Question

Master filter For Dashboard Section Page?

Hi team,

 

I am looking into adding the functionality of master filter that applied to all the dashboard on that page. I have implemented this feature in other section pages( 'Working' checkbox to filter). I am wondering if we can do same for dashboard section. Is it possible? What is the section page name for that?

 

 

Like 0

Like

1 comments

Hello,

Unfortunately, it is not possible to create a master filter specifically for the dashboard.


However, the filter will still influence the records displayed in the dashboard if you correctly configure the "How to associate with section data" setting in the chart.
 

Let me explain in more detail:
 

The "Connect 'X' object with 'X' section by field Id" setting determines how the dashboard results are linked to the section data. Once this mapping is configured, the filters applied in the dashboard will work in conjunction with the master filter conditions already defined in the section.


 

This way, the dashboard reflects the combined filtering criteria.

Show all comments