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Interactive Dashboard List Gadget Territory Filter

Posted By RC Lim over 1 year ago

Understand that List Gadget in Interactive Dashboard only allow String filter and territory is stored as int in database.

Is there any workaround to allow List gadget to be filter with territory?

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Sage CRM over 1 year ago in reply to Matthew Shaw +1

Ah! I was just answering this! Never mind. I shall put my answer as a blog article.

0 Matthew Shaw over 1 year ago

HI RC Lim,

Yes, in the report that you're pinning to the dashboard, adjust the source view to join in the Territories table and then display the Territory Name field (terr_name) instead of the xxxx_secterr of the entity you're reporting on.
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0 Sage CRM over 1 year ago in reply to Matthew Shaw

Ah! I was just answering this! Never mind. I shall put my answer as a blog article.
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0 Sage CRM over 1 year ago

See: (+) How to filter an Interactive Dashboard List Gadget by non-text field e.g. Security Territory - Sage CRM Hints, Tips and Tricks - Sage CRM - Sage City Community
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Interactive Dashboard List Gadget Territory Filter

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