In this blog you will learn how to filter activity based on a custom field in the entity calendar. The activity type filter allows you to filter activities based on the type such as email, phone call, task and so on.
You can also use the Due filter to see the activities that are due today, tomorrow, in the next seven days, and so on. So, let us learn how to add a filter activity in a custom field using entity calendar.
Step 1: Navigate to the AppJetty Calendar 365.
Click on “Calendar 365” from the apps list and navigate to the custom calendar of Calendar 365.
You will navigate to the custom calendar of Calendar 365. Here, you will see three types of calendars:
1) Resource Calendar
2) Customer Calendar
3) Entity Calendar
From the top-right corner, you will find the ‘Settings’ (gear) icon to configure Calendar 365 settings. By clicking on the ‘Settings’ icon, you will get the configuration of the Calendar 365 in the new tab.
You will see the separate configuration for “Entity Calendar”.
Click on Advanced Setting. Select the edit entity in Actions as shown in the image.
By clicking the Custom Color Configuration select the field.
For example, we have selected Account for the entity field and for custom color configuration select the field in Preferred Day. You will see days with color configuration, entity calendar name account.
Select the multiple days with color configuration and click on the update button.
Step 2: Navigate to Entity Calendar
Select the entity calendar. There are three entities: Event by owner, Events, Account.
You need to select the “Entity” from the Entity Calendar drop down to see the specific entity field on the custom calendar of Calendar 365. Here the Account entity is selected.
After selecting the entity, it will open a “Lookup Records” for selecting the Filter’s Fields.
Click the “Add” button to show the Preferred Day.
Filter entity’s records based on selected entity’s filter attribute record. Suppose, for account entity, the Created By filter records is selected. So, it will show only those fields which are created by selected Fields.
Calendar 365 provides a Filter Activity based on a custom field in Entity Calendar Dynamics 365.
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