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3 weeks ago
Hello everyone,
I’m in the process of migrating our existing dashboards over to Platform Analytics, and I’ve run into a question about replicating an interactive filter we currently use on our Service Desk dashboard.
In our legacy dashboard, we have an interactive filter that allows us to select a specific Service Desk agent, and the entire dashboard updates to show only the tickets assigned to that person. I’m trying to recreate this behavior using Platform Analytics dashboard filters, but the only workaround I’ve found so far requires two filters:
One filter for the Service Desk group (with a default value applied so it auto-selects), and
A second filter for the individual agents.
This works but it’s clunky. Before I move forward, I wanted to check:
Is there a simpler or more direct way in Platform Analytics to filter a dashboard by a single agent, without needing two separate filters?
Ideally, I’d like a single “Assigned to” filter that automatically limits the selectable users to the Service Desk group.
Any guidance or best practices would be appreciated!
Solved! Go to Solution.
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3 weeks ago
You can use a single filter for sys_user as source and filtering incident.assigned_to by using the related condition to filter by group memberships
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3 weeks ago
You can use a single filter for sys_user as source and filtering incident.assigned_to by using the related condition to filter by group memberships
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3 weeks ago
Thank you, I didn't even see the related list condition.