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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!Help with Custom Object Calendar and a Home Page Component for itCapture2.PNG

5 answers
  1. Michael Brown (SETGO Partners) Forum Ambassador
    Feb 24, 2022, 4:05 PM

    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

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