Customizing the Display

Tailoring what planners see: appointment subject and body, the editor's fields, and the details pane's columns and labels.

8 lessons

Start course

The display layer. Field templates and appointment templates control what shows on appointments; pane layouts and localizations control what shows in the details pane.

What you'll cover

Appointment Information4 lessons
Configuring the Details Component4 lessons

Lessons

8 lessons

Appointment Information

01
Appointment information — use case goal
Frame the appointment-information challenge this section solves.
2 min
02
Changing the subject & body of your appointments
Configure field templates to populate appointment subject and body automatically.
4 min
03
Customizing the appointment editor
Configure appointment templates to control which fields appear in the editor.
3 min
04
Appointment information — use case exercise
Apply field and appointment templates to a real appointment type, end to end.
3 min

Configuring the Details Component

05
Details component — use case goal
Frame the details-pane configuration challenge.
2 min
06
Building your informative details table
Configure the details pane layout with sections and field ordering.
4 min
07
Renaming your fields
Use localizations to relabel fields to match your team's vocabulary.
3 min
08
Details component — use case exercise
Build a pane layout and rename fields for a real record type.
3 min