Hello, is there a way to filter an activity dashboard metric by distinct values?
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Hello,
The only available option in this case would be to use a pivot table instead.
Hello!
Thank you for your question.
It sounds like you are referring to adding a dashboard to a record page, and having it filter data based on the current record (e.g., showing only activities related to the specific record you are viewing).
Yes, this is possible in Creatio.
To do this, you need to add a filter to the dashboard widget, so that it displays only data related to the current record.
We’ve attached a screenshot that shows where and how you can configure this filter.
Please let us know if this answers your questions!
Valeriia Ripnevska,
Hello, thank you for the response.
I'm actually referring to the Classic UI. What you suggested will filter for a specific record but that isn't what I'm after.
In Classic UI if I select the Activities section, there is a dashboards tab within that section. Inside one of these dashboards I want to use the metric widget to count unique values.
For instance, it may show one client name multiple times because many activities exist for that client (phone calls, emails, texts etc), however I want it to count the client only once as a unique value. I can filter the type of activity to only (phone call) for example but there still could be many phone calls for one client so I will see the client appear in the count multiple times.
Another way to think about it, is that in excel I would use =unique - https://support.microsoft.com/en-us/office/unique-function-c5ab87fd-30a3-4ce9-9d1a-40204fb85e1e or conditional formatting to remove duplicate values, I want to apply the same logic to a creato metric widget in a dashboard.
Hello,
The only available option in this case would be to use a pivot table instead.
Got it, thank you. Ultimately I wanted it as a Metric but this will suffice.