Creating dashboards for the current user in Explore

7 Comentários

  • Tim Grimshaw
    Ações de comentário Permalink

    Yeah!! There actually is a way to do it in the 'old' system of Good Data... called variable filters - they do pretty much exactly what you've mentioned, i.e. assignee = current user (and you can set a whole load of other fields based on other properties too). 

    Sadly there aren't variable filters in Explore yet... there's a feature request for it here though: https://support.zendesk.com/hc/en-us/community/posts/360031822473-Request-to-get-Variable-filters-working-in-Explore 

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  • Raymond Brookes
    Ações de comentário Permalink

    Thanks!

    It's interesting - the function USER_NAME() is mentioned in this article -

    https://support.zendesk.com/hc/en-us/articles/360022184834-Explore-functions-reference

    This is supposed to return the name of the current user who is logged into Explore.

    I have a simple query to count the number of open tickets.

    In the column, If I use create a calculated attribute: IF ([Assignee name]="Ray Brookes") THEN TRUE ELSE FALSE ENDIF and apply a filter to only display only true values, that works and gives the correct result.

    However if I use the calculated attribute: IF ([Assignee name]=USER_NAME()) THEN TRUE ELSE FALSE ENDIF the metric validates OK, but returns no results - all values are false.

    Maybe I am not using the function correctly - but it logically seems correct?

     

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  • Devan - Community Manager
    Ações de comentário Permalink

    Hello Raymond,

    It looks like the Community wasn't able to find an answer to your ask. I'm going to go ahead and add this to our Community Roundup so we can get a few more eyes on your question.

    Best regards.

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  • Joel Mayer
    Ações de comentário Permalink

    I am interested in where this ended up.  I couldn't find the reference to USER_NAME() that Raymond Brookes mentioned in this article - https://support.zendesk.com/hc/en-us/articles/360022184834-Explore-functions-reference.  Was it removed?

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  • Devan - Community Manager
    Ações de comentário Permalink

    Hello Joel Mayer,

    We still haven't found a solution to Raymond's original ask. But if you had a question you were facing that was similar, we would like to know more about it if you could share some details on your issue.

    Best regards. 

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  • Joel Mayer
    Ações de comentário Permalink

    It is very similar, if not exactly the same.  I'm hoping for a way for my agents to be able to track their individual stats and not have to create individual dashboards.  This approach doesn't really scale well and introduces clutter.

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  • Brett - Community Manager
    Ações de comentário Permalink

    Hey Joel,

    I did some digging around and it doesn't look like there's a current user filter that can be applied to reports/dashboards at this time. Currently, you'd have to create a dashboard/query for each agent on the account if you want them to only have access to their information.

    I was also able to track down a possible workaround submitted by one of our Community Moderators that may help: [Explore] Use current user's attribute as default filter for dashboard

    Let me know if you have any other questions!

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