Platform Analytics trend of new cases assigned to the loggend in user

[valesky]

Hello,

I have a dashboard where I want to add a data visualization that shows the trend of new cases assigned to the currently logged-in user.

I already have an indicator that counts the cases created today, and I set this indicator as the data source for the data visualization.

My issue is how to filter the data to show only the cases assigned to the logged-in user.

When I try to add an additional condition to the indicator—such as "Assigned to is dynamic me"—it doesn’t work because when the job takes the screenshot, it runs under the job user context, not the logged-in user.

I also tried using a dynamic filter in the dashboard. The filter has as filter source the table sys_user and the filter condition is sys_id is javascript:gs.getUserID().

The filter correctly shows the logged-in user as an available value, but the problem is that when the user accesses the dashboard, the filter is empty by default and not pre-filled with the user.

As a result, when the user opens the dashboard, the report shows all cases instead of just those assigned to them.

Is there a way to have the trend display only the cases assigned to the logged-in user by default?

Thank you very much for your help.

[sizzleMcFace]

If you had a reference field referencing the user on the cases, like "First Assigned to" or something similar, you could simply use "First Assigned to is (dynamic) Me" and that would only show those cases where the current user is referenced in the field in question.

If it is not a reference field (but instead a Breakdown element or a Metric field value), on a technical dashboard, you have multiple ways to do this:

1. You can completely leave out the filter, only add the data visualization and configure a dynamic filter condition for the the data visualization which uses the viewing user's Sys ID to filter for the cases assigned to them. You can use scripting or get the user's Sys ID from the page's properties as well.

• Using a "Record list" component, then under the "Data" section, set the table and click "Edit fixed filter", then set it to "[fieldname] is " -> Bind data -> Page properties ->  session -> user -> sys_id (see screenshot)

2. You can also add the filter, set the value of the filter the same way, and leave filtering of the visualization to the OOB behavior of the filter.

3. You can use a simple dropdown/button/input etc. component and handle both the value setting and the filtering dynamically.

[valesky]

First of all thank you again

But if I add a record list component to the technical dahboard,as you said I have the edit fixed filter button, and i can set dinamically the sys id.

My problem is that I need to add a data visualization (because I need a trend report), and in this case there isn't the edit fixed data filter button, and I don't have the possibility to put a dyamic filter in the data visualization.

Also if I add a filter i can put a dynamyc condition to take the values of the filter, but i don't have a "fixed filter" to have the filter prefilled by default

[sizzleMcFace · Accepted solution]

You can use a client script to set the filter's value to the user's sys_id. You can attach this client script to the page loaded event, so that the page loading triggers the script.