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This article only applies to VisualForce calendars.
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On VisualForce calendars, you can customize how the calendar dimensions (i.e. staff or resources) are filtered. You can create visible filters which can be adjusted by users on the calendar. You can also create hidden filters which are not visible to your users and therefore always apply.
Add your custom checkbox, checkbox formula or lookup fields to each specific calendar's filter
Navigate to the Calendars tab
Defining a filter for a lookup
You can define a filter that checks for a value in a lookup field on the displayed dimensions. Say you have an organization with multiple buildings, and you only want to show one building at a time. You can do this by creating a lookup filter on the resource ‘Parent’ field.
Unfiltered calendar:
Image AddedCreate the lookup filter record (as an Admin)
Go to the appropriate Calendar config record.
On the Related subtab, find the Filterable Fields related list and click NewIn the Filterable Name fieldcreate a new Filterable Field.
For ‘Filterable Name’, fill in the API name of the field on the Resource object that you want to filter on
Click Save
the lookup.
Image AddedLeave all other fields to their default values.
Save the record.
Change the lookup filter (as a User)
Click on the filter icon in the top left of the calendar.
Image AddedIn the section ‘Custom Filter Fields’, the lookup filter will now be visible.
Image AddedStart typing in the lookup field, and a list of suggestions appears.
Image AddedAfter selecting a value, click ‘Apply and Close’ in the bottom right of the filter panel.
The calendar is now filtered.
Image Added
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If the lookup filter does not show a list of suggestions, this could be due to a known issue which can be solved by creating a tab for the object that the lookup refers to. |
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