Choose Filters that a Bookmark Affects

Answered

3 Comments

  • Official comment
    Taylor Bowser
    Zendesk Customer Care

    Hi @...

    Thanks for reaching out! Unfortunately, bookmarks are not designed to work this way currently. I've addressed each of the scenarios below and how the values would need to be select instead. 

    Default state: There are filters for the following attributes: A=1, B=2, C=3, D=4. This is bookmark Alpha. There is also a bookmark, bookmark Beta, for A=5, B=6, which does not affect filters C and D.

    The user changes filter C to C=7, because they are curious what the data looks like there. Now they want to use bookmark Beta to see what that data looks like with A=5, B=6, but still C=7. They click bookmark Beta, which gives them this information, because this bookmark only affects filters A and B.

    The expected behavior here is that when the Beta bookmark is selected, filter C will reset to no values as this was not filtered when the Beta bookmark was created. Instead, the user would need to select the Beta bookmark and then change filter C to C=7. 

    The user clicks bookmark Alpha to reset the information to the default filters (A=1, B=2, C=3, D=4).

    The user changes filter C to C=8, then clicks bookmark Beta. This results in A=5, B=6, C=8, D=4, because bookmark Beta does not affect filter C.

    Again, the user would need to first select the Beta bookmark and then change the C filter to C=8. 

    I recommend posting in our Explore Product Feedback Community for visibility to be considered for future developments. 

    Best, 

  • Rahul Pawar

    Hello @Taylor Bowser,

    Thank you for sharing valuable piece of information!

    Would it be possible to append a bookmark to an existing filter selection?

    Regards,

    Rahul Pawar

    0
  • Dane
    Zendesk Engineering
    Hi Rahul,
     
    You can use Create bookmark from current state. For more information please refer to Working with dashboard bookmarks.

     

    0

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