Work with records in the new calendar view

The new calendar view displays scheduled activities and their associated details. You can view, create, and delete your activities in a day, week, or month view. For the new calendar view to be visible, the Calendar Control V2 control must be added to an entity view by a system customizer or a system administrator. The Calendar Control V2 control can be added to any entity.

By default, records are displayed in a read-only grid. When the Calendar Control V2 control is added to an entity and the view is changed to the calendar view, records associated with the entity will be displayed in an interactive calendar.

Switch to the new calendar view

The calendar view is made available when the calendar control is added to an entity view. If the calendar view isn't visible, contact your system customizer or a system administrator.

To switch to the new calendar view

  1. In the site map, select an item. For example, Activities.

  2. On the command bar, select the More commands icon, and then select Show As > Calendar Control V2.

    Switch to calendar view

    The activities are displayed in the new calendar view.

    Calendar view of activities

Work with the new calendar view

Using the new calendar view, you can:

Change the calendar view

You can choose from these calendar views:

  • Month: View the entire month.
  • Week: View the week from Sunday through Saturday, by default. You can change the first day of the week in system settings.
  • Day: View the current day.

To change the view

  1. On the navigation bar of the calendar, select the view you're currently in: Month, Day, or Week.

    Select the current calendar view

  2. Select the view you want to change to.

    Select the calendar view you want

If you want to set a calendar view as the default view, you do that through personalization settings.

View details of a calendar item

You can view a summary of a record by selecting it in the calendar. A pop-up window opens and displays the summary information.

Record details for an activity

Details of a calendar item for an activity

Record details for an opportunity

Details of a calendar item for an opportunity

If you want to view complete details about the record, select More Details in the pop-up window.

Note

This view is not customizable. If you would like to customize this view, add your suggestion here.

Create and delete records from the calendar

The new calendar view allows you to create and delete records from the calendar.

To create a record

  1. In the calendar, double-click a date tile (in Month view) or select a time slot (in Day or Week view) in which you want to create a record.

    Select a date tile in Month view

    Select a time slot in Day or Week view

    Depending on the entity on which the calendar control was added, an appropriate New form is opened. For example, if you're viewing leads, a form to create a new lead is opened. If you're viewing opportunities, a form to create a new opportunity is opened.

    Note

    • When you add the new calendar control on the Activity entity, an appointment is created when you create a record from the calendar. The start and end times are filled-in automatically as per the selected date tile or time slots. By default, the duration is set to 30 minutes.
    • When you add the new calendar control on an entity other than Activity, the corresponding entity record is created when you create a record from the calendar.
    • You can also create a new record by selecting and dragging across time slots in Day or Week view.
  2. Enter the detail, and then save the record.

To delete a record

  1. On the calendar, select the record you want to delete.

  2. Select Delete in the pop-up window.

    Delete a calendar item

Search through records

You can use the Search box to filter the records in the calendar based on a search term. For example, when you enter the keyword Meeting, it refreshes the calendar view to show only the records where the title begins with Meeting.

Use a search term to filter calendar records

See also

Add the calendar control to entities