Calendar Search and Filters

If permissions were granted on the calendar being viewed, you can filter the activities being displayed.  Start by clicking Calendar Search in the upper left corner to expand the Filter panel. 

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The calendar definition includes settings that determine whether or not the custom filter panel is available, and if so, what options are provided.  Filter types and the choices within each type may be limited.

Keyword search, start date, and various filter choices are available within the filter panel.  For individual filter choices, use the + button, if provided, to select one or more filter items from the list.  Otherwise, you may toggle filter items on and off by removing or adding the check mark.  Filter items may be permanently removed by using the "X" icon.  Finally, you may use the "not equal to" option to the right of each filter type to eliminate certain choices.

Click Search to update the calendar results in its current format. This is handy when there are many activities displayed (for example on the Month view) and you simply want to remove all but the activities that match your filter criteria

Click Search List to immediately jump to the List format displaying all matching activities from the start date forward.  This is handy when you aren't sure when an activity is occurring or how many occurrences there are.

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Saving Filters

Favorite filters may be saved.  

The saved filter toolbar is included at the top of the filter panel.

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When filter selections are made, the saved filter tool will display "custom" to indicate that manual filtering is being applied. 

To save the filter selections for reuse at a later time:

  1. Select the filter options you would like to save in the filter panel.
  1. Click the save button in the saved filter toolbar.
  1. Enter a name for your saved filter.

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  1. Place a check in the box labeled "Set as Default Filter" if you would like the saved filter to be applied by default when visiting the page.
If no default is specified, filtered lists will remember the last filter applied when returning to the page.
  1. Click OK to save the filter.

The saved filter is now available for selection using the drop-down menu on the saved filter toolbar and can be edited or removed using the manage filters option on the saved filter toolbar.

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