Multi-level filter in Platform Analytics dashboard
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3 weeks ago - last edited 3 weeks ago
Ever needed to create hierarchical filters in your Platform Analytics dashboards that dynamically reflect parent-child relationships within a single table (like Groups)?
Here’s how you can do it 👇
1️⃣Parent Group Filter
Source: Group [sys_user_group] table
Condition: Use related list conditions to include only groups that are referenced as the Parent of at least one other group.
Data to filter: Group.Parent and any other relevant tables (e.g., Incident.Assignment group.Parent).
2️⃣Child Group Filter
Source: Same table (Group [sys_user_group]), but without related list conditions.
(Optional) Add a condition to include only groups where Parent is not empty.
Data to filter: Group and other tables, such as Incident.Assignment group.
Check "Follow Parent Group" to link this filter to the Parent Group filter.
Result
When a parent group is selected:
Only incidents where Incident.Assignment group.Parent matches that parent are shown.
The Child Group filter dynamically updates to show only the child groups of the selected parent.
Selecting a child group then further refines the dashboard to show only incidents assigned to that specific child group.
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