Filter Set Fields

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

Key: * – Mandatory field.

Field   Description
Available In   Restricts where the filter set is shown as an option. Currently only Resource Planner and Project Planner are supported.
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.
SObject   The API name of the SObject the filter set operates on.

Related Concepts

Resource Planner and Project Planner Overview

At a Glance: Project Planner

At a Glance: Resource Planner

Edit Assignments Panel Overview

Filters Panel Overview

Rapid Edit Overview

Working with the Edit Assignments Panel

Working with the Timeline

Working With Assignments

Related Tasks

Customizing Tooltips in the Resource and Project Planners

Customizing Planner Colors

Accessing the Planners

Managing Filter Sets

Customizing Columns And Filters

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