- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-13-2023 12:43 PM - edited 02-13-2023 12:45 PM
Hello!
I'm facing a problem with cascading filters.
Actually customizing a dashboard that has interactive filters. Actually, they do this as an example:
Select verticals:
Architect.
Company:
XXX;
These filters will show all problems and incidents with the "Architect" vertical with the "XXX" company.
What do I need to customize?
Change the filter "Select Verticals" to "Select Senior Manager", and change "Company" to "Verticals".
I accomplished changing these filters, and they work like a charm when the senior manager has only one vertical, but when a Senior Manager has more than one vertical, the "All" option, results in all verticals and not only the verticals that belong to the vertical senior manager, and I want to show only records(tasks) who's has the verticals who belong to the senior manager.
Can anyone help me?
Thanks
The interactive filter:
Junior is the senior manager on three verticals:
But the problem report, is returning a table with all problems:
And I want to return, only the problems with the verticals that belong to Junior, like this:
The cascade filter(parent):
The cascade filter child (who looks to task children table):
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-13-2023 09:05 PM
@Arthur Bernardo It seems you have used table in last lavel of cascading filter , so this is happening.
I wil suggest you to go to edit of cascading filter -> open Select Senior Manager, go to related list and 2nd tab says about mention table, there you have to add table and have to map field of table with matching senior manager.
Like wise you have add in every level of hirarchy so it will always filter matching data from top to bottom selected in filter .
Please let me know if this is not clear ,i can share some screen shot if that helps you.
Thanks
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-13-2023 09:05 PM
@Arthur Bernardo It seems you have used table in last lavel of cascading filter , so this is happening.
I wil suggest you to go to edit of cascading filter -> open Select Senior Manager, go to related list and 2nd tab says about mention table, there you have to add table and have to map field of table with matching senior manager.
Like wise you have add in every level of hirarchy so it will always filter matching data from top to bottom selected in filter .
Please let me know if this is not clear ,i can share some screen shot if that helps you.
Thanks
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-14-2023 02:38 PM
Thank you very much!
I just set the tables in the cascade filter (parent) and works as expected