Hello,
 

Unfortunately, such changes are not feasible in the context of Classic UI dashboards, as the configuration of these charts (dashboard object, filters, sorting, etc.) is stored in the database as JSON configurations.

 A whole tab corresponds to a single record in the SysDashboard table, and all settings are stored in the Items column.
 

In this format, the field value used for filtering is not just an Id, but an entire config with various parameters.
 

Therefore, a much faster solution would be copying the dashboard tab and modifying it manually:

On the other hand, in Freedom UI, dashboards are not stored in the database but directly in the schema of the page. As a result, you can modify the parameters directly in the schema.


 However, this approach also requires time and is unlikely to yield a faster result than simply copying and manually adjusting the lookup field value.

Also, in Freedom UI, you can dynamically filter charts using the Quick Filter. This way, you only need to configure the charts once, and by using the quick filter, you can check all regions of interest dynamically.
 

Thank you for reaching out!

Pavlo Sokil,

Does the approach with Freeform UI work for Dashboards (Підсумки), but not for separate Entities (Sections like Lead or Opportunity)?

Leonid,
 

The Dashboard section is a unique section implemented in Classic UI, and unfortunately, it is not possible to configure such a dynamic filter in this section.
 

However, you can manually set up same dashboards in Freedom UI. For example, you can create a new home page and implement the solution with quick filters there.

Leonid writes:

Pavlo Sokil,

Does the approach with Freeform UI work for Dashboards (Підсумки), but not for separate Entities (Sections like Lead or Opportunity)?

If you select data from SysDashboard, you can find dashboard configuration. I see filtration settings are stored in Items column. 
Maybe you can update this with SQL script

Hi Leonid, 

You could build one dashboard and then install the Quick filters for Creatio, add a simple filter to the section and let the end users apply that filter themselves. I believe it'd be cashed for them anyway if they want to have it always applied. 

https://marketplace.creatio.com/app/salesup-quick-filters-creatio

Best,
Jacek

Here is a sucessfull report launch result:

As this shows, the field COmment and Expenses amount is showing a "Null" result.

Have to start over again, any modifications to the original report makes the latest version STOP. It will not RUN.