Contract interactive filter for dashboards

tomas posternak
Tera Contributor

Hello community!

I have created 2 interactive filters for Customers and Dates, now I need to create a new one for the SLA Contracts we have, but when I select the filter and add the reference table and the reference of the interactive filter, the information does not change... So I am lost right now, I don't know which table I need to add.

 

Also, with 3 interactive filters the widgets should change the information it shows, but it doesn't.

 

If someone could give me a hand with this problem, it would be a great help!

Thank you very much community!

Tomas.

9 REPLIES 9

AndersBGS
Tera Patron
Tera Patron

Hi @tomas posternak ,

 

Which table is the report created based on? how have you configured the interactive filter? 

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

best regards

Anders 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Hello Anders!

 

The table is created based on contacts (ast_contract), that shwos me all the contract that we have.
But in the reference filter that I´m using is the one that I´m having issues... It changes the information that ast_contract shows me.

 

Also, the 1st filter (client) doesn´t affect the contract filter, and it shows all the information.

 

Thanks for your help.

Tomas.

Hi @tomas posternak ,

 

Ok, if your report is based on the ast_contract and you e.g. would like to filter on vendor, you should create the interactive filter as a refence interactive filter based on the core_company table, as the ast_contract has a refence field to the core_company table for vendor name. 

 

Furthermore, you need to remember which field you're reference in the interactive filter:

AndersBGS_0-1706782448510.png

 

If you need further help according to the interactive filter, please share a snip of the interactive filter configuration, then I will be happy to help on error search the configuration.

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

best regards

Anders 

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Hi, It doesn´t works..
I´ve this 3 interactive filters

tomasposternak_0-1706783706119.png

 

As table reference, i´m using the ast_contract, that shows me all the contracts that we have.

tomasposternak_1-1706783782547.png

 

But when I put some information in the reference filter, it change the contracts that shows me.

So here I don´t know what information use to apply correctly the interactive filter.

tomasposternak_2-1706783879661.png

 

Thank you.

Tomas