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09-01-2025 07:03 AM
Hello,
I'm trying to create a filter in a dashboard, but when I choose the table and the field that I would like to be associated to that table, I have this situation:
Basically the filter source table is not Problem Task, but User.
Could anyone tell me why?
Thank you,
Maddalena
Solved! Go to Solution.
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09-01-2025 07:30 AM
When you choose a reference field from a table, the filter will be set to referenced table. For example, assigned_to is a sys_user record and assignment_group is a sys_user_group record.
Choose a field from the table to filter the records based on it. If you have a specific requirement, please share more information.
If this helped to answer your query, please mark it helpful & accept the solution.
Thanks,
Bhuvan
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09-01-2025 08:02 AM
Hi @Maddalena ,
Filters won't work on performance analytics, if you have dashboard having the report that are created in performance analytics then this filter won't work on those reports.
The filters are works on only reports are created from data visualization in platform analytics. Also check the flag on data visualization "Follow filter" flag. Then only it apply the filter added on dashboard or tab.
Thanks,
Bhimashankar H
-------------------------------------------------------------------------------------------------
If my response points you in the right directions, please consider marking it as 'Helpful' & 'Correct'. Thanks!
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09-01-2025 07:30 AM
When you choose a reference field from a table, the filter will be set to referenced table. For example, assigned_to is a sys_user record and assignment_group is a sys_user_group record.
Choose a field from the table to filter the records based on it. If you have a specific requirement, please share more information.
If this helped to answer your query, please mark it helpful & accept the solution.
Thanks,
Bhuvan
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09-01-2025 08:11 AM
Did you get a chance to review this ? For the problem statement you mentioned, information I provided is correct.
As per community guidelines, you can accept more than one answer as accepted solution. If my response helped to answer your query, please mark it helpful & accept the solution.
Thanks,
Bhuvan
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09-01-2025 08:02 AM
Hi @Maddalena ,
Filters won't work on performance analytics, if you have dashboard having the report that are created in performance analytics then this filter won't work on those reports.
The filters are works on only reports are created from data visualization in platform analytics. Also check the flag on data visualization "Follow filter" flag. Then only it apply the filter added on dashboard or tab.
Thanks,
Bhimashankar H
-------------------------------------------------------------------------------------------------
If my response points you in the right directions, please consider marking it as 'Helpful' & 'Correct'. Thanks!
