Setting Up Garoon Scheduler Connector

Article Number:0406

"Garoon Scheduler Connector" is a plug-in that creates a linkage between kintone and Garoon Cloud. This plug-in is provided for free.
With this plug-in, you can associate customer information and other data in kintone with appointments that are managed with Garoon's Scheduler feature.
Garoon product website Screenshot: Image that illustrates the concept of linking an appointment added on Garoon with the "Customer Database" app of kintone
When this plug-in is applied, an additional item, which enables users to retrieve data from a linked kintone app, is added to the "New appointment" screen of Garoon.
By selecting an app record whose data you want to retrieve and then adding the appointment to Garoon, you can associate the record with the appointment. Screenshot: The button to add kintone data to the appointment is highlighted on the "New appointment" screen of Garoon

Garoon appointments that are associated with an app record are displayed in a list on the record.
This is beneficial, for instance, when you want to track visits to customers. Screenshot: A kintone record that displays Garoon appointments

Setting Up the Connector

Configure the settings required for creating a linkage between kintone and Garoon's Scheduler feature. The following are the steps.

Step 1: Set up the app form.
Step 2: Add the Garoon Scheduler Connector plug-in.
Step 3: Set up the plug-in.
Step 4: Check the app ID.
Step 5: Configure the settings on Garoon Cloud.

Step 1: Set up the app form

In the app's Form setting, place a "Blank space" field at the location where you want to display Garoon appointments.
After you have placed the field, specify any value for Element ID on the field's settings screen.
You can optionally place other fields on the app form. Screenshot: The app's Form setting screen that shows a "Blank space" field being placed on the app form Screenshot: The "Element ID" section on the "Blank space" field setting screen

After entering a value in the Element ID section, click Save.
After that, click Update App, and then click Update App on the confirmation dialog.

Step 2: Add the Garoon Scheduler Connector plug-in

Select Plug-ins in kintone Administration and then click Install for Garoon Scheduler Connector.
Next, add the Garoon Scheduler Connector plug-in to the app. For details on adding plug-ins to apps, refer to Adding/Deleting Plug-Ins (App Settings).

Step 3: Set up the plug-in

Set up the plug-in that you added in Step 2.

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen), select the App Settings tab, and then select Plug-ins under Customization and Integration.
    Screenshot: The "App Settings" icon

  2. On the "Plug-ins" screen, click the Change Settings icon for Garoon Scheduler Connector.
    Screenshot: The "Change Settings" icon for Garoon Scheduler Connector on the "Plug-ins" screen

  3. Set up each item and click Save.

    • Blank Space Field used for Garoon Scheduler:
      Select the element ID of the "Blank space" field you have placed on the app form in Step 1 (the field to be used for displaying Garoon appointments).
    • Display Order of Appointments:
      Select the display order of Garoon appointments from the options Ascending and Descending. Appointments are displayed in the specified order based on their start date and time.
    • Max Number of Appointments to Display at a Time:
      Select the maximum number of Garoon appointments to be displayed on the record at a time.
    • New Appointment Button:
      Select whether to display a button for adding an appointment to Garoon. Screenshot: The "Plug-in Settings" screen
  4. Go back to the "App Settings" screen and click Update App.

  5. On the confirmation dialog, click Update App.

Step 4: Check the app ID

Navigate to the "View" screen of the app and check its ID from the URL displayed. You will use this ID to configure Garoon settings.
https://subdomain name.cybozu.com/k/app ID/ Screenshot: The address bar that displays the URL of the app's "View" screen

Step 5: Configure the settings on Garoon Cloud

Next, configure Garoon settings.

  1. Access Garoon, click the Administration menu icon at the upper right corner of the screen, and select Garoon settings. Screenshot: A screen that indicates that the "Garoon Settings" menu option appears when the "Administration menu" icon on the Garoon screen is clicked

  2. Click the Application settings tab, Scheduler, and then kintone connector. Screenshot: The "Application settings" screen

  3. On the "kintone connector" screen, click Add related item.
    Screenshot: The "Add related item" button

  4. On the "Add related item" screen, enter a value in the Standard input field in the Item name section.
    Screenshot: The "Add related item" screen The name you specify here will be displayed as the item name on the Garoon appointment screens.

  5. Configure the setting in the Related appointment type section.

    • If you select the Use in all appointments check box, the item will always appear on Garoon appointment screens, such as the "Appointment details" and the "Edit appointment" screens. Screenshot: The "Use in all appointments" check box in the "Related appointment type" section is selected
    • It is also possible to display the item on Garoon appointment screens, such as the "Appointment details" and the "Edit appointment" screens, only when a specific appointment type, i.e., a related appointment type, is selected. When you uncheck the Use in all appointments check box and click Add appointment type, you will be able to select the appointment type to relate to the item. You can add multiple appointment types as the appointment types to relate to the item. Screenshot: The "Use in all appointments" check box in the "Relates appointment type" section is unchecked
  6. Enter the kintone app ID you have checked in Step 4.

  7. Click Add field code displayed below Field code, select an app field you want to display on Garoon appointment screens, and click Add.
    Screenshot: The "Add field code" button

  8. Confirm the settings and click Add.