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Using Icon Formula Field to add icons to Calendar Entry NameCategorized in Feature SetupCategorized in InstallationCategorized in User Guide

In CalendarAnything you can display a small graphic in the Calendar events. Follow the following steps in order to do so:

1. Locate an Image, preferably a square image in .png format. If the format is not .png, it is recommended that you use an image editor such as photoshop or pixlr.com to remove any background color.

2. Once completed, upload the image to the CalendarAnything folder in the Salesforce Documents tab. You may name the image any name you would like in order to help you identify it later. It is important to ensure that the “Externally Available Image” checkbox is checked as shown in the screenshot below.

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3. After the image is saved, go back to the document tab. In the Document Folder section, select the CalendarAnything folder from the drop down and select go
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4. After you have selected Go, you will be redirected to the Contents of the CalendarAnything folder. It is very important that you select the View link to the right of the image which you have uploaded.
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5. A new tab will open in your browser with the image selected, the URL will look something like this: https://na20.content.force.com/servlet/servlet.FileDownload?file=01530000002LPP3 Copy everything beginning from the /servlet until the end of the URL so your link now looks similar to the following text: /servlet/servlet.FileDownload?file=01530000002LPP3. Save this link on a notepad or in your email as you will need it shortly.

6. Go to the object which you are using for your Calendar Events and create a new Field with the Type as Formula and select Next. Please note that if you are using standard Tasks or Events, you must create the custom field under Activity Custom Fields.

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7. Step 2 requires you to Name the field. You may name this field according to your business or one which will help you distinguish it from other fields. Some examples are Activity Name or Event Name with Icon. At the bottom of page, select the Data Type of Text and select Next.

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8. On step 3, you may begin to write your formula. The formula function you will be using is IMAGE. The first portion of your formula will use the URL you copied from your document. IMAGE(/servlet/servlet.FileDownload?file=01530000002LPP3, please remember that it is very important that you place your URL in double quotes. The second portion of your Formula must contain text which describes the icon, feel free to use the Document Name which in this case is Star Icon, again the text must contain double quotes. IMAGE(/servlet/servlet.FileDownload?file=01530000002LPP3, Star Icon, Now the next step is to indicate the Icon Height and Width in pixels. We have found that approximately 10 appears to work best within the Calendar View. However feel free to adjust as you see fit and continue to make changes after you have completed all the steps in order to adjust to the height and width of your liking. IMAGE(/servlet/servlet.FileDownload?file=01530000002LPP3, Star Icon, 10, 10)& now after the ampersand, you can include any field that you want displayed directly on the Calendar Event when viewing a Calendar. In this case we will use Name. IMAGE(/servlet/servlet.FileDownload?file=01530000002LPP3, Star Icon, 10, 10)&Name Before selecting Next, select the Treat blank fields as blank in the Blank Field Handling section and select Next.

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9. Step 4 requires to provide visibility for the field. You may give access to all Profiles or limit it to the Profiles which view the Calendar and select Next. It is important to note that if you do not provide access to the Profile and Users in that Profile can view the Calendar but not the field, the Calendar will not appear to have a Name for those Events.

10. Step 5 will determine whether or not you want to add this field to any page layouts for the object. Deselect any page layouts as this field will be used strictly for the Calendar and select Save.

11. Navigate back to your Calendar tab and select the Calendar you wish to edit

12. Select Edit from the Calendar Dropdown

13. Go to step 2 of the Calendar Edit wizard and select the Formula Field you just created as the Entry Name and Save the Calendar. Your calendar should now have Icons in the Entry Name similar to the image below.

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Should you wish to have Icons by determined by a Type field, you may upload several icons and use IF statements to separate the Image formulas.

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