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Update user fields in widget filters dynamically based on who is viewing dashboard.

Ryaan

Hi,

I have been tasked with creating dashboards for myself and my colleagues to use. Some of these dashboards are at a "individual level" so I want to be filtering based on one person specifically.

This is fine when creating dashboards for myself, as I can just set myself as the user in the filters. However the problem is then if I want to share these dashboards out to the other team members, as the filters on the shared dashboards are obviously just filtering based on my user, not very helpful for anyone else!

I can get around this by building and sharing the dashboards out to the other team members, then directing them to save a copy of the dashboard and updating the filters to look at their user instead of mine. Or by creating a unique version of the dashboard for each team member and sharing them out individually. However, neither of these solutions are particularly clean and have their own drawbacks.

This got me thinking that it would be great if we could have a dynamic/smart option for the user based fields that would select the user that is being filtered on based on who is viewing the dashboard. So when Team Member A views a dashboard their user is select as the assignee to filter on, but when Team Member B views the dashboard the filters are based on their user instead.

I had a look around but it didn't seem like anything like this existed, nor could I find anyone that had asked about this prior. Before I lodged a feature request I thought I would just ask the question just in case I had missed something.

Hopefully this all makes sense. Would love to hear others thoughts.

Thanks.

  • 0

    Hi  , have you looked at using the Me selection under the filtering? All of the filters that are looking at the user or group table have a Me option at the top of the list. When that is selected, whoever is logged in and viewing the dashboard, saved view, etc should see themselves in the filter.

    Let me know if that doesnt work for you!

  • 0 in reply to joeybrown

    Hi Joey,

    Thanks for the suggestion, really appreciate your input. I had originally hoped it would work this way too and set up all the dashboards I built using the "Me" selection, but this doesn't seem to be the case for us. 

    Unfortunately selecting "Me" still appears to actually just select your user. I have shared and tested dashboard with other agents and confirmed that whoever selects "Me" is the static user it filters on for everyone that views it.

    I then noted that if I selected "Me" and then scrolled down through the list to find my actual named record, this would also get selected and any changes to the selection on either record would be reflected on the other. Based on this I came to the conclusion that the "Me" option was just linked to your own user at the time of selection.

    I would be very interested to know if you could confirm that this behavior is in fact different for you?  If this is the case the only thing I can think of would be a system setting or something like that, but I haven't come across anything like that in my investigating.

    Thanks,
    Ryan.

  • +1 in reply to Ryaan

    Hmmm that is different then the way I would want it to work. I have confirmed that is how it works today and I have added something in my backlog to make this easier for you. I might look to changing the Me functionality to support this or adding a new option of {{current logged in user}}. I have to get with engineering to see which is the best way forward to make sure we dont break anything along the way. 

    I will try and talk with them over the next couple of weeks about this and come up with a plan. No estimates on when this use case would be resolved yet. 

  • 0 in reply to joeybrown

    Thanks for confirming Joey, really appreciate you spending the time to look into this one.

    Thanks,
    Ryan.

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