Activity Dashboard - How to filter by unique/distinct value?

Hello, is there a way to filter an activity dashboard metric by distinct values? 

Like 0

Like

3 comments
Best reply

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!

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.

Show all comments