Dashboard Filter for Company & Account fields

[Sam Earl]

Hey Community,

I'm hoping someone can assist with a dashboard filter issue I've having, as hopefully it's something simple I'm missing.

There is an OOB filter (I assume from CSM) for "Account", which has the filter source set to the Account table and under "Data to filter" has Case.Account selected. I wanted to expand this, as our agents will work across not only Case but also Incident, Catalog Task, etc... but when trying to add those tables in to the data I'm not able to select the Company field, presumably due to the different table that reference field is looking at.

Okay... makes sense, in a way, because Account is a child table of Company. So I have built my own filter, as one did not exist already, called "Company" that references the Company table in the filter source. For that I have been able to add Task.Company and child tables in to the data to filter, but I can't add Case.Account. It's also not possible, as you can see below, to set them up as connected filters

Ideally I want a single filter that I can put on the dashboard that will filter data visualizations across Case, Request item, etc... for companies, but I can't fingure out how this is possible? Any help?

Thanks,
Sam

[Sam Earl · Accepted solution]

To update, I wasn't able to fix this from a filter perspective, seems like a limitation with how they are configured and being unable to look at child tables for references.

As a solution, I have set up a business rule on the Case table which copies the value from the account field in to the company field, and the filter can then be set up on the core_company table and look at the task.company field.