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No permissions assigned:
The user sees global filters that have been shared with them. They are not able to create any filters.Create Personal Filters only:
Same as above, but the user is able to create new filters that are only visible to themselves.Create Personal Filters and Create Global Filters:
Same as above, but the user is able to create global filters that are visible to everyone (depending on sharing).
The Booker25 GoMeddo Admin permission set includes both these custom permission, and therefore grants the highest level of access. If you want any other users to have access to these permissions, you will have to manually assign them to profiles or your own permission sets.
To assign custom permissions, please refer to the official Salesforce documentation:
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Users
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The left button (with the funnel icon) is for selecting dimension filters. Dimension filters control the dimension records that are visible on the calendar’s vertical axis. In other words, they control which rows are visible on the calendar. Dimension filters are only applicable to multi calendars. On single calendars this button is not visible.
The middle button (with the list icon and the down arrow) is for selecting reservation filters. Reservation filters control which reservations are visible on the calendar.
The right button (with the eye icon) is for selecting filtering the list of dimension by a checkbox.
Users without permissions
Even if a user has no permissions to create filters, they are still able to select which filter to apply if multiple filters are visible to them. Pictured below is a user without permissions, but with two reservation filters visible to them:
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On single dimension calendars, the dimension filter will always be hidden, regardless of user permissions. |
Selecting Filters
Users can select filters using the three buttons in the top left corner of the calendar component.
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The left button (with the funnel icon) is for selecting dimension filters. Dimension filters control the dimension records that are visible on the calendar’s vertical axis. In other words, they control which rows are visible on the calendar. Dimension filters are only applicable to multi calendars. On single calendars this button is not visible.
The middle button (with the list icon and the down arrow) is for selecting reservation filters. Reservation filters control which reservations are visible on the calendar.
The right button (with the eye icon) is for selecting filtering the list of dimension by a checkbox or by a dynamic time-range.
Creating Personal Dimension or Reservation Filters
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