In this article you will learn about:
- Conditional Coloring
- Filter Panels/Filter Sets
- Global Search
- Add Ons
- Time zones
Conditional coloring allows users to assign multiple colors to a single calendar based on a list of fields. This feature eliminates the need to create multiple colored calendars pulling from the same object using the same field for filter criteria.
Assign multiple colors to a single calendar based on field filter criteria.
In the example below, the calendar is conditionally colored by Status.
Below is the resulting calendar in Gantt view:
Multilevel Conditional Coloring
To enable Multilevel conditional coloring you will first need to enable the option within settings.
To update this setting click on the Gear icon > General Settings > Advanced > Multilevel Color Display
Navigate to Calendar Create and Edit Wizard and Conditional Coloring tab to define Multilevel conditional coloring details.
The multilevel conditional coloring will result in the following calendar being show in a Gantt View.
Three multilevel display options are available to users: Off, Corner and Line.
Filter Panels/Filter Sets
Filter panels and filter sets easily filter a list of displayed records. It’s a great way for managers and executives to slice and dice data on a calendar view.
Administrators can specify which fields should be included in the Filter Panel and even save a collection of specific filters as a Filter Set.
The Filter Panel allows you to use predefined criteria on a temporary basis without having to change the initial calendar setup.You can then save these predefined settings as a Filter Set.
First go to Settings > General Settings > Advance and select the Display Filter Panel and the Display Filter Sets checkbox.
Then go to the Settings > Admin Settings > Filtering. Select which object you wish to filter by in the Object list.
Then move the desired field from Available to Selected and click Save.
The Filter Panel will now display the field. Users can then save this filter selection and create a Filter Set. Administrators can make these 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.
You have the ability to differentiate your data by grouping by field criteria. You can group by:
CalendarAnything users can print CalendarAnything calendars.
To open Print Dialog, click the print icon located in the upper right corner of the application.
In Print Dialog
See a preview of the calendar that will be printed (1), print the calendar by clicking the Print button (2), or open
advanced print settings by clicking the Settings button (3).
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 off any field on the calendar entry/Salesforce record.
Important: To define what you can search by: Use Field Name from the Calendar Criteria tab in Calendar Settings. Select additional fields on the Display Additional Fields tab in Calendar Settings.
Add Ons : Chatter, Attachment and Invitees
Allow users to see different Add-On tabs available within 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.
This option allows Users to see Chatter in Event Details Popup.
To enable this option:
The Chatter checkbox should be set to TRUE, in General Settings > Display and Layout
The calendar object should be added to Selected in Admin Settings > Chatter
Work with Calendars based on the selected timezone, including selecting your preferred timezone and display settings.
To enable this option
Set Display Timezone selector to TRUE, in General Settings > Advanced.
By default, the calendar shows information based on Local Timezone.
To start using the server timezone (the timezones that selected in user settings in Salesforce)
Set Use Server Timezone to TRUE, in General Settings > Advanced.
If there are no selected timezones in Admin Settings > Timezone, you will be able to select from all timezones. In case there are selected timezones in Admin Settings > Timezone, only those timezones will display as options.
If you make an entry in a certain time zone, it always remains in that particular time frame, even if you change the display time zone.
Another thing to consider is daylight savings time (DST). If you are using a time zone that observes DST changes, that will be displayed in Salesforce depending on the time zone in your user settings.