Hi @vrice
Handling Custom Fields with different meanings between clients is a big challenge in the BI Realm.
As we've successfully helped several of our clients in their challenges, we're planning a detailed guide around the topic but it is still early in the process so I'll do my best to assist here and feel free to reach out if you require further assistance.
Working with the metadata plugin
- In the link below you can find a link to the new documentation of the plugin
- In the link below you can find a good code sample that demonstrates how to use the plugin from the coding perspective.
Piece of advice: You'll see that there might be some scenarios that you'll need to find a "work around" to a specific translation case. Adding spaces to differentiate between different strings when needed is surprisingly working pretty good.
Biggest Challenge - Shared Dashboard Between Clients
- When your clients are sharing the same dashboard (by following the multi-tenancy best practice), they often want to filter their dashboards based on their custom fields or make use of dynamically switch dimensions by using
BloX or plugins like the
Switchable Dimensions - This causes a problem as you'll need to add all the available custom field to dashboard and clients would often see irrelevant dimensions. Potentially many irrelevant dimensions.
Solution - Client Side Customization
- The way to overcome these kinds of challenges is to develop a plugin that would dynamically add/remove dimensions based on the logged in user.
- Alternatively, you can use our premium marketplace plugins like the
Filters Catalog and the
Dim Switcher who support this behavior out of the box (in addition to some other nifty related tricks)
Feel free to reach out if you need some guidance on how to operate the metadata plugin or other related chalanages. We're always happy help (:
Ravid
