Administer > Calendar administration > Working with the calendar > Manage favorites (full calendar only)

Manage favorites (full calendar only)

Once you have created a filter, you can save the filtered data view as a favorite for reuse. The Manage Favorites feature enables you to add, update, delete, and open favorites.

Note To add, delete, or update a public favorite, you need the following security rights respectively, which are defined in the Calendar Administration security area (see Calendar security area and role):

  • Add Public Favorite
  • Delete Public Favorite
  • Update Public Favorite

To add a favorite, follow these steps:

  1. Open the calendar, and create a filter. For details, see Create a filter (full calendar only).
  2. Click Manage Favorites > Add.

  3. Enter a name and description for the favorite, and select Public to make it public or leave Public unselected to make it private.

    Note A public favorite is accessible to all calendar users, while a private one is accessible only to the user who created it.

  4. Click Save.

To update a favorite, follow these steps:

  1. Click Select Favorite, and then select a favorite from the list.

    Alternatively, click Manage Favorites > Organize, click the Refresh button, select a favorite, and then click the Open button.

    The calendar switches to the data view of the favorite.

  2. On the filter panel, update the filter as needed. For example, add or delete filter fields/groups or update filter field values. For details, see Create a filter (full calendar only).
  3. Click Manager Favorites > Update.
  4. Optionally, update the name, description, and privacy setting.
  5. Click Save. The favorite is updated.

To delete a favorite, follow these steps:

  1. Click Manage Favorites > Organize.

  2. Click Refresh to refresh the favorite list.

    A refresh is needed in case other users create or update public filters while you are working with the calendar.

  3. Select a favorite, and click the Delete button.
  4. Click Yes to confirm the deletion. The favorite is deleted.

Related topics

Calendar Administration
Full calendar and embedded calendar
Calendar security area and role
Release Control Calendar

Working with the calendar
Launch the calendar
Understand the calendar data
Switch to a desired time slot
Select a year, month, or date from the date picker (full calendar only)
Collapse and expand panels (full calendar only)
View tooltip information
View time conflicts and custom messages
Access a record from the calendar
Select the objects (full calendar only)
Drill down to the Day view
Create a filter (full calendar only)
Clear the current filter