Conditions on cascading filter - "all" shows everything

Elizabeth10
Tera Contributor

‎05-29-2025 09:14 PM

I have a cascading filter, where the top level consists of 4 managers. This works fine - I can choose any of the 4 managers in the dropdown

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However - when I do not choose one of the 4 (the option is set to "all") it shows ALL managers in the organisation, and not "all 4" . I do not want it to show reports for all managers in the organisation. is there a way to ensure that "all" in this context is "all the records that match the filter" ? 

 



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Najmuddin Mohd
Mega Sage

‎05-29-2025 10:02 PM

Hello @Elizabeth10 ,

If I understand the question correctly, you created an Interactive filter to filter the user records on a condition.

Now, in the Interactive filter you see those records filtered.

For the reports, before you select anything you see all the records in the report.
When you select any choice in the Interactive filter, One out of four, the report is filtered to match with the user selected in the Interactive filter.

But, when you have selected ALL, the reports show all the records. (Which is expected, as there is no choice selected in the Interactive filter).

So, instead of selecting Cascading filter in the Interactive filter, select Reference as the Interactive filter and UI Type as Checkboxes.

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Add the conditions you would need in the Reference Section.

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And, in the Related list add the reference table and referenced field of the Reports you want to filter on.

Here, irrespective of selecting ALL, I am seeing only One Incident "Andrew Och" is in the Assigned to field of selected records. Since, I have only ticket assigned out of the selected users.

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If I removed ALL, I see no records.

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So, the All is restricted to only these users

If the above information helps you, Kindly mark it as Helpful and Accept the solution.
Regards,
Najmuddin.




 

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Elizabeth10
Tera Contributor
In response to Najmuddin Mohd

‎05-29-2025 10:29 PM

Hi Najmuddin
Thanks for the quick response. 
I have tried setting it up as a reference, but the issue I have with this is:
On the cascading filter I need to be able to choose the top level manager and see all tickets in the assignment groups where the next level manager is related  - 
For example:

I have 4 top managers A,B,C and D.
There are 3 managers under each of the top managers so:
Manager A has managers 1,2 and 3.

When I choose Manager A I want to see the total number of open incidents for assigment groups where managers are 1, 2 or 3.

When I choose "all" I want to see the total number of open incidents for assignment groups where top managers are A,B, C or D .

When I set the filter up as reference and choose the top manager the result is 0.
when I choose All on this reference filter, I have fewer records than expected. 
Really I need the cascading filter so I can choose to see a top managers area - I am guessing this isn't going to be possible.
are there any other ways to do this? 

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