I have a custom object called Appointments, which are service appointments for a automotive shop. For the purpose of my questions, there are three relevant fields: Customer (a lookup field to the customer for whom the appointment is scheduled), Date & Time (a datetime field for a appointment start), and End Time (datetime field for appointment end). I created a new calendar with this object and it properly shows each record in its proper place on the calendar, but I have two things I can't seem to figure out:
1. When I select Customer as the Field Name to Display for each Appointment on the calendar, instead of the customer name I see a seemingly random list of characters as the name on each appointment on the calendar (for example: 0038c00002es7P6AAI). Most other fields seem to work fine if I select them as the Field Name to Display. Why is this and how do I fix it? (see first image)
2. I want to create a home page component that will display the upcoming Appointments, in the same way the Today's Events component displays events for the day. Except I want to use my custom object Appointments instead of the Events to populate this field. Haven't been able to figure this one out. (see second image)
NOTE: I do realize I can probably copy my fields for the Appointment object to the Events object and just use that instead, and I may end up doing that, but for the sake of learning I really want to figure out why this isn't working. Thanks in advance for the help!
Michael Brown (SETGO Partners) Forum Ambassador
Hey Miguel,
It sounds like it's displaying the name of the record and that's why you're seeing the recordid. If you create a record without specifying the name, it sets the recordid as the name. You could potentially handle this with flow to set the name of the record equal to a concatenation of something like the Customer's Name and Start Date.
As far as the homepage component, you could potentially use the List View component, without having to create a custom component. You could create a list view showing appointment records in the next 2 weeks or something like that and add that to the homepage.
Thanks,
Mikey