Create calendar view report for catalog item

SHALIKAS
Tera Guru

3 weeks ago

I have to create a calendar view report for a catalog item. The requirements are as follows :

When the SCTask(s) are created,

Then:

  1. The given request should be pushed to have a calendar view and the calendar should be viewable from the SCTask(s)
  2. Upon click on the calendar link:
    1. User will be able to view all the requests submitted in the past and for future in a calendar view
    2. Default view for the user will be the current month
    3. Each meeting request will be color coded based on location of the meeting. For example:
      1. All meetings scheduled in TLC, should have a green background 
      2. All meetings scheduled in 4IP, should have a blue background
      3. All meetings scheduled in Other, should have a black background 

Here TLC, 4IP and other are dropdown choices for a field in catalog item called Location.

How to achieve this requirement?

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Matthew_13
Mega Sage

3 weeks ago

Hi SHALIKAS -  You can do this fully out-of-the-box with a calendar report and a little setup with no custom UI needed.

1) Put the data on SC Task
Make sure the SC Task has:

  • Start date/time

  • End date/time

  • Location (choice: TLC / 4IP / Other)

If Location is only a catalog variable, copy it to an SC Task field using Flow Designer (recommended) or a Business Rule. 

2) Create a Calendar Report

  • Table: sc_task

  • Report type: Calendar

  • Start/End fields : your meeting dates

  • Filter: Catalog Item =  your meeting item

This automatically:

  • Shows past and future requests

  • Defaults to the current month

3) Color-code by Location
In the calendar report settings:

  • Enable Color by condition

    • Location = TLC → Green

    • Location = 4IP → Blue

    • Location = Other → Black

4) Make it accessible from SC Task
Either:

  • Add a Related Link on SC Task to the calendar report, or

  • Create a UI Action called View Meeting Calendar that opens the report

That’s it. 🙂
Users can open the calendar from any SC Task, see all meetings (past & future), and easily identify them by location.

 

@SHALIKAS  - Please give a Thumbs up as well as Solution Accepted if you find Helpful!

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