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Customizing a filter

Jack_Machesky
8 - Cloud Apps
8 - Cloud Apps

I want to edit the current account name filter that is on my dashboard. This filter is pulling data from salesforce account records, and I was wondering if it was possible to limit what accounts are shown as being selectable on the filter itself.

1 ACCEPTED SOLUTION

rapidbisupport
10 - ETL
10 - ETL

Hi @Jack_Machesky ,

You should be able to add a background filter to filter the available results:

rapidbisupport_0-1707186642209.png

Let me know how you go?

Thanks,

Daniel

RAPID BI

[email protected]

RAPID BI - Sisense Professional Services | Implementations | Custom Add-ons

 

View solution in original post

1 REPLY 1

rapidbisupport
10 - ETL
10 - ETL

Hi @Jack_Machesky ,

You should be able to add a background filter to filter the available results:

rapidbisupport_0-1707186642209.png

Let me know how you go?

Thanks,

Daniel

RAPID BI

[email protected]

RAPID BI - Sisense Professional Services | Implementations | Custom Add-ons