Use this link to share with your colleagues:
How to Create a Calendar of Event Instances: https://help.pm.leapevent.tech/a/1661110
Have you ever wanted to see your Event Instances in a calendar view within Salesforce? While a calendar view of your upcoming events for sale is available on your Public Ticketing Site (PTS), you may want to create a calendar view that you can see when you log into PatronManager.
If so, then you can do this in Lightning! In this article, we'll walk you through how to build a calendar to view your Event Instances within PatronManager.
Then, at the end, we have some Frequently Asked Questions (FAQs).
How to build an Event Instance calendar
Lightning allows you to create custom calendars with custom Objects, like Event Instances. This ability allows you to create a calendar that populates with information from your Event Inventory tab, so whenever you create new Ticketable Events and Event Instances, they'll appear right in your custom calendar!
1. From the App Launcher, find and select Calendar
2. Click New Calendar
3. Select Event Instance, then Next
There's also an Object called "Event," do not use that Object. Instead, make sure that you use "Event Instance!"
4. Create your Calendar
- Calendar Name: Give your Calendar a name; we recommend something clear, like "Event Instance Calendar"
- Field for Start: Select "Instance Date (Date/Time)"
- Field for End: Select "Instance Date (Date/Time)"
- Apply a Filter: None
- Field Name to Display: Select "Name" to display the Event Instance Name
- Save
Your Calendar of Event Instances is ready!
Frequently Asked Questions (FAQs)
Since the Ticketable Event Name doesn't live on the Event Instance object by default, if you want the Ticketable Event Name to display on your Calendar, you can create a custom field on your Event Instances that displays the Ticketable Event Name.
For this, we recommend building a formula field that references the Ticketable Event Name.
Want to learn more about creating custom fields? We've got some tips here.