Interactive Filter to filter many groups at once?

[RobSK]

Hi there,

Is there anyway to create a filter for my dashboard to allow 1 pick to select many assignment groups?

The use case is there are about 50 groups performing fulfillment.  They are not related in a logical hierarchy but I'd like to be able to pivot into a filter that lets me see:

All groups covering NW Region/SW Region etc. AND/OR
All groups That are Tier 1, 2, 3 etc. AND/OR

All groups with 10 or more staff.  

All of these things overlap.  So would be great to have a few filters that you can use to see data in my dashboard for a certain combination of these items (e.g. All NW/SW groups that are Tier 2).

Trying to figure out a way to do this via interactive filters or the such without getting into too much administrative overhead... ideally via filter configuration or the like.   Current state is I can have an interactive filter that is limited to every group that falls into the overlap between all 3 criteria... but would like to be able to have independent options for Tier 1, 2 or 3 (e.g.) that let me pick those concepts and it translates to the actual groups.

[Slava Savitsky]

There are two possibilities:

1. Whenever you have an attribute in the Group record that clearly identifies which region or tier the group belongs to, you should be able to filter by that attribute in the list using the so-called dot-walking. For example, you build conditions like these in the condition builder:

Assignment Group.Tier – is – Tier 1

(This filter, for example, would return a list of records assigned to Tier 1 groups.)

Assignment Group.Location.Parent – is – NW

(Note how you can dot-walk multiple levels to actually get to the attribute you need to filter on.)

2. Whenever there is no specific attribute to filter on (for example, when you want to filter by group member count), dynamic filter options are the way to go. The ones available in the base system let you (among other use cases) filter records according to the identity of the logged in user:

Assignment Group – is – One of My Groups

(Here "One of My Groups" is a dynamic filter that calls a server-side script, which queries the Group Members table and returns the list of Groups the current user has membership in.)

But with a little bit of scripting, you can create additional dynamic filter options according to your organization's needs (for example, "One of NW groups" or "One of groups with 10+ members").

[RobSK]

Hi Slava,

Thank you for the reply!  For option 1... that would involve a customization of the groups to add the extra attributes?  I am a bit removed from the administration side of SNOW, so forgive me if I am misunderstanding.

Option 2 - I will look into this as well!  This could be an interesting option.... 

The challenge is that I am somewhat limited to out of the box options as engaging admins to create customizations will add timeline implications and the like.  But if it is what must be done, so be it :).  

Thx!

R.