Unable to get multiple target tables to work with Interactive Cascading Filter on a dashboard

[mkegruber]

Team,

I have created a dashboard for Major Incident Management so an end user can select a specific major case with an interactive cascading filter and have the related reports show all the child cases for that specific case.

Reports such as;

• Short Description of major case (list report - single field) **
• All child cases (list report)
• Total child cases (counter)
• Open child cases (counter)
• Resolved child cases (counter)
• Total child cases (map display - showing count by state)
• Open child cases (map display - showing count by state)

** I could not get the report to read directly from the major case, so the report display's the short description of the parent case for all child cases.

The Setup: Major View 1

1. Interactive Cascading Filter (Select Major Case).
   1. Level 1 - Select State
      1. Table: [sn_customerservice_case]
      2. Display field: State
      3. Filters:
         1. Major case state is Accepted AND
         2. Opened relative after 1 months ago
      4. Target Tables:
         1. Target table: [sn_customerservice_case]
         2. Field: Parent.State
   2. Level 2 - Select Number
      1. Table: [sn_customerservice_case]
      2. Display field: Number
      3. Filters:
         1. Major case state is Accepted AND
         2. Opened relative after 1 months ago
      4. Target Tables:
         1. Target table: [sn_customerservice_case]
         2. Field: Parent
2. Report - Child cases (list report)
   1. Source (type = table): [sn_customerservice_case]
   2. Filters:
      1. Parent.Case.Major case state is Accepted AND
      2. Opened relative after 1 months ago AND

The Setup: Major View 2

1. Interactive Cascading Filter (Select Major Case).
   1. Level 1 - Select State
      1. Table: [sn_customerservice_case]
      2. Display field: State
      3. Filters:
         1. Major case state is Accepted AND
         2. Opened relative after 1 months ago
      4. Target Tables:
         1. Target table: [incident]
         2. Field: Parent.Parent.State
   2. Level 2 - Select Number
      1. Table: [sn_customerservice_case]
      2. Display field: Number
      3. Filters:
         1. Major case state is Accepted AND
         2. Opened relative after 1 months ago
      4. Target Tables:
         1. Target table: [incident]
         2. Field: Parent.Parent
2. Report - Vendor Incidents (list report)
   1. Source (type = table): [incident]
   2. Filters:
      1. Parent.Parent.Case.Major case state is Accepted AND
      2. Opened relative after 1 months ago AND

Issues I am having.

1 - the reason I have had to display child case reports ("Report - Child cases (list report)") and vendor incident reports ("Report - Vendor Incidents (list report)") on 2x separate tabs (Major View 1 and Major View 2) is because I cannot get both reports working with 1x cascading filter. 

I have tried to add a second target table to the level 1 and level 2 filters to filter against the parent.parent fields of the vendor incident reports, but when I do it does not work.

2 - I could not get the "Short Description" report to display the "short description" field directly.

The current short description report displays the "short description" field, of the parent record, for ALL child cases selected by the cascading filter.

Report - Short Description (list report)

1. Source (type = table)" [sn_customerservice_case]
2. Filters:
   1. Parent.Case.Major case state is Accepted AND
   2. Opened relative after 1 months ago AND

I would prefer it display the "short description" of the major case selected in the cascading filter, such as;

Report - Short Description of Major Case (list report)

1. Source (type = table)" [sn_customerservice_case]
2. Filters:
   1. Major case state is Accepted AND
   2. Opened relative after 1 months ago AND

But this would require additional level 1 and level 2 target tables, such as below, however, any time I add a second target table to the filter, it breaks the reports (either the new or existing reports fail to work).

1. Level 1
   1. Target Tables:
      1. Target table: [sn_customerservice_case]
      2. Field: State
2. Level 1
   1. Target Tables:
      1. Target table: [sn_customerservice_case]
      2. Field: Number

So if someone can explain how to use 1x interactive cascading filter against multiple tables, that would be appreciated.

regards

Michael Gruber