Saving and managing calendar filters

This feature allows schedulers to save their preferred calendar filter settings on the base roster, roster period and scheduling calendars, and set a default filter to automatically apply each time the calendar is opened or refreshed. Multiple filters can be saved and quickly switched between — for example, saving individual filters for different sites. This simplifies calendar navigation and reduces repetitive steps in daily planning.

Filters apply across the base roster, roster period, and scheduling calendars. Only users with the Lumary - Manage Calendar Filters permission set can create, edit, or delete public filters.

Required packages and permissions

Available with: Lumary 2.15 and later

Supported in: Lumary DC

This article covers:

• saving a calendar filter,
• setting and managing a default filter,
• editing a calendar filter,
• renaming a calendar filter, and 
• deleting a calendar filter. 

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Saving a calendar filter

To create a saved filter on the base roster, roster period, or scheduling calendar:

1. Click the filter button.
2. Define the filter based on your needs. 
3. Select the cog button.
4. Click Save As New. 
5. Name the filter. You will be able to rename it later if needed.
6. Select from filter visibility options:

Only I can see this filter (Private)	This is a private filter only visible to the creator of the filter. It is selected as the default option.
All users can see this filter (Public)	This is a public filter that can be visible to all users who have access to the calendar. Only users with the Lumary - Manage Calendar Filters permission set can create public filters.

7. Click Save.

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Setting and managing a default filter

Schedulers can pin and set one filter as the default, allowing it to automatically apply whenever the base roster, roster period, or scheduling calendar is opened or refreshed. Both public and private filters can be selected as the default.

To set a default filter:

1. Click the filter button.
2. Select the saved filter you would like to set as the default filter from the picklist.
3. Select cog button.
4. Select Set as Default.
5. The filter will now appear at the top of the saved filters list.

To remove the default filter:

1. Click the filter button.
2. Select the default filter from the picklist.
3. Select cog button. 
4. Select Remove Default.

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Editing a calendar filter

Schedulers can make changes to their saved calendar filters.

To edit a calendar filter:

1. Click the filter button.
2. Select cog button.
3. Select the filter you would like to edit from the picklist.
4. Make changes to the filter as required.
5. To save the changes, click Save or Save As:

Save	Any changes made to the filter will override the existing filter.
Save As	A new filter will be created based on the changes made. A filter name and visibility options will be required. No changes will be made to the existing filter.

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Renaming a calendar filter

Schedulers can rename their private calendar filters.

To rename a calendar filter:

1. Click the filter button.
2. Select the filter you would like to rename from the pick list.
3. Select cog button.
4. Select Rename.
5. Change the name of the calendar filter.
6. Click Save.

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Deleting a calendar filter

Schedulers can delete their private calendar filters. 

To delete a calendar filter:

1. Click the filter button. 
2. Select the filter you would like to delete from the picklist. 
3. Select cog button.
4. Select Delete.
5. Click OK.

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