Need help with cascading filters - custom tables

Karla Chorny
Tera Expert

I have 3 custom tables - Request -> Deliverable -> Task. They are related to each other, but Task is not related to request except by way of the Deliverable (Deliverable -> Parent request)

 

I have list reports for all 3 tables on a dashboard, along with a cascading interactive filter. The top level is Request, the 2nd level is Deliverable. All reports are set to follow the interactive filter.

 

When I choose All | All in the filter, all of the reports list all records as expected.
When I choose a specific Request and All for Deliverables, the Request and Deliverable reports are filtered correctly, but the Task table returns no results.

When I choose a specific Request and a specific Deliverable, the Request and Deliverable reports are filtered correct, but the Task table returns no results.

 

Target tables are set up as shown for the Request filter:

KarlaChorny_0-1730402355373.png

And as shown below for the Deliverables filter:

KarlaChorny_1-1730402403994.png

 

What do I need to change to make this work? I've tried so many things I can't even list them all. 😞 Or, am I SOL because the Task table isn't directly related to the Request table?

3 REPLIES 3

HaradhanM
Tera Contributor

I don't know the exact answer if anyone know the right answer reply now fast

Karla Chorny
Tera Expert

I got this to work, finally, by removing the filter from the Request table.

I also added a direct relationship from the task to the request - I'm not sure that made any difference though.


Karla Chorny
Tera Expert

I was able to make this work by removing the filters at the Request level. I also added a direct relationship between task and request, although I'm not sure that made much difference.