Apply Interactive Filteer

[athavichith]

Hi,

I want to apply a interactive filter on the Survey Overview dashboard on the assessment assignment group. The dashboard widgets should filter on the incident assignment group

[Community Alums]

To create an interactive filter on the Survey Overview dashboard in ServiceNow that filters widgets based on the Incident Assignment Group, follow these steps:

Step 1: Create a Dashboard Filter

1. Navigate to Dashboard: Go to the Survey Overview dashboard.
2. Edit Dashboard: Click on the Edit button at the top-right corner of the dashboard.
3. Add Filter: Click on the Add Widget button, select the Filter category, and then choose the Interactive Filter widget.

Step 2: Configure the Filter

1. Set Filter Field: Configure the filter to use the Assignment Group field from the Incident table.
   • Table: Incident [incident]
   • Field: Assignment Group
2. Save the Filter: Save the filter configuration.

Step 3: Link Widgets to the Filter

1. Edit Each Widget: Open the widget configuration for each widget on the dashboard.
2. Apply Filter Field Mapping:
   • Go to the Widget Configuration tab.
   • Look for the option Filter Conditions or Interactive Filters.
   • Map the filter field (e.g., Assignment Group) to the corresponding field in the widget's data source.
3. Save and Close: Save the widget configuration.

Step 4: Test the Filter

1. Preview the Dashboard: Exit the edit mode and view the dashboard.
2. Apply the Filter: Use the interactive filter to select an Assignment Group. The widgets will update dynamically to reflect data related to the selected group.

This setup ensures the interactive filter links the Survey Overview dashboard to the Incident Assignment Group seamlessly. Let me know if you need help with any step!

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