How to Filter Activity Based on Custom Field in Entity Calendar of Calendar 365

How to Filter Activity Based on Custom Field in Entity Calendar of Calendar 365

Amit Shah

January 13th, 2023

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.

Custom Field in Entity Calendar-1

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

Custom Field in Entity Calendar-2

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.

Custom Field in Entity Calendar-3

You will see the  separate configuration for “Entity Calendar”. 

Custom Field in Entity Calendar-4

Click on Advanced Setting. Select the edit entity in Actions as shown in the image.

Custom Field in Entity Calendar-5

By clicking the Custom Color Configuration select the field.

Custom Field in Entity Calendar-6

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.

Custom Field in Entity Calendar-7

Step 2: Navigate to Entity Calendar

Select the entity calendar. There are three entities: Event by owner, Events, Account.

Custom Field in Entity Calendar-8

Entity Calendar:

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.

Custom Field in Entity Calendar-9

Click the “Add” button to show the Preferred Day.

Filter:

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.

Custom Field in Entity Calendar-10

Calendar 365 provides a Filter Activity based on a custom field in Entity Calendar Dynamics 365.

 
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