How to set default values in an interactive filter reference list

pauls_
Kilo Contributor

Hi Everyone,

I am using Jakarta and am trying to create an interactive filter on a dashboard with specific users available in the list.  I created the filter as a reference style and was able to add the five users I want listed, but that simply adds them as pre-selected, with the whole list of users available.  I couldn't find a way in the documentation or interactive filter setup to simply limit the options available to the five users I want as the only options.  Any help would be greatly appreciated.

Thanks

10 REPLIES 10

Harish Ragz
Kilo Guru

Once try the below link. It may help you.

Add an interactive filter widget to a dashboard

Please Hit Correct(If it is a correct solution) or Hit Helpful(If it is useful).

Adam Stout
ServiceNow Employee
ServiceNow Employee

You may want to include a screenshot to people can see what you are talking about.  I believe you want to not have a default value but you need to change the filters on the interactive filter which has conditions to only show the 5 people you are looking for.  For instance, I often use the conditions on sys_user  where manager is dynamic me.  On a dashboard, this would restrict the choices to the logged in users' direct reports.

Hi Adam,

Thank you for your suggestion.  Here are some screenshots to help illustrate.

When I create my filter and add in the conditions to return the list of users underneath a specific Executive Director there are 604 records returned.

find_real_file.png

 

 

I go through the list and select the five names I want to be listed.

find_real_file.png

 

Before those names were being pre-selected by default.  Now I am not experiencing that.  The filter simply starts by default with no names selected, however it returns the whole list.

find_real_file.png

What I am trying to do is have those five users be the only values listed as the default value.  So instead of having a list of 604 names to choose from, the dashboard users will only be able to select one of five names.  I hope this helped?

Adam Stout
ServiceNow Employee
ServiceNow Employee

What is special about those 5 people?  Do they have a common attribute?

The conditions set what options show, the defaults set what shows up only the first time someone loads the filter (once they change it, their preferences are maintained).