Link interactive Filters

Huodil
Tera Contributor

Hi,

Is it possible to link interactive filters on a dashboard.

Regards,

 

For this example can I display the values of "Territoire PM" based on what I choosed on "Entité"

 

find_real_file.png

1 ACCEPTED SOLUTION

Hello Huodil,

You should only have one filter, not 3 separate filters, for cascading filters to work. You define your top level (Entité in this case) and then define Territoire PM as the second layer with a reference qualifier to Entité based on parent field, then so on as outlined in the Docs I linked to in my previous reply. 

Having the filters separate, they cannot share a relationship to dynamically define child selection availability based on parent selection. 

Basically:

  1. Open the Entité filter
  2. Scroll down to the related lists and go to Cascading Filter
  3. You should see the filter you selected and an arrow to expand it, this is where you define your cascade (e.g. Territoire PM)
    find_real_file.png
  4. Once you click new, you will have Parent reference field to define based on
    find_real_file.png
  5. Then your filter will look like this in which the child options filter based on parent
    find_real_file.png


Please mark my answer as correct/helpful if it has helped you.

Thanks,
Logan

View solution in original post

3 REPLIES 3

Logan Poynter
Mega Sage
Mega Sage

Hello Huodil,

 

What you're looking for is a Cascading Filter


Please mark my answer as correct/helpful if it has helped you.

Thanks,
Logan

Hello Logan,

the three selected filters are already a cascading filters, what I wnt is if a I select a Value on "Entité" (for example Entity A) the second filter "Territoire PM" I have to select (PM1/EntityA, PM2/EntityA...)

the values displayed on "territoire PM" are based on what I selected on "Entité".

Thanks,

Hello Huodil,

You should only have one filter, not 3 separate filters, for cascading filters to work. You define your top level (Entité in this case) and then define Territoire PM as the second layer with a reference qualifier to Entité based on parent field, then so on as outlined in the Docs I linked to in my previous reply. 

Having the filters separate, they cannot share a relationship to dynamically define child selection availability based on parent selection. 

Basically:

  1. Open the Entité filter
  2. Scroll down to the related lists and go to Cascading Filter
  3. You should see the filter you selected and an arrow to expand it, this is where you define your cascade (e.g. Territoire PM)
    find_real_file.png
  4. Once you click new, you will have Parent reference field to define based on
    find_real_file.png
  5. Then your filter will look like this in which the child options filter based on parent
    find_real_file.png


Please mark my answer as correct/helpful if it has helped you.

Thanks,
Logan