Cascading Filter questions

Arthur Bernardo
Tera Expert

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:

ArthurBernardo_0-1676320488273.png

 

 

Junior is the senior manager on three verticals:

ArthurBernardo_1-1676320688532.png

 


But the problem report, is returning a table with all problems:

ArthurBernardo_2-1676320758858.png

 

And I want to return, only the problems with the verticals that belong to Junior, like this:

ArthurBernardo_3-1676320831099.png

 

The cascade filter(parent):

 

ArthurBernardo_0-1676321342470.png

 

 

The cascade filter child (who looks to task children table):

ArthurBernardo_7-1676321117342.png

 

 

 

1 ACCEPTED SOLUTION

Abhay Kumar1
Giga Sage

@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

View solution in original post

2 REPLIES 2

Abhay Kumar1
Giga Sage

@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

Thank you very much! 

I just set the tables in the cascade filter (parent) and works as expected