Global filters sticking when changed from dashboard
CS Rules & Permissions
Currently when you change the filters on a dashboard and try to email it out they are not sticky. We are trying to email this dashboard to a director who has multiple managers and it would be nice to be able to make these changes from the dashboard. Currently the workaround suggested is that we clone the dashboard and make the changes in dashboard builder. This is not ideal for the use case because if you have multiple directors with multiple managers underneath them you are cloning a large number of dashboards. It would be easier to be able to make these changes and have them stick.
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Currently it is not possible in outreaches to send dashboards. But the use case you intend to achieve can be done using the current adhoc dashboard share as well except for the scheduling part.
Create one dashboard with global filter where you have logged in user configured. Share the dashboard with john
john@partner1.com and jane@partner2.com.
The same dashboard will be filtered to John (Partner 1) and Jane (Partner 2) in the links respectively they are trying to access. You need not create separate view for each partner.
Let us know if it works!
Thanks
Abhishek S