in CA_UserSettings.The user can Edit, Clone, Delete, and rename the Filter Set or make it the default. Whenever a user loads or refreshes the page, they’ll see the default filter set. This does not include “calendar refresh” using the Refresh button.  To change the default setting, click Remove as Default in the right-click dialog If that option is selected, it will remove that record and future page loads/refreshes will not enable that filter set.

Filter Folders (Video)

Grouping

Field grouping is supported for these calendar views:

• Day/Week view 
• Gantt view
• Swimlane view

Printing

CalendarAnything users can print CalendarAnything calendars from any view. 

To print a calendar:

• Enable calendar(s) you wish to print (on left sidebar)
• Click on the Print button
• Within Print Mode, click Print.  
• Click Print within Print Preview window.

In Print dialog

You have several options in the print dialog as shown in the annotated image below.

(1) See a preview of the calendar that will be printed.

(2) Print the calendar by clicking the Print button.

(3) Open advanced print settings by clicking the Settings button.

General Settings for Day, Day Grouping, Week, Month, Agenda and Swimlane views:

• Dates – Define the date range you want to see printed/exported to excel
• Color – Display calendar colors? True = Events with color, False = events without color

Print Settings (Header) 

• Date Range – Prints date range selected
• Filter Set Names – Prints additional information about filter sets 
• Author  – Adds the name of the user printing the file

Print Settings (Display Events) 

• Time – Show/hide event times
• Calendar Name – Show/hide calendar name
• Display Additional Fields – Show/hide additional fields 
• Truncate Title – Shows title information on a single line

Print Settings (Template Settings) 

• Print Template – Allows you to select any existing template for your file
• Custom CSS – Allows you to write custom CSS for your file 

Print Settings (Month View) 

• Max Events/Cell – Define number of events show in a single cell (one day) 
• Font Size – Define font size
• Split by Month – Allows you to split the print file month by month

Print Settings (Gantt View)

• Color – Display calendar colors? True = Events with color, False = events without color
• Phrase – Text to be displayed in table header
• Layout Settings – Define Layout (Landscape or Portrait)
• Display Size – Define Layout Size (Letter, A4, Etc.)
• Print Order – Define print order for events (By Calendars, By date)

Global Search 

Typing in the Search box automatically filters events on the calendar layout to show only those that contain entered search criteria. Global search gives you the ability to search by any field on the calendar entry/Salesforce record. 

Add Ons : Chatter, Attachment and Invitees

Allow users to see different Add-On tabs available within the Details Popup, including: Chatter, Attachment and Invitees tabs. 

• The Chatter tab allows users to see the Chatter posts on the event record. Users can also write Chatter posts from the tab itself. 
• The Attachment tab displays a list of attachments with file extension and size. Users can add and delete attachments from the tab as well. 
• Invitees allows you to invite users, leads, and contacts to an event.
• Chatter allows users to see Chatter in the Event Details Popup.

Enabling Chatter

To enable Chatter, follow these steps:

1. Go to CalendarAnything General Settings.
2. Select Display and Layout.
3. Find the Add-ons field section.
4. Select the Chatter checkbox.
5. Click Save.

Chatter Feed Settings

Chatter settings enable you to limit the fields on which your chatter feed is based.

To limit the fields for the Chatter feed, follow these steps:

1. Go to CalendarAnything Settings.
2. Select Admin Settings.
3. Select Chatter. The Chatter settings page appears.
4. You have the option to limit the fields on which your CalendarAnything Chatter feed is based, regardless of whether doing so would omit Chatter in your feed that is included in the Salesforce feed. To enable this option, make sure the checkbox labeled Respect Salesforce Chatter Field Tracking is cleared.
5. You can filter the list of fields in the Available panel by entering a filter value in the Objects search field.
6. Move fields from the Available panel to the Selected panel as needed.
7. Click Save.

Select one or more objects for the Chatter feed. Admin Settings > Chatter

Time zones

You can set your preferred timezone and display settings for working with calendars.

To set your preferred timezone, follow these steps:

1. Go to CalendarAnything Settings.
2. Select Admin Settings.
3. Select Timezones. The Timezones settings page appears.
   
4. You can filter the list of timezones in the Available panel by entering a filter value in the Search field.
5. Move your preferred timezone from the Available panel to the Selected panel.
6. Click Save.

Using the Server Timezone

By default, the calendar shows information based on your local timezone. To use the server timezone, follow these steps:

1. Go to CalendarAnything General Settings.
2. Select Advanced.
3. Find and select the Use Server Timezone field.
4. Click Save.

Offline Mode

For Mobile users, CalendarAnything LWC allows you to view your Calendars and records that were loaded during your last session, even after you have lost your internet connection.
Note: This feature is available for Mobile only.

To enable the offline mode feature for your mobile application, follow these steps:

1. Go to CalendarAnything General Settings.
2. Select Advanced.
3. Select On from the Load Offline Data field.
4. Click Save.