PSA: Is it Possible to Prevent Users From Creating Public Filters in the Work Planner?Mar 26, 2026Knowledge
Content Standard GuideTitlePSA: Is it Possible to Prevent Users From Creating Public Filters in the Work Planner?URL NamePSA-Is-it-Possible-to-Prevent-Users-From-Creating-Public-Filters-in-the-Work-PlannerInformationQuestionHelp QuestionWhat are the steps to prevent users from creating public filters in the Work Planner?Product AreaHelp Product AreaWork PlannerEnvironmentHelp EnvironmentProfessional Services AutomationAnswerHelp Answer Clone the PSA - Edit Work Planner permission set. Remove the Edit permission for the Is_Private__c field on the Filter Set object. Assign the cloned permission set to the relevant users. Additional NotesHelp Additional NotesIf the PSA - Edit Work Planner permission set is not in use, edit access can be removed from the Is_Private__c field on the Filter Set object where it has been granted.Release VersionHelp Release VersionAll Versions
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