interactive filter for survey questions

[Zachary Gumm]

Hi,

Has anyone had experience creating interactive filters based on the survey questions? We have reports on a dashboard which refer to the following tables:

asmt_assessment_instance
asmt_metric_result
task_assessment_detail
asmt_assessment_instance_question

However if I create an interactive filter on asmt_metric, or on one of the survey tables, I am unable to add an interactive filter reference in the related list. Once such combination is to have the interactive filter refence asmt_metric, Category == Customer Satisfaction Survey.

This filters the available values down to the required questions, however when I try to add a filter reference in the related list, I get an error containing " filter is not of type "asmt_metric"", regardless of which table I use to reference the question field.

[Priya Shid1]

Hi gumbicus,

To use interactive filter on dashboard to filter reports on that dashboard.Follow below steps,

1. Navigate to a dashboard.
2. Click the add content icon ( )
3. Select Interactive filters.
4. Select the type of filter to add, such as Choice list or Reference.
5. Select the filter you want to add.
6. Click Add or drag the filter onto the dashboard.

Please Mark If it is helpful to you!!

[Adam Stout]

I believe these tables use doc id fields and don't have real references.  If that is the case, you'll need to create some views so you can use the full records as references.  There are still some things to work out depending on your use case, but database views will be involved.

[Apurva Malewad1 · Accepted solution]

Hi gumbicus,

Please tell which field/table you are using to add in interactive filter reference related list as it only allows 'the field must reference the table specified in the parent filter Reference table field' and in this related list reference table should be on which table you have the report to apply this interactive filter.So I think first check the relation between the above survey tables and then only create interactive filter on the correct table and map it with right field on the metric table.Currently you are missing this thing.If any concerns, please let me know.

Regards,

Apurva

[Zachary Gumm]

Thanks, Due to the lack of relation for an interactive filter we have opted for a line graph report