CalendarAnything’s Conditional Coloring feature enables users to assign colors to calendar records based on lookup field value.  Adding a new lookup value requires adding a new color code condition to prevent records with the new value from being shaded in the default calendar color.  For example, an organization has ten accounts. Calendar records for Account A appear in blue; records for Account B appear in green, and so on. When a new account is added, all records for the new account appear in the default calendar color unless a color is configured for the account.  Dynamic Conditional Coloring eliminates this manual configuration update process.

This article explains the Dynamic Conditional Coloring feature and shows you how to use it.

How Dynamic Conditional Coloring Works

When building a calendar, CalendarAnything evaluates each record to determine whether a Conditional Color code applies. With Dynamic Conditional Coloring in effect, CalendarAnything detects a record that requires a color assignment and does the following:

• Assigns a color to the new value.
• Shades the record in the new color.
• Saves the new color code/field value combination for subsequent calendar builds.
• Adds the new color to the sidebar’s Conditional Coloring legend.

Take a look at the two examples below showing the same calendar with the same data. The first calendar was built with standard Conditional Coloring in effect. The second calendar was built with Dynamic Conditional Coloring in effect.

How to configure Dynamic Conditional Coloring Advanced Settings

1. On the sidebar, right-click the name of the calendar and select Edit. The Create and Edit Calendar wizard is displayed.
2. Select the Conditional Coloring step.
3. Remove any existing color assignments for the lookup field you are about to configure.
4. Click Add.
5. From the Field Name dropdown, select the lookup field. Only lookup fields can be assigned dynamic coloring.
6. From the Operator field dropdown, select Dynamic. If Dynamic is not an option, you have not selected a related lookup field.
7. The Color field can be left with the default, or you can select a different color. For dynamic coloring, this field is used in conjunction with the Color Field on the Advanced Conditional Coloring Settings popup.
8. Click the Wrench icon. The Advanced Conditional Coloring Settings popup is displayed.
9. Enter a Custom Label that will appear as a heading on the sidebar above the dynamic color legend.
10. Optionally choose a different Start Color. The application uses this field for the first color dynamically applied to the lookup field. Remaining dynamically assigned colors are chosen based on the initially assigned color.
11. Select the checkbox labeled Flexible.
12. Optionally select a Color Field. Important! This field must be a text field on the object that contains the lookup field and must contain a hexadecimal color code without the preceding pound sign. An example would be ffcc33. If you select a color field that has no hexadecimal value, the application applies the corresponding Color field value on the main Conditional Coloring page.
13. Optionally select a Sort option to sort the Conditional Coloring legend by an alternate value.
14. Optionally enter a Limit past which colors will no longer be dynamically assigned.
15. Click Save on the popup. The popup closes.
16. Click Save on the Conditional Coloring page.