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Can I filter out the selection options in a data filter in the dashboard?

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Joe Huisman

Publicado 11 de ago. de 2023

I am trying to create a dashboard for one of our customers and they want to be able to filter by requester. When I add a requester filter, it lists all possible requesters, not just requesters for their organization. Is there a way t limit that drop down filter to ONLY display users that are part of their organization? 

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    Chandra Robrock

    Most Helpful - 2021Community Moderator

    Hey Joe - I think creating a Standard Calculated Attribute would be the best way to accomplish this. Once created, you could then add a data filter for the new attribute you just created.

    The exact approach you'll want to take will be largely dependent on how you can identify that these customers are associated with your customer's organization.

    For example, if you're using Zendesk Organizations, you could build a Standard Calculated Attribute that looks similar to the below:

    IF [Requester organization name - Unsorted] = "Customer's Organization Name" THEN [Requester name] ENDIF

    However, if you aren't using Zendesk Organizations, creating an attribute based on the customer's email domain may be the route you'll want to take:

    IF RIGHTPART([Requester email],12)="@example.com" THEN [Requester name] ENDIF

    Hope that helps point you in the right direction!

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