About Public Filters

Public Filters appear in the filters section of the Precursive Plan. Any user can save their own Private Filters, and a Salesforce Admin can add Public Filters for everyone to use. See Filter Resources on the Resource Plan for more information.

When you predefine filters and make them available to everyone, every user starts from the same view to check the capacity of a group of Resources or to navigate Resource Requests.

Public Filters that ship with Precursive

Precursive provides two Public Filters that need no setup:

• All Resources opens the Resource Plan on assigned Resources, with no filter criteria applied.
• All Resource Requests opens the Resource Plan on open Resource Requests, with no filter criteria applied.

Neither view is editable, and every user with access to the Resource Plan can use both.

Create a Public Filter

Create the Custom Filter tab

1. Go to Salesforce Setup.
2. In Quick Find, enter Tabs.
3. Select New.

4. For Object, select Custom Filter.

5. Select a Tab Style.
6. Select Next.
7. On the New Custom Object Tab page, check that Tab Visibility is Default On for System Administrators.

8. Select Next.
9. Clear Include Tab > Save.

Add the tab to the navigation bar

1. Go back to your Precursive app.
2. Select the edit pencil on your navigation bar to add the Custom Tab as a new item.

3. Select the gear icon at the top right of your Salesforce org > Edit Object.

4. In the Object Manager, select Page Layouts > Custom Filter Layout.

5. Drag the following fields into the Page Layout:

   • Name
   • User
   • Editable
   • Is Public
   • Show Mode
   • Show Participants Without Bookings
6. Select Save.

Show Mode carries the Show value that the filter opens on: Assigned, Unassigned, or Both. A filter with no value opens on Assigned.

Show Participants Without Bookings records whether the filter lists Participants that carry no Bookings inside the visible time horizon. It never changes which Phases or Resources the plan lists, only which Participant rows appear beneath them. A filter with the checkbox clear lists only Participants that carry Bookings.

Mark a Private Filter as Public

1. Go to the Custom Filter tab.
2. Change the List View from Recently Viewed to All.
3. Select the Private Filter you want to make Public.
4. Edit the record, select the Is Public checkbox, then select Save.

The filter now appears under Public Filters on the Precursive Plan.

Related resources

Resource Plan