Creating dashboards with current user variable - URGENT REQUEST

3 Comentarios

  • Comentario oficial
    Walter Bellante
    Zendesk Product Manager

    Hello Abhishek and Dave,
    thanks for your feedback.

    We are aware that sharing a dashboard with different audiences (e.g. agents, organisations, groups, etc) currently requires to create multiple dashboards.

    We are actively working on how to dynamically adapt the content of a dashboard to a viewer so that you can build and maintain a single dashboard. We plan to ship it in 2021, I'll keep you posted on the progress.

    While you wait for a better solution, you can clone the dashboard and set up default values for filters with Bookmarks.
    You can learn more in the "Save default filter values via bookmarks" section of this article.

    Thanks for your patience.

    Walter

  • Dave Fear

    The same concept could be used across multiple areas for Explore.

    In this case, have the ability to add to the WHERE clause in every single dashboard call, automatically.
    WHERE e.g. assignee = {current user}. Just tag it on the end.

     

    Please also look to expand this to customer-facing dashboards [in the Help Center], and report schedules. But the WHERE clause would be e.g. WHERE organisation = {current user's organisation}.

    0
  • Abhishek Chandranaik

    Zendesk Explore team. This is a serious and urgent request. Please prioritize this soon. It helps a lot of organizations to build dashboards for their agents in a generalized manner and the agents can see their reports without us sending an email to every individual in the organization.

    0

Iniciar sesión para dejar un comentario.

Tecnología de Zendesk