Some firms may want to simplify the event options available for Calendar Rules. Admins can do this by selecting the unique ID associated to each event type their firm uses. 

Prerequisites 

Your org must have a Core Litify package version at or greater than 20.1001

How to Whitelist CalendarRules Events

1. Assign Litify Custom Settings Permissions to a Profile 

  1. Navigate to Setup > Profiles > Select a Profile. 
  2. Select Object Settings
  3. Select Litify Custom Settings
  4. Select Edit
  5. Change Tab Settings to Default Off.
  6. Enable Read Access  and Edit Access for the Data and Setting Name field permissions.
  7. Save

2. Create Litify Custom Settings Tab

  1. Navigate to Setup > Tabs
  2. Select New.
  3. Select the Litify Custom Settings object in the picklist. 
  4. Choose a tab style. 
  5. Select Next
  6. Select Apply different tab visibility for each profile. 
  7. Make sure all profiles are set to Tab Hidden.
  8. Change System Administrator to Default Off.
    whitelist.jpeg
  9. Select Next
  10. Select Save

Now you can navigate to the Litify Custom Settings app and create a new record.
 

3.  Create a Custom Record in Litify Custom Settings 

  1. Navigate to App Launcher > Litify Custom Settings
  2. Select New
  3. Define the following values (these are case sensitive):
    • Litify Custom Setting Name: Calendar Rules Event Dates Whitelist
    • Setting Name: Calendar Rules Event Dates Whitelist
    • Data: List of event IDs you wish to filter, separated by semi-colons. You can find event IDs as a field on any Calendar Rules event. 
  4. Save.  

Now events with IDs that match this list will be included in your calendar. 

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