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Create, Edit, and Share CalendarsCategorized in Feature Setup

In this article you will learn how to :

Troubleshooting:

CalendarAnything Classic KA 

 

Creating a New Calendar

 

To begin creating a calendar, click the gear icon on the top right to open Calendar Settings. Then click Create and Edit > All Calendars:

To create a new calendar, click the Add Calendar button on the Calendar Settings page.
Clicking the Add Calendar button opens the Calendar Settings dialog. Follow the steps to create your calendar.

Calendars Creation page

Name and Color 

Start by picking a Calendar Name. Calendar Name cannot contain +, &, / or = characters. This automatically  populates The Site Calendar Name field, which is uneditable and used when publishing public Site Calendars, discussed in the ADVANCED ADMIN GUIDE

Select a color from the available colors or create a color from the color wheel. Enter your calendar description.

Calendar Criteria

Select the Object and Entry Details for tracking in CalendarAnything LWC, whether custom or standard. The object
you select determines the fields that will be available in following steps.

ο Object Name specifies what Salesforce Object builds the calendar.
ο Field Name can be selected from the available fields and will represent the items on this calendar.
ο Start and End Date/Time fields determine the start and/or end date and/or time within each entry on the
calendar. These must be of the same format (for example, both are dates or both are times.)
ο Gantt Grouping Default relates to the Gantt view feature and allows you to determine which field to use
for grouping records in Gantt view. This field is not required.
ο Gantt Subgrouping Default relates to the Gantt view feature and allows you to determine which field to
use for sub-grouping the grouped records in Gantt view. This field is not required.
ο Gantt Summary Field determines what field will be used as a summarizing field for Gantt Grouping.
ο Swimlane Sort Default determines the field to use as a sorting field when displaying records in swimlanes
(including Day With Grouping Views) when grouping data using User List View or Public Group. Options
are limited to lookup date type fields related to a user, such as Assigned To, Owner ID, or Last Modified By.
ο Designate All Day field acts as a flag for the calendar to display a record with start date/time and end
date/time as an All Day record. Must be a checkbox field type.
ο The Display on Sidebar box determines if the calendar will be available for other CalendarAnything LWC
licensed users to display in their left panel. Leaving this box unchecked effectively marks the calendar as
private.
ο The Allow Editing box allows permissioned users to add or modify events from within the CalendarAnything
UI.
ο The Auto Toggle box determines if other users are able to create new records when viewing the calendar.

Filter Criteria
Specify Filter Criteria. This allows you to filter through object records and display only relevant records. You may
filter based on almost any field available in your selected object and users can add up to 29 filters per each calendar.

Details Popup
Specify Fields To Display On Details Popup. This step allows you to control which fields, if any, display when a
user clicks on a record in CalendarAnything LWC.

Create and Edit Popup
Specify Fields to Display on Create and Edit Popups. If the Allow Edit box is checked, create records by clicking
on a date (or selecting a date range) when viewing the calendar. Here, you may specify which fields are available for
users creating records from CalendarAnything LWC. Some Salesforce objects have required fields, which may not
be removed from the Selected box.

Sharing
CalendarAnything utilizes Salesforce’s Public Groups feature to share calendars to the rest of your organization.
To create Public Groups, your system administrator must set them up in Salesforce. Once they’re set by role or
hierarchy, for example, you will be able to change calendar visibility when creating and editing a calendar.

Do this by going to Display Settings to view the calendars available to them. Users can then move calendars
from Available to the Selected section to display them on the calendar sidebar. Learn More

Conditional Coloring
Assign multiple colors to a single calendar based on field filter criteria.

Display Additional Fields
Select fields to display on Agenda and Swimlane Views.

Related List Settings
Specify related objects

Once you have entered the settings for your calendar, click Save to save your calendar and return to the Calendar
main page. The calendar will display in the left side panel and may now be overlaid with other CalendarAnything
LWC calendars.

Editing an Existing Calendar

Unless a user is a System Administrator, editing a saved calendar is limited to the user who created the calendar.
To easily edit the calendar settings, from the main calendar page, right click on the Calendar name to open the
calendar menu.

Calendar Menu

Selecting the Edit option will open the Calendar Settings page. From this menu, you can also Clone, Hide and Delete the calendar.

Sharing Calendars within your Organization

Some organizations decide to designate a “calendar admin” who is responsible for creating calendars to share with
the rest of the organization.
CalendarAnything LWC utilizes Salesforce’s Public Groups feature to make this possible. Your system administrator
will first have to create public groups in Salesforce setup (for example, by role, hierarchy, or other criteria.)
When creating/editing a calendar, you can then decide which public groups will have visibility to the calendar in
Calendar Settings on the Sharing Tab.

Create and Edit Entries

Create new Salesforce records and edit existing ones straight on the CalendarAnything LWC interface. To enable
this feature, check the Allow Editing checkbox in the Calendar Criteria tab of the Calendar Settings.

Then navigate to the Create and Edit Popup tab. From here, choose the fields you want users to fill out when
creating a new record or editing an existing one. Some Salesforce Objects have required fields, which may not be
removed from the Selected box. Any validations rules are applicable as well.

To create a new record, click on a date (or select a date range) on the calendar and then choose which Calendar
you wish to create the new record.

Fill out the fields (those with red asterisk are required in order to save the entry) and Save your new Salesforce
record.

To edit an existing record, select the record of interest and click on it, then click the Edit button.

Or select the entry of interest and right-click it, then click the Edit button in the context menu.

An Edit Popup window will appear. After making all the changes, click Save.

Drag and Drop Entries

Change the date fields of your Salesforce records from the CalendarAnything LWC interface by dragging and
dropping. To enable this feature, select the Allow Editing checkbox in the Calendar Criteria Tab of the Calendar Settings.

 

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