Forum Discussion

Matt_Whitney's avatar
Matt_Whitney
Icon for Expert rankExpert
5 months ago

Shared Dashboard Filters/Dropdowns

In the new UI there is a feature to build dashboard filters that allow you to narrow down which resources are displayed based on properties. So I can have an overall health dashboard, and add a "By Location" filter to allow me to use a dropdown to select which site to display data for based on a location property.

The filters work pretty well, but the problem is they are only saved at the user-level. So every single user who looks at the dashboard needs to manually create and then save the filters themselves. Not a very good design if you ask me.

My feature request is to allow us to save dashboard Views at the dashboard-level. So I as an LM admin can create a useful dashboard View with filters/dropdowns, and then when I save it the View can then be used by other users who may not be as comfortable creating filters in LM.

Allowing us to save dashboard Views at the dashboard-level would really increase the accessibility of this feature so that the average LM user can just open a dashboard and use the filters that we have already defined.

 

4 Replies

  • befuddled's avatar
    befuddled
    Icon for Neophyte rankNeophyte
    5 months ago

    I made this exact same request over 2 years ago. Last week, I updated my request to include a default filter/view that can't be modified. We have many people who need to create their own views (on read only dashboards) but we need them to have a default view that they can't break. 

  • pgordon's avatar
    pgordon
    Icon for Expert rankExpert
    5 months ago

    I've also requested this. It's a lot to ask less technical users to put in all the filters manually

  • Cole_McDonald's avatar
    Cole_McDonald
    Icon for Professor rankProfessor
    22 days ago

    LM: Any news on this?  I'm about to deploy a dashboard based workflow to 40 users and am going to have to walk them all through adding the default filters we need one by one... I'd rather have it as a filter widget at the top I can define and lock down behind RBAC so it can't be altered.  As it stands, I assume I'm going to be fixing folks' deployments a few times a week as they're extremely easy to mess up with the "clear" button being right there.

    • Matt_Whitney's avatar
      Matt_Whitney
      Icon for Expert rankExpert
      22 days ago

      Yeah LM actually did make an update recently to this. If you go to Manage your dashboard you can see a "Default Filters" section at the bottom now. You can use that to build out whatever properties you want your users to filter on. 

      Once you set up your default filters on the dashboard-level, you will have a view named "Default" which will apply your filters.