Adding filters to calendar

[cwatson]

We've created content publishing calendar for a wide range of assets (blogs, emails, white papers, press releases, etc.) based on a specific task name in each project type so we can see the actual publication date of the asset. Each asset has its own search parameters so we can just see all blog or just all customer emails. My question: Is there a way to filter our view based on fields within customer forms so we can see all upcoming publications for all asset types for one particular market? For example, if I wanted to see the publication calendar but only see all assets that pertain to our leisure market, is that possible? The variables between the various document types (e.g., different triggering tasks) won't let us build a separate, massive search report that pulls all of them together. The only option I can see right now is to replicate all of the calendars and in each copy, choose a single custom field parameter (=commercial market; = leisure market, etc.) which will triple or quadruple the number of calendar options. Chris Watson KVH Industries, Inc.

[Doug_Den_Hoed__AtAppStore]

Hi Chris, You calendar sounds very similar to our "http://store.atappstore.com/wp-content/uploads/2018/02/AtAppStore_B_UberGanttt.png">UberGantt solution, which was also Market-centric. Since you're using Tasks, I'm guessing that your Market is "too many hops" away to filter upon. If so, you might consider adding custom data onto the Project (or Task) to pull it closer so that you can then filter on it. Here's a short "http://store.atappstore.com/2010/12/hows-my-portfolio/">primer from one of my blog posts. Regards, Doug Doug Den Hoed - AtAppStore SEE you at LEAP using the GPS App! https://tinyurl.com/LEAPGPS Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

[cwatson]

Hi Doug, We're using tasks within the calendar as that is the most precise means of showing when a document or other asset will be published as we always have a task in each project that says Publish Document, Publish Blog, etc. Then the calendar automatically updates should we adjust dates in the workflow. Every project has detailed custom forms that include our market, market sector, product line details and much more. However, I can't see any way to use those as a filter on the calendar as there is no filter option at the calendar level. The calendar just builds based on each of the calendar entries and their individual search parameters. I could copy each one of those and add specific market filters but I'd essentially have to create a market-specific calendar entry for every asset type. At a minimum, that would quadruple the number of possible calendar entries (e.g., Blogs - Commercial Maritime, Blogs - Leisure Marine, Blogs - Military, etc.). I'd love to figure out to how apply that custom form-level filtering to the existing set of calendar searches but haven't solved it yet. Chris Watson KVH Industries, Inc.

[Doug_Den_Hoed__AtAppStore]

Gotcha, Chris; thanks for elaborating. What I'd suggest is creating a Calendar with four different Task filters (as explained "https://support.workfront.com/hc/en-us/articles/217196497-Creating-and-Managing-Calendars">here ), one for each Market Filter (e.g., Blogs - Commercial Maritime, Blogs - Leisure Marine, Blogs - Military, etc.). Each will appear on the left side of the calendar with its own color and legend, and you can then simply toggle whichever Market(s) are of interest. When a fifth Market is created, simply add one additional Market Filter, one time, and presto: it too will be available to be toggled. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads