Published at: 2026-09-17
Configure calendar objects and calendar management
Configure calendar event fields, permissions, layout, and the scope of objects that can create calendar events.
Configure calendar event object
- Enter CRM Platform Management > Object Management > Default Object Management > Calendar event.
- In Basic Information, check the calendar event object information.
- In the field list, modify the field names that are allowed to be adjusted as needed.
- In role permissions, configure calendar event permissions.
- In the layout, configure the details page and mobile summary layout.
- In Record Type, edit the default record type.
The calendar event’s list page layout and create/edit page layout use default settings and cannot be customized.
Configure object calendar event range
- Go to Setup > CRM Platform Management > Business Rule Management > Calendar event Management.
- Click Add Object and select the object that needs to be quickly created in the calendar event view.
- Set the usage range, field name, start time, and end time displayed in the calendar event view for the object.
- Save and enable the configuration.
After the configuration takes effect, employees can click the drop-down button on the right side of New Calendar event in the calendar event application to select and create the configured object data.
[!NOTE] New Calendar event is used to create a calendar event; the object name in the drop-down menu is used to create the corresponding object data. The mobile version currently only supports field planning objects, and the web version supports all configured objects.
Verify configuration
- Log in to the user-facing interface using the target role.
- Create a new calendar event from the calendar event app.
- Check the fields, permissions, and record types.
- Expand the New Calendar event drop-down menu, confirm that the target object is visible, and verify that employees within the usage scope can create object data.