Quick trick for the Calendar: Customize labels of your Activities

lightbulb_main

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.

quick_tip1

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 a 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.

quick_tip2

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.

quick_tip3

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.

quick_tip4

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

quick_tip5

The advanced way of creating custom activity labels

If you are an experienced Woodford user, you might be interested in one more way of creating customized labels for your activities.

This method uses a single action, in which you are going to create a String variable type using the “Format Text” option instead of linking together multiple strings.

Step 1: Open Row Script on your view

Step 2: Create a new string variable by choosing “Format Text” option from the available actions.

Step 3: In the text field, type what you want to see on the label; use the following syntax:

  • For records of the entity use curly brackets and specify the field the exact same way as you know it from rules; e.g. {Entity.subject} or {Entity.location}, etc.
  • For empty line use the “\n” sign
  • For additional text that is not taken from the application data, just type it into the string

activity_labels_1

activity_labels_2

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.

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s