Applying saved folder criteria to another folder or dashboard
Is there a way to apply criteria from a saved folder to another folder or dashboard? I have a few complex queries. It would be great if, when building a new folder or dashboard, I could just apply the criteria from one or multiple saved folders/filters instead of starting from scratch each time.
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Dear Lisa,
You just need to click on the gear icon on the folder http://prntscr.com/q0wsnm and select Copy option. As you see, I've created the same folder with identical filter. As for dashboards, you can either create the copy of the whole dashboard tab http://prntscr.com/q0wt23 or copy 1 element of it through the dashboard designer http://prntscr.com/q0wtc7
Best regards,
Dean
Thanks Dean,
I know about the copy features. Sometimes I'd like to copy folder or dashboard criteria from one section to another. It's not possible to do that. Also, I'd like to copy the criteria from one series in a graph dashboard to another series, or even just a subset of that data. It's not possible to do that either. I end up having to recreate the entire query in each series.
It would be nice if we could just save a particular query or apply the criteria from one or multiple folders to a dashboard without selecting the folders. Especially if deploying to other users.
Dear Lisa,
We will register this idea in our R&D team backlog to consider the implementation of such logic in the future application releases.
Best regards,
Dean
Nathan,
Thank you for your question!
I have double-checked this information and currently, there are no updates on the ETA of implementing this feature in Creatio.
We will make sure to provide this information as soon as we acquire it.
Thank you for your understanding!
Regards,
Danyil