by Jackal Software

Administrators can copy dashboards from any user to any number of users, teams, or roles. Save time logging in as individual users to set up their dashboards.

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#3912 - Deploy filters of dashlet too

In Progress Feature created by OLGA MARTOS LOZANO 3 years ago

Hi, I have a question...after deployment of the dashboards... Could the user modify the filters of the dashlet via UI?

Currently SugarCRM 8 offers the option to deploy dashboards although the users can't edit the filters of the dashlets. They just see the charts of the dashlets but they can't edit the filters.

Thanks a lot

Regards Beatriz Reviejo

  1. namcorp member avatar

    Jackal Software Provider Affiliate

    3 years ago

    Hello Beatriz,

    Thank you for your question. If I understand the question properly then the answer to your question is yes.

    Our Dashboard product checks if the dashlet being copied uses a filter and if so copies the filter to the target user. From there the target user may change the filter as they wish but this would be a departure from the original copied dashlet. Unfortunately if the original dashlet's filter is updated then the copied data is not updated at the same time. I believe I looked at this functionality but ran into issues with overriding changes made by the end users.

    The default version doesn't bring filters over during the copy process so any dashlet with a filter doesn't properly function.

    Thanks again and if I am not quite understanding please let me know. Of course if you are interesting in trying for yourself we offer the 30-day trial for testing.

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