Member/Department Filter

Introduction

Functions

Types of department and member fields filtered in a dashboard include Member, Members, Department, Departments, and Created User(system field).

Application Scenarios

When you need to filter data based on departments or members from the contact, you can add department/member fields as filtered fields.

Preview

Setting Procedure

Adding a Filter Component

Go to a dashboard and click Edit:

Then add a filter component above the chart Student Roster:

Data Filter by Member Fields

1. Configure a filter component

Select a chart to be filtered, for example, in Basic Information of Teachers, select the Member field Teacher Name, and the filter relations include equals, not equal to, equals to any, not equal to any, is empty and is not empty.

The filter value allows Current User. When the current user is set as the filter value, members can quickly view data related to themselves when visiting the dashboard.

2. Demonstration

a. On PC

b. On Mobile

Data Filter by Department Fields

1. Configure a filter component

Select a chart to be filtered, for example, in Basic Information of Teachers, select the Department field Teacher Department:

When department fields are selected as the filter condition, you can set Available Options when filtering:

Filter conditions of the default value of department fields include equals, not equal to, equals to any, not equal to any, is empty and is not empty.

2. Demonstration

a. On PC

You can set Dynamic when filtering department fields:

b. On Mobile