I have a module with 6 views saved, and have published one to a dashboard, however I would like the dashboard to show any of the views, but only one at a time, chosen by the user, if this is possible?
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I believe the answer is no. If we could switch to different views in a dashboard, there would be a View > Open (or other view related command)... but these options aren't present once the module is published to the dashboard.
If appropriate, you can permit users to open the module... wherein they'd be able to open the different views.
Another option is to publish all 6 views to separate dashboards
If the views are just filters or hiding/showing different line items, then you could utilize the users list to create a user-defined filter based on a selector (and have the 6 different names appear in that selector). That would really be one view behind the scenes, but may get you close to what you need. What all is different between your different views?
Thanks, it is just different line items (columns) appearing for each view, not sure how i create a user defined filter, so will go and try.. any pointers greatfully accepted :)
updated: I have looked at users lists, but cannot see what you mean, can you give me some help, thanks.
Actually, I was thinking about it a bit more, and I think you do not need a user filter for this. I think it may be a little simpler than that.
Based on what I understand, here's what you need to do:
Just to add to @bdeaton: I've used LIS to filter based on Org/Dept or User in the past and it only works if the line items are formatted as numbers (because non-number formats cannot be checked). Otherwise this works well. For example, at one client we have an Operating Expense (OPEX) input dashboard, and, depending on which department is chosen, we hide/show input rows so that users only see the rows they need to see. This scales terrifically because most or all departments can use the same input dashboard (but still have a tailored experience).
Also, If the User filter is a subsidiary view, and the data input dimensions are the same as the module (i.e. data inputs are not a subsidiary view), then the filtering will work in a way that continues to permit editing.. Its only if the user input line items are a subsidiary view that they become read-only. User-level filters open up some great flexibility!
Thank you, i have done
The problem comes here, i have tried all sorts of filtering and none show my data...."Filter based on the "filter" line item in the module created in step 3."
I have added some snaps of the LIS, Module and the filter screen i am gettign which isnt working, thank for your help on this, its been bugging me for a long time.
Does the filter option appear when you try to apply it to the line items instead of module view selector (in your second screenshot)?
Indeed it does Must have been getting late.
Shame you cant use LISS on text fields though, as it wpuld be useful to have some details.
Sorry, a bit late to this thread, been on holiday
One thought, that might work here is to create a separate dashboard for each view. You can then navigate to each based on the selection of a list. It was a feature that was kind of superceded by the contents page, but it's still there
You need to use properties of a list, and when you set up the navigate button, you can specify which dashboard to go to.
Let me know if this is an option and I'll dig out more details