This feature provides the functionality to create a new Meeting using the Quick Actions system and set for a default number of days in the future.
Once selected, the Quick Calendar Item Form will launch – allowing the user to modify minimum details about the Meeting:
The above Quick Meeting Item when viewed in the Calendar Display appears as shown:
The details that are automatically added or “copied down” are configured in the Advanced Settings. As an example, if the Quick Calendar Item follows the creation of an Interaction (see the screen below) then you can configure the Setting to copy details from the Interaction.
Once the Calendar Item is created, the Summary and Details are automatically copied.
Note: This feature can be added to the Quick Actions of any Flex list (Interaction is just one example.)
Configuring
- Add the following Advanced Flex Setting.
Setting Name: CalendarColumnMapping
Setting Value: Map columns required
- Use the following format for the Setting Value
[Calendar Column Field Name]=[Parent List Column Field Name]
If our scenario is that we are creating a new Meeting item after creating an Interaction, the above example works together to result in these actions:
Account=Account:
Fill the Calendar’s ‘Account’ column with the value of the Interaction’s ‘Account’ column.
Main Contact=Main Contact:
Fill the Calendar’s ‘Main Contact’ column with the value of the Interaction’s ‘Main Contact’ column.
Summary=Summary:
Fill the Calendar’s Summary column with the value of the Interactions ‘Summary’ column.
Details=Details:
Fill the Calendar’s ‘Detail column with Quick Actions Setting, and the Interaction was created from an Opportunity.
Since a Quick Calendar Item can be created from other Flex Items (other than a new Interaction) the CalendarColumnMapping Setting can handle multiple situations.
How this works
The code goes through each entry to find a Column in the source item that matches. Say you are doing this for an Interaction and the Interaction doesn’t have a column named “Opportunity Details”, that entry will be ignored.
If the Quick Actions Setting is set to “ThisItem”, then “Meeting Details” will be populated by the Interaction’s “Interaction Details” column. If this is after you’ve created a new Opportunity and you’ve got the “QuickCalendar” entry using “ThisItem”, then it will use the Opportunity and the “Meeting Details” will be populated by the Opportunity’s “Opportunity Details” column.
Note: The Calendar Start and End times will be handled by the function – do not map these.
Add the following value to any of the “[ListName]QuickActions” Setting that the Quick Calendar Item should follow.
The first parameter must be the word “QuickCalendar” which is followed by a number of days from the current day that the calendar should default to. The user can change this as they complete the Quick Calendar Item process each time.
Note: The Syntax previous name for this setting was [ListName]NewFollowUp. Either name will work.
Like the “Quick Task” functionality, you can add multiple Quick Calendar entries for different days.