Overview

The Calendar component provides three viewing options: Monthly, Weekly, and Daily. This flexibility allows users to navigate and manage their schedules according to their preferences.

By default, the Calendar highlights today’s date, making it easy for users to focus on the current day’s activities. This feature helps ensure that important dates and tasks are not overlooked.

Additionally, users can save records directly within the Calendar component. This functionality enables seamless tracking and management of events, tasks, or appointments across different time frames. By consolidating important dates and activities in one location, the Calendar helps users stay organized and efficiently manage their schedules.

Notes:

Click the Calendar icon to view the date, month, and year in calendar format. Use the Month drop-down menu to select between Month, Week, and Day views.
You need to create workflows for the New and Refresh buttons of the Calendar component. A workflow is a container that automates specific actions based on defined criteria. If the criteria are met, the actions will be executed otherwise, no action will occur.
You can create a new record by using New Action and for the record creation, click on the New button.

Reference: Workflow

Calendar Configurations

Attributes

Attributes are the options available for each component, allowing you to customize its appearance and functionality. They help you tailor the look and behavior of your components to fit your needs.

Basic:

Basic

Attribute Name	Description

Attribute Name

Description

Component Size

This allows users to modify the size of a specific component according to the grid size of layout.

For example,
If the layout grid size is 3 then layout is divided into 3 sections then you can changes the components size between 1 to 3.

Model

Models are essential for displaying content (fields) in the layout, and they are primarily used for creating or editing records.
When performing any action related to events, you need to include a model to ensure proper functionality.
Detailed guidance on creating and configuring these models can be found in the Models section, which provides the necessary support for setting up and using models appropriately.

Note: Specifically, for the Calendar component, you should create a Multi Record Model to manage and display multiple records effectively.

Reference: Calendar Model Setup

UI state:

UI State

Attribute Name

Description

Visibility Type

It determines whether a component is visible on the layout. It offers the following visibility types:

Always: The component will always be visible.
Conditional: The component's visibility is determined based on specific criteria, which can make it either visible or hidden as needed.

Reference: Conditional Visibility

Base UI:

Base UI

Attribute Name	Description

Attribute Name	Description
Margin Location	"Margin Location" refers to the spacing around the outside edge of an element
Margin Size	"Margin Size" refers to the amount of space around the outside edges of an element,

Calendar Model Setup:

Calendar Model Attributes	Description

Calendar Model Attributes	Description
Model	Here, you can choose an existing record or create a new model to create a new model, refer the below link Reference: Model Creation
Date Field	The date field represents the date selected from the calendar.
Label Field	The label field represents the text label that is specified or selected for display.
Class	Here, users can enter the name of the class.

Conditional Visibility Type:

Visibility Criteria

Attributes Name	Description

Attributes Name	Description
Destination Type	Users can select the destination type where the visibility criteria must be applied. Reference: Destination Type
Operator	Here, users can select different operators to add filters. Reference: Filter Operator
Source Type	Here, you can select the source type from various sources.
Value	Here user can select the value from different Source Type. Reference: Merge Text

Destination Type

Destination Type	Description

Destination Type	Description
Model	From this source, users can select a Model field to be displayed as the destination type.
Variable	Here, users can select the destination type from variables such as Record ID, Is Disabled, Is Read only, or Is Visible.
User	Here, you can choose the label from user fields such as First Name, Last Name, Email, Name, Phone, or Session ID.
Record	It enables to choose record fields as destination type.
Device	It enables user to decide whether the action will be visible on the specific device type or not. Devices supported: Mobile Desktop Tablet All of the Above

Add Condition & Group Condition

Add Condition & Group Conditions

Condition	Description

Condition	Description
Add Condition	The Add Condition feature allows users to define multiple criteria that must be met for a validation rule to trigger. This feature is used to create complex logic by combining different conditions that Salesforce evaluates before allowing a record to be saved.
Add Group Condition	The Add Group Condition feature allows users to group multiple conditions together, creating complex logic that involves different sets of criteria. This feature is particularly useful when combining conditions that should be evaluated as a unit (logical OR within a group) or when nesting conditions for more advanced logic.

Filter Operator:

Note: Before using the filter criteria, it's important to understand which filter operators are supported for each field type

Filters Attributes:

Filter Operators

Operator	Supported Field Types	Description

Operator	Supported Field Types	Description

Operator	Supported Field Types	Description

Operator	Supported Field Types	Description
Equal	Number, Currency, Date, Text, Boolean, Picklist	The equal operator is used to compare two values or expressions. It is used to compare numbers, strings, Boolean values, variables, objects, etc. The result is TRUE if the expressions are equal otherwise it’s FALSE
Contains	Text, Picklist	The contains operator returns TRUE if the value on the left contains the value on the right, and otherwise FALSE
Starts With	Text, Picklist	It returns TRUE if a string or number starts with the specified character otherwise it returns FALSE.
Ends With	Text, Picklist	It returns TRUE if a string or number ends with the specified character otherwise it returns FALSE
In	Text, Picklist	IN operator allows you to easily test if the expression matches any value in the list of values. Determines whether the value of an expression is equal to any of several values in a specified list.

Events:

Events are essentially the automation of invoking the component's actions.
Here, we have onload event, new event, select event actions are available for this components.

Calendar Events

Calendar Events	Description

Calendar Events	Description
onload	This event action is triggered when the component is loaded.
new	This event action is triggered when the new record is created.
Select	This event action is triggered when the calendar date is selected.

Note: You need to create workflows for the New and Refresh buttons of the calendar component.

Below here is the onload event workflow action.

Note: Similarly you can create event action for new event, select events.

Calendar