Quick trick for the Calendar: Customize labels of your Activities

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Calendar is one of the features used on a daily basis. It divides in 4 views – Agenda/Day/Week/Month – to simplify the overview of activities. The following trick offers even more efficiency and provides all the important details about activities without the need to open the form itself.

While the Agenda displays all the fields from the selected entity view, the other calendar views only show the information of the first field set to, primary style. However, it is possible to create one single variable which can include information from more than one field.

This method can be applied for each entity with configured calendar dates on its view.

How to create labels with more information than just a subject

In this example the steps are described on the Appointments entity.

Step 1: Create a new view for Appointments.

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Step 2: Choose what you want to see on the label by changing the row’s design in row script editor.

Create a new string variable. Add fields, space or new lines to the displayed text using the “Concat” function which combines texts from multiple strings.

For space in the text – use spacer.

For new line in the text – use “\n”.

Check the following example to see how to create a label with the subject, location and start time of the Appointments.

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Tip: Please check this blog article to see an additional example of row script use https://blog.resco.net/2015/08/11/conditional-formatting/

Step 3: Use this variable on the view and make sure its style is set to Primary.

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Note: Calendar (other than the Agenda view) only shows the information (data) from the first Primary Style field of the selected view.

Step 4: Go to the Calendar section -> open the Calendar you are using in the application -> make sure your view is visible and enabled.

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Step 5: Save the changes, publish your project, synchronize the application and welcome your new informative label.

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More tips like this?

Follow our blog for more useful tips & tricks. And to get an in-depth look at Resco Mobile CRM’s capabilities join us on, October 25-26th for resco.next 2017 – our very own conference focusing on all things mobile CRM. Check out the sessions’ overview and reserve your spot here.

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