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Add to Calendar Field Placement & Logic

jhilyard edited this page Feb 11, 2021 · 5 revisions

Fields Utilized & Logic for the "Add to Calendar" functionality

Below are the objects, fields and logic being utilized in the Add to Calendar functionality. The below captures all of the different options for adding to the calendar and intended for use in a transactional email as the date/time are Instance specific.

Calendar Location Salesforce Object Salesforce Field Logic
Subject Summit Event Event Name If Instance Title is NOT BLANK, add the instance title: "Event Name - Instance Title"
" Summit Event Instance Instance Title
Location Summit Event Location Title If "Location Title Override" has a value, use "Location Title Override"
" Summit Event Instance Location Title Override
" Summit Event Location Address If "Location Address Override" has a value, use "Location Address Override"
" Summit Event Instance Location Address Override
" Summit Event Building If "Building Override" has a value, use "Building Override"
" Summit Event Instance Building Override
Start Date Summit Event Instance Instance Start Date
End Date Summit Event Instance Instance End Date
Start Time Summit Event Instance Instance Start Time
End Time Summit Event Instance Instance End Time
Calendar Body - - Follows the same fields and logic for Subject and Location in addition to the below.
" Summit Event Location Map Link If "Virtual Meeting Link" has a value, use "Virtual Meeting Link", otherwise give Location Map Link from Summit Event Object. If "Location Map Link Override" has a value, reflect the override link from the Instance.
" Summit Event Instance Location Map Link Override
" Summit Event Instance Virtual Meeting Link
" Summit Event Event Description If "Instance Short Description" has a value, use "Instance Short Description", otherwise use Event Description from Summit Event object
" Summit Event Instance Instance Short Description

Calendar Example with Field Placement

For additional context, below is an Outlook Calendar image showing where the fields will be placed, based on the above logic.

The field in brackets indicate that they will appear "instead of", according to the field placement logic.

Calendar image with field location

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