Configuring Custom Appointment Names
In the Appointment object, the Name field is a calculated field. By default, this field value is composed of Job name and account values, for example, [WO-000001378] Acme Company. You can configure different values to be used to compose the calculated value for this field.
To configure custom appointment names:
1. In Max Designer, on the Developer Tools (
) launchpad menu, click Objects, and then in the list view, click the Appointment object.
) launchpad menu, click Objects, and then in the list view, click the Appointment object.2. On the Appointment object page, on the Fields tab, in the list, click Name, and then on the record page, in the Custom Code field, modify the following default Groovy code:
if(!svmx_related_to) {
return ''
}
maxLength = 80
primaryName = svmx_related_to.entity?.primaryName
accountName = svmx_related_to.svmx_account?.core_name
completeName = "[${primaryName}] ${accountName}"
completeName = completeName.length() > maxLength ? "${ completeName[0..maxLength - 3] }..." : completeName
return ''
}
maxLength = 80
primaryName = svmx_related_to.entity?.primaryName
accountName = svmx_related_to.svmx_account?.core_name
completeName = "[${primaryName}] ${accountName}"
completeName = completeName.length() > maxLength ? "${ completeName[0..maxLength - 3] }..." : completeName
3. In the top left corner, click Save and Close (
), and then on the Development Actions (
) launchpad menu, click Synchronize.
), and then on the Development Actions () launchpad menu, click Synchronize.For more information: