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Martin Smith

Joined Nov 19, 2024

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Last activity Feb 17, 2025

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Latest activity by Martin Smith

Martin Smith commented,

CommentCreating dashboards

Hi Walter

Thanks for your reply. I'm afraid this feature doesn't really help our situation. 

We have reports where we have multiple time filters (start, end dates for example) and open cases would not have an end date. Without the ability for a USER to disable a specific filter (previously achieved by selecting 'all history'), we have data that cannot be rendered in a report as it has no date.  This was previously made possible by the ‘all history’ option, effectively rendering the date filter as disabled.

Without such, all our reporting would have to be duplicated (one with filters enabled, one with filters disabled) which would make maintenance much harder and laborious and user experience more complex. 

Is there any official backlog for such feature requests please? This is really going to cause problems come the mandated switch over, which really should as a minimum provide feature parity.

Thanks!

View comment · Edited Jan 06, 2025 · Martin Smith

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Martin Smith commented,

CommentCreating dashboards

Hi. Is there any update on date filters and the ability to selectively turn off, or filter all history? The removal of 'all history' has been a serious breaking change to our dashboards. Whilst I get this from a performance perspective, this renders dashboards incorrect where a date field is optional as it's impossible to get them to report. Ideally the ability to make a date filter inactive would resolve this, or the all history option being restore.

View comment · Posted Jan 02, 2025 · Martin Smith

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Martin Smith commented,

CommentCreating dashboards

Hi Walter

Unfortunately this isn't the case. Neither ‘custom’ or ‘rolling’ ranges allow for return of data items where the data is empty, whereas ‘All History’ was effectively removing any filtering allowing any dates in addition to empty/null entries.

We really need an option to make such date/time filters inactive on the dashboards, if null values can't be returned, as this prevents any reporting on custom date & time fields where they are optional

Does that help explain the issue further? I feel the ability to disable filters from a user perspective would resolve this. 

Many thanks!

Martin

View comment · Edited Nov 19, 2024 · Martin Smith

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Martin Smith commented,

CommentCreating dashboards

Hi there. It seems that the new dashboards have a limitation on time/date filters compared to the older method.

In the old dashboards, a date based filter with ‘all history’ selected would allow returns of data where a date field is null. There appears to be no similar option in the new dashboard filters, therefore it's not possible to filter on data with an optional time or date type reliably.

Anything without that data item is filtered out by the sheer existence of the time/date filter. This is a massive limitation in my view.

Can you please confirm if there is something I'm missing or a workaround on this? I'm not able to migrate without resolving this. Thanks!

View comment · Edited Nov 19, 2024 · Martin Smith

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