Home      FAQ      Forum      Idea Exchange      Ask a Question      My Stuff      Help   
  
New Dashboard Section: Current User Property Edit
User property table allows you to associate some data with particular user. The best thing is that you have access to any column from record related to current user in any formula without creating any relations. Such ability allows you to pass a parameter(s) to any formula column or filter condition which can be useful for different scenarios.

For example, to create interactive dashboards:




where "Filter" is new "Current User Property Edit" section, which allows modification of current user properties directly on dashboard. To make dashboard interactive you'll need to include following filter condition to "Monthly Sales", "Quarterly Sales" and "State Sales" views:

Between([Date], User[From], User[To])

So each time when you'll change "From" / "To" and press apply, system will update corresponding current user property and reload all views on dashboard with new set of data.

New section could be configured as follows:



ID
599
Category
TeamDesk
Author

Slava Shinderov  Staff 
Date Created
2/21/2013 4:11:53 AM
Date Updated
3/17/2013 8:39:07 PM
Status
New Idea
Score
80
Promoted By
Rick CogleyPhilipp MatuschkaGii Systems
martin olivergerardo garciabasenine
Scott MillerSlava Shinderov  Staff 
Comments
Slava Shinderov  Staff  2/25/2013 2:56:59 AM
We've found a good workaround that use table view and custom button.

First of all you'll need to create a table view named "Filter" for "User Property Table", select "From" and "To" columns to display and use following filter condition:

[User] = User()

which will display only record related to current user.

After that create custom button "Change Filter" which will modify "From" and "To" columns and associate it with the view above.

Put that view on corresponding dashboard.
gerardo garcia 2/26/2013 8:39:54 PM
Sweet! Tks!
Philipp Matuschka 3/6/2013 11:52:56 AM
I have some workarounds going on for this too, but it would be great to see it formalised
Rick Cogley 3/7/2013 7:44:05 AM
Hi - I'm not finding where to make the new "Current User Property Edit" section. Where do I find that?
Slava Shinderov  Staff  3/7/2013 8:06:13 AM
@Rick you can't create it - this is just an idea, but workaround with view from user property table and custom button do the job pretty good.
Rick Cogley 3/7/2013 3:42:40 PM
Ah, sorry, I see now.
basenine 3/17/2013 7:38:58 PM
I have a situation where I need to view two tables on a Dashboard that relate to a date - the Date is (and needs to be) selected by the User i.e. <Ask the User>

I've tried doing the above using the two tables in a Dashboard but I can't get the Button to show on the View… The two Views are from different tables i.e. Dashboard is in Customer's Table ---> the Despatch view is from the Quote/Order Table and the Despatch Notes are from another Table.

Am I missing something?

From the first description with the Picture, it looks as if you'd be able to change a date and have the whole Dashboard update accordingly. I can't see how this will work with the Workaround if the Views are from different Tables

Cheers
basenine 3/17/2013 8:39:07 PM
Update…
All sorted. I worked out how to do it…
In the Corresponding Views I needed to have [Despatch Date]=User[Despatch Date] (So I needed to create a [Despatch Date Column in the User Propertied Table)

Pretty easy when you know how!! lol

Cheers
Feedback
 
Back to Search Results