Best practices for using dashboard filters

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16 Comments

  • Virginia Goggins
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    I want to set up dashboard filters that only show active groups and ticket forms.  I looked at creating a group or set, but they both require that I maintain them manually.  Is there a way to create a dashboard filter (or group or set) that automatically checks the status of the group or ticket form and on;y shows ones that haven't been deleted?

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  • Kyle Jones
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    Hey there Virginia,

    I'll admit I'm a bit confused by what you mean. So, I'd like to pull this into a ticket so I can grab some additional information from you, please keep an eye out for this email!

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  • Sam Johnson
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    I want to change one of the default filters on the 'Backlog' tab of the default Support report from 'Ticket Brand' to 'Ticket Form', as we don't use multiple brands. However when I clone the default report, go the Backlog tab, and change the filter, now the filter doesn't apply to any of the queries below it. Is there a way to link the filter to the queries, or am I missing something else?

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  • Brett - Community Manager
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    Hey Sam,

    It sounds like your filter isn't applying to the correct dataset. For example, by default the ticket brand filter is linked to the backlog dataset. Any chance you could provide a screenshot of your filter settings so we can take a look?

    Thanks!

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  • Liene Vērzemnieks
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    I'm trying to save a new Bookmark, but when the window pops up, I've got no option to name or pin it. They're saved with a default name of "New bookmark," which I then can't change.

    What should I try next?

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  • Eugene Orman
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    Liene Vērzemnieks, bookmark menu is a bit challenging on the smaller screens. Scroll down in the bookmark menu and you'll see the bookmarks you created.

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  • Liene Vērzemnieks
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    Eugene Orman That's what I thought! But there is no scroll on either the left or the right windows in my screenshot above. (I'm viewing this on a standard 13 inch MacBook Pro.)

    If I click "Create bookmark from current state," it immediately creates a bookmark. I can't name or pin them. It looks like I need to pin them if I want to use them as a default state.

    Should there be a way for me to pin or name my bookmarks? If so, how can I do that?

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  • Eugene Orman
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    Liene Vērzemnieks, I am checking with our Dev team if there is a simple way to improve this behaviour, but for now, you should be able to scroll up and down in the menu via the trackpad. I also use MacBook and it works for me - https://support.apple.com/en-us/HT204895 

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  • Liene Vērzemnieks
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    Eugene Orman I am fairly sure that my trackpad is behaving as expected; I can scroll the entire page, just not to where there are supposed to be more options, as shown in the last gif in this article. If I try to scroll in the dark "Bookmark" menu, the entire page moves a bit, but there are no other options to display. I don't have an option to name or pin a bookmark, rendering them much less useful, which is a bummer. (I've got a screen recording, but it doesn't look like I can upload that here.)

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  • Eugene Orman
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    Liene Vērzemnieks, that's strange maybe the issue can be reproduced only in a specific browser. I have created a ticket for you so we could investigate the issue.

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  • Paul-Sebastian Manole
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    On 15" MBP, you need to zoom browser to 90% to see the bookmark edit input box and pin button, because Zendesk UI si so clunky or has too many overflowing and hidden div.

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  • Liene Vērzemnieks
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    Oh wow, right you are Paul-Sebastian Manole! It pops out of nowhere at 90% for me. I never imagined that could be the solution; I've never seen something behave like that before. Thank you!

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  • Irene Yung
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    Hi Eugene Orman, is it possible to place the bookmark function to all users? I mean, let users to bookmark their default filters, instead of the admin does for them.

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  • Eugene Orman
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    Irene Yung, enabling bookmark for the viewers is not currently on the roadmap, but it is a very good idea. Please add a new post about this in our community - https://support.zendesk.com/hc/en-us/community/topics/360001200913-Explore-Product-Feedback-and-Discussion I am sure it will be a popular feature request.  

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  • Maris Krumins
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    Hello, 

    In-directly related question. How can also we insert such video in our Zendesk Guide as is used here to show steps for setting up Bookmarks? 

    In there an article on this functionality?

     

    Maris 

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  • Devan
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    Hello Maris Krumins,

    When it comes to inserting video files into Guide, I would recommend taking a look at the article I linked below. It goes into detail on how to insert videos into articles which you should find helpful.

    Inserting videos in articles

    Best regards.

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