This article only applies to VisualForce calendars.
For filter configuration on Lightning calendars, see Calendar Filters.
For more information on the difference between VisualForce and Lightning calendars, see Calendar Differences.
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.
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:
Create the lookup filter record (as an Admin)
Go to the appropriate Calendar config record.
On the Related subtab, create a new Filterable Field.
For ‘Filterable Name’, fill in the API name of the lookup.
Leave 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.
In the section ‘Custom Filter Fields’, the lookup filter will now be visible.
Start typing in the lookup field, and a list of suggestions appears.
After selecting a value, click ‘Apply and Close’ in the bottom right of the filter panel.
The calendar is now filtered.
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.