Shared Search Criteria

DeveloperCYT

Hi, 

I have a module that displays our full Masterdata list, with 3000+ products. I have a search module with some of the fields (12) from the Masterdata module. Allowing the user to narrow the list down to relevant fields by using a boolean formula and filter to display just the items they need.

It works exactly as expected. However, when we have multiple users entering search criteria on their dashboards, they each keep resetting each others searches.... which is a pain in the proverbial.

I have considered duplicating the search criteria module fields all feeding the Masterdata module booleans, and then having duplicate dashboards, but this seems overkill to me...... any suggestions, please?

nathan_rudman

Hi,

There was an Anaplan update more than a year ago which made the user list available as a dimension.

see here 

This means you can build what we call a "user filter".

You can add that user dimension to your search module, allowing every user to enter their own data.

Then you need to also apply that user dimension to your Filter line item in your master data module.

Finally, you can just reapply the filter in the module/dashboard: you'll see the filter setting itself on "Current User"

 

And tadam ! every user is now independent in their filtering !