Filter Events

Created on:
Updated on:

Filters help you narrow down your event list to just the ones you want to see on the calendar or table. Filter the events, and then share the events or run a report.

Check out this clip from Planning Center University.

filter_numbered.png
  1. If you enable a feed, you'll see the events from that feed in the calendar. However, if you want to hide those events, you can select the feed to disable it.

    Tip

    Event Request feeds will allow you to see pending event requests in the calendar before they're approved. Form feed filters are enabled for assigned default event owners and approvers and disabled for everyone else by default.

  2. Each person with access to Calendar can view any event or event request form, but may have different roles and permissions for other features.

  3. Filter by the event's approval status, whether the requested rooms or resources have been approved, are pending, or have been declined.

    If you want to make sure events have been approved, filter by Pending to quickly approve or decline resources if you're in the appropriate approval group.

  4. Filter events based on the event owner, which is helpful when you want to update the event owners for multiple events.

  5. Events can be published or hidden on Church Center for congregants. Change the Church Center visibility of an event from the Event Settings.

  6. Filter the calendar based on a room or resource reserved for that event. Start typing the room or resource, and then choose the correct option from the dropdown. If you filter by a folder, the calendar will filter to events using any items within the folder.

  7. Any tags used in the current view will populate in the sidebar. Click a tag to show only events with that tag. If you want to see all the tags, choose it from the dropdown.

Caution

If you don't see any tags when Active tags is selected, it means none of your events have tags assigned to them. Assign tags to the events, and try the filter again.

Show Events Without a Tag

Add tags to the filter bar to find events that have not been assigned any tags from that group.

filter_not_tags_arrow.png

Find Events Missing Required Tags

If you have a required tag group and want to see how many of your events are missing a tag from it, use the Table View to find them. In the Table View, add a tag from the group and change it to “none”.

table_tags_filter_none_arrow.jpeg

From here, you can use Bulk Editing to apply the missing tags to these events!

My Events Filter

The My events filter helps owners, approvers, and subscribers find their events. Expand the section to find how to assign yourself to an event.

Owner

The Owner is responsible for the event. The Owner can be the person who created the event or the person assigned to that position. The Owner is listed on the event settings.

event_owner_arrow.png

Change the Owner by clicking the current Owner's name, and then selecting a different person.

Approver

An Approver is part of the Approval Group who approved the request for a room or resource. Find Approvers from the Approval Groups tab on the People page.

Approval_Groups_2x.png

Subscribers

A Subscriber is someone who wants to receive information about an event's activity. To subscribe to an event's activity, click Subscribe and check the appropriate box.

subscribe_arrow.png

Notice

Event owners and people in approval groups for rooms/resources on that event are always subscribed by default, and they can’t unsubscribe.

1. Subscribe to this event

If you check the box to Subscribe to this event box is checked, you can find those events on the calendar view. Filter the page to Subscriber.

Subscriber filter_arrow.png

2. Enable email notifications

Check the Enable email notifications box to receive an email when internal comments are added.

subscribe internal note_arrow.png

By default, this box is checked for the event owner, original creator, and all members of approval groups assigned to it. They can uncheck the box at any time if they don’t want to receive emails about that event's activity.

Caution

Administrators cannot change subscriber options on behalf of other people.

Was this article helpful?
2 out of 3 found this helpful