Why is Account Filtered on the Academic Calendar Session

The Hierarchy Builder feature can be used to set up a hierarchy of Account records so that the Account records have a 'Level' of System, Institution, School and Department.

When Academic Calendar records are created, the Account field should be populated.

A user can then navigate to the Academic Calendar tab and filter their calendar records based on the sub groups within the System as it relates to their section / campus etc.

The page will only display accounts in the drop down if the Level field has one of the four picklist values selected. So other Account records don't get in the way

Was this article helpful?

Sorry this wasn't helpful. Please reach out to your admin for support.