Calendar

The Calendar module allows you to create and manage multiple activity objects, viz. Activity, Task, and Event. Configure the Calendar view and apply custom color settings to different activity types.

Calendar Interface

To learn how to work with the Calendar module, go to the Using Calendar article.

The calendar includes two main sections.

Left menu

Select the appropriate list view with accounts, contacts/references, or the hierarchical view.

  • If the Reference object is not selected in the Reference Object API Name field, records of the Contact object will be displayed in the Calendar left menu. Otherwise, records of the Reference object are displayed.

Main screen

Drag-and-drop one or several records simultaneously from the left menu to plan new activities.

  • If configured, fill in the required fields in the mini layout.

  • The title of the activity in the calendar grid is the value of the first field in the compact layout, and the subtitle is the value of the second field in the compact layout.

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Adding Calendar to the Menu

To add the Calendar module to the app menu:

  1. Go to CT Mobile Control Panel: App Menu tab.

  2. Select the required profile in the Location picklist.

    General Settings will be applied to all the profiles without individual settings.

  3. Click the 62562609 button to open the Add menu item tool.

  4. Select the Calendar item.

  5. Click Add to close the Add menu item tool.

  6. Click Save.

The setup is complete.

Configuring the Calendar

To configure Calendar:

  1. Go to CT Mobile Control Panel: Calendar tab.

  2. Select the required profile in the Location picklist.

    General Settings will be applied to all the profiles without individual settings.

  3. Turn on the Enable Activity Planning.

  4. Customize the calendar and specify Activity objects.

  5. Click Save.

The setup is complete.

Algorithm for Filling Out the Lookup Field on Activity

During the Activity record creation by drag-and-drop an Activity record to the calendar grid, the CT Mobile app fills out the corresponding lookup field to the related object according to the algorithm:

  1. If there is only one lookup field on the Activity object to the related object, the lookup field will be filled out with the record of the related object.

  2. If there are two and more lookup fields on the Activity object to the related object, and the lookup field has the Account, Contact, or Reference keyword in the API name, for example, AccountId__c, the lookup field will be filled out with the record of the specified object. If several lookup fields have one of the keywords in the API name, any of them will be filled out.

  3. If there are two and more lookup fields on the Activity object to the related object, and none of them has the lookup field with the Account, Contact, or Reference keyword in the API name, any of them will be filled out.

For the Event and Task objects, the filling of the Name (WhoId) and Related To (WhatId) fields is applied.

Additional logic to fill out lookup fields:

  • when a user drag-and-drops a Contact record to the calendar grid, CT Mobile will also fill out the lookup field to the Account object (if the field exists) during the Activity record creation.

  • when a user drag-and-drops a Reference record to the calendar grid, CT Mobile will also fill out the lookup field to the Account and Contact objects (if the field exists) during the Activity record creation.

Conditions to Show Activity on the Calendar Grid

The Activity record is displayed in the calendar grid according to the presence of the Start Date and End Date fields on the Activity object and the values in these fields:

  1. If both fields are present on the Activity object:

    1. When both fields are filled out, the Activity record is displayed in the Day and Week views.

    2. When the value in one or both fields exceeds the specified visible hour range, the Activity record is displayed in the All-Day slot in the Day and Week views.

    3. When only one of the fields is filled out, the Activity record is only displayed in the Month view.

  2. If there is only the Start Date field is present on the Activity object and when this field is filled out, the Activity record is displayed in the All-Day slot in the Day and Week views.

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