Filter Set Fields

Here is a description of the fields that make up a filter set record.

Key: * – Mandatory field.

Filter Set Fields
Field   Description
Available In  

Restricts where the filter set is shown as an option.

The supported features are:

  • Work Planner
  • Line Manager Work Planner
  • Project Manager Work Planner
  • Resource Work Planner
  • Work Planner in Experience Cloud Site sites
  • Lightning Gantt
  • Project Planner
  • Resource Planner
  • Task Board
  • Workspace Task Board
Filter Set Name   The name of the Filter Set.
Filters   Holds the filter attributes and values in a saved filter set. Stored as a JSON object.
Is Default   When checked, indicates the filter set is the default.
Is Private   If true, only the owner can view and use the filter. Otherwise any user who has sharing access can use it.
Related SObject ID   The ID of a related SObject, such as a project ID.
SObject   The API name of the SObject the filter set operates on.