Is it possible to create interactive filter based on Assigned to?

SK36
Tera Contributor

Hi all,

I just want to create an interactive filter based on "Assigned to" fields. Can anyone help me to achieve this?

5 REPLIES 5

Not applicable

Hi @SK36 ,

It should be allowed for an Interactive Filter - for anything that's a choice or reference (that exists on the correct table)



Try this:

 

SandeepDutta_0-1670582050018.png

 



And save, then in Interactive Filter References at the bottom, create a new one for the Incident table (or whichever table you want to filter) by pointing it to the table name and the field that will hold the user:



SandeepDutta_1-1670582050096.png

 

 

It is showing all the users available in table. But I want to show only users who belongs to particular group. Is it possible?

@SK36 However its not possible but you can add other filters as below

jaheerhattiwale_0-1670584160820.png

jaheerhattiwale_1-1670584179233.png

 

If you need a custom filter of your choice then you can add dynamic content block which involves jelly scripting

 

 

Please mark as correct answer if this solves your issue.

 

jaheerhattiwale
Mega Sage

@SK36 Yes its possible. Tried and tested solution

 

1. Open the dashboard, click on + icon and select interactive filters and then Reference, as shown in image below

jaheerhattiwale_0-1670581428747.png

 

2. Click on "#New reference" 

jaheerhattiwale_1-1670581469401.png

 

3. Click on Add button and notice that the new reference is added to the left

jaheerhattiwale_2-1670581538780.png

jaheerhattiwale_3-1670581562052.png

 

 

4. click on "Click here to configure reusable widget"

5. A new interactive filter form will open

jaheerhattiwale_4-1670581639523.png

 

6. give the name as "Assigned to" and in reference table select user table

jaheerhattiwale_5-1670581751155.png

and save the form

7. Go to related lists

In interactive filter references create a new one

jaheerhattiwale_6-1670581824072.png

 

8. Select reference table and reference field and submit the form

jaheerhattiwale_7-1670581951957.png

jaheerhattiwale_8-1670581964463.png

 

Come back to dashboard and notice that the interactive filter for assigned to is added

jaheerhattiwale_9-1670582112735.png

 

 

Please mark as correct answer if this solves your issue.