{"id":7876,"date":"2023-01-13T13:27:07","date_gmt":"2023-01-13T07:57:07","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=7876"},"modified":"2025-11-29T16:57:44","modified_gmt":"2025-11-29T11:27:44","slug":"custom-filter-entity-calendar","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/custom-filter-entity-calendar\/","title":{"rendered":"How to Filter Activity Based on Custom Field in Entity Calendar of Calendar 365"},"content":{"rendered":"
\n

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.<\/p>\n

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.<\/p>\n

Step 1: Navigate to the AppJetty Calendar 365.<\/b><\/p>\n

Click on \u201cCalendar 365<\/b><\/a>\u201d from the apps list and navigate to the custom calendar of Calendar 365.<\/p>\n

\"Custom<\/center>You will navigate to the custom calendar of Calendar 365. Here, you will see three types of calendars:<\/p>\n

1) Resource Calendar<\/p>\n

2) Customer Calendar<\/p>\n

3) Entity Calendar<\/p>\n

\"Custom<\/center>From the top-right corner, you will find the \u2018Settings\u2019 (gear) icon to configure Calendar 365 settings. By clicking on the \u2018Settings\u2019 icon, you will get the configuration of the Calendar 365 in the new tab.<\/p>\n

\"Custom<\/center>You will see the\u00a0 separate configuration for \u201cEntity Calendar\u201d.<\/p>\n

\"Custom<\/center>Click on Advanced Setting. Select the edit entity in Actions as shown in the image.<\/p>\n

\"Custom<\/center>By clicking the Custom Color Configuration select the field.<\/p>\n

\"Custom<\/center>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.<\/p>\n

Select the multiple days with color configuration and click on the update button.<\/p>\n

\"Custom<\/center>Step 2: Navigate to Entity Calendar<\/b><\/p>\n

Select the entity calendar. There are three entities: Event by owner, Events, Account.<\/p>\n

\"Custom<\/center>Entity Calendar<\/b>:<\/p>\n

You need to select the \u201cEntity\u201d from the Entity Calendar<\/b> drop down to see the specific entity field on the custom calendar of Calendar 365. Here the Account entity is selected.<\/p>\n

After selecting the entity, it will open a \u201cLookup Records\u201d for selecting the Filter\u2019s Fields.<\/p>\n

\"Custom<\/center>Click the \u201cAdd\u201d button to show the Preferred Day.<\/p>\n

Filter:<\/b><\/p>\n

Filter entity\u2019s records based on selected entity\u2019s filter attribute record. Suppose, for account entity, the Created By<\/b> filter records is selected. So, it will show only those fields which are created by selected Fields.<\/p>\n

\"Custom<\/center>Calendar 365 provides a\u00a0Filter Activity based on a custom field in Entity Calendar Dynamics 365.<\/p>\n

All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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… Continue reading How to Filter Activity Based on Custom Field in Entity Calendar of Calendar 365<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":7887,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Filter Activities by Custom Fields in Calendar 365","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[62],"tags":[],"class_list":["post-7876","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-calendar-365","entry"],"acf":[],"yoast_head":"\nFilter Activities by Custom Fields in Calendar 365<\/title>\n<meta name=\"description\" content=\"In this blog you will learn how to filter activity based on a custom field in the entity calendar. 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