| Suite | Professional, Enterprise, or Enterprise Plus |
| Support with | Explore Professional or Enterprise |
注意：本文章介绍了仅在 Explore 面板生成器 Beta 版中可用的功能。
创建面板时，您可能希望某些用户只看到部分而非全部数据。您可以为每个用户单独创建已筛选面板，但使用面板限制更容易实现此目标。
例如，您可以创建一个面板来监测专员的工作效率，然后使用面板限制条件确保每个专员在打开面板时只能看到自己的指标。
本文章包含以下主题：
创建面板限制
要确定面板查看者可以看到的内容，第一步是创建面板限制。面板限制是一组规则，用于确定允许用户查看哪些数据（按数据集、属性和属性值细分）。
在 Professional 服务模式中，客户最多可创建 10 个面板限制。在 Enterprise 服务模式中，客户最多可创建 100 个。
提示：您也可以通过面板共享窗口创建面板限制。请参阅与用户共享受限面板。
创建面板限制
- 打开现有的面板（必须使用 Beta 面板生成器创建）进行编辑，或使用 Beta 面板生成器创建新面板。提示：您可以使用 Support 专员工作效率模板快速创建面板，其中将显示过去 7 天专员工作效率的整体情况。
- 单击共享按钮旁的箭头，然后选择管理数据限制。
- 单击创建限制。
- 在出现的窗口中，填写以下字段：
- 如果需要，单击添加筛选，然后选择另一组数据集、筛选和值。您可根据需要添加任意数量的筛选，将面板限制在所需的级别。
您可随时单击相应数据集/筛选/值下方的移除筛选以移除筛选。
- 完成后，单击创建面板限制。面板限制窗口随即显示，其中显示刚创建的限制，以及对面板的任何其他限制。
- 单击完成。
创建面板限制只是控制面板查看者可见内容的第一步，要使面板限制有效，还需要将其共享给相应用户。
与用户共享受限面板
创建面板限制后，您需要将其共享给用户。与用户共享面板限制将邀请他们查看面板的受限版本，这意味着他们将只能看到您在上述创建的面板限制中定义的数据。
与用户共享受限面板
- 打开现有的面板（必须使用 Beta 面板生成器创建）进行编辑，或使用 Beta 面板生成器创建新面板。
- 单击共享。随即将出现邀请人员窗口。
- 在添加团队成员或组字段中，选择要共享面板的用户。通过输入来搜索特定的用户。
- 在访问字段中，选择面板限制，该选项定义了选定用户可见的数据。如果您不想对选定用户应用任何面板限制，请选择所有数据。有访问权限的人员窗格显示当前哪些用户可以看到面板。
提示：如果现有的面板限制都无法满足您的需求，可以单击创建面板限制，从此下拉菜单中创建新限制。 - （可选）如果您不想发送电邮通知给受邀查看面板的用户，请取消勾选发送电邮通知复选框。如果您不发送电邮，用户仍可以在报告库中或通过面板的 URL 找到面板。
- 单击邀请人员。
查看有限制的面板
用户打开使用 Beta 面板生成器创建的面板后，可以在顶部找到面板名称和当前应用的面板限制。
有权访问多个面板限制的用户（例如管理员）可以在不同限制之间切换，以更改面板中显示的数据。只能访问一个限制的用户不能更改选择。
查看有限制的面板
- 打开使用 Beta 面板生成器创建的面板。
- 如果您有访问权限，可选择面板名称旁边的下拉菜单，以在不同面板限制之间切换。
动态属性列表
您可以使用任意历史数据集或属性创建面板限制。但是，只有下表所列属性会根据查看数动态更改面板的数据。
您无法为实时数据创建面板限制。
| 数据集 | 相应属性 |
|---|---|
| Support - 工单 |
|
| Support - 更新历史记录 |
|
| Support - SLA |
|
| Support - 待办工单历史记录 |
|
| Talk - 通话 |
|
| Chat - 互动 |
|
| Chat - 消息传送工单 |
|
69 条评论
Walter Bellante
Dear Customers,
I want to express our gratitude for the insightful feedback you have all contributed here regarding our new dashboard builder. Your input is invaluable in helping us enhance the product to better meet your needs.
To streamline this process and ensure we can respond to your questions promptly and effectively, we will be closing this post for new comments. Moving forward, we encourage you to share your feedback and observations in our proactive post. This will help us consolidate your insights into actionable items that improve our offerings.
Additionally, if you are experiencing any issues while migrating your dashboards, we recommend creating a support ticket. Our team is committed to providing you with the assistance you need.
Thank you for your understanding and for being an essential part of the Zendesk community.
Regards,
Walter
0
David Froemke
Where does one go to level up their reporting game. Are there any places this group of concerned reporting masters would start?
0
D.Fitz
- Excluding Reports from Restrictions: We suggest using filtered views to ensure that reports can be excluded from filters as needed while setting a customized view of the dashboard.
I'm not sure how many times I've shared this feedback but Filtered Views are NOT a viable replacement for the current filter functionality. It's now no longer possible to have two reports filtered by two different attributes (e.g. Update Ticket Assignee and Updater) on the same dashboard.
I've shared this shortcoming with tens of people over the past year and not a single person has come up with a viable solution.
0
Tobias Hermanns
Live Data on Dashboard Restrictions: At this stage, we do not plan to include this feature in our roadmap. We recommend utilizing filtered views to manage live data accordingly.
This is not good….
We want to display for example the “Talk Waiting Queue” or “Agent Status” to different teams, so they can align better each other who take break at which time, or can start meeting when seeing other team agent state or workload in Talk Queue.
Currently they need manually pick their “Talk Group” and even a Bookmark Filter for all 20 Talk Group / Teams is too much and not “auto select” once we move Dashboard from “All” to “Team”, so multiple clicks required.
0
Elaine Foster-Jones
1263082374729
Global filters does not seem to be an available feature currently. Is there a timeline for release of this feature?
Additionally, would it be possible to have some sort of roundtable or focus group with Zendesk Explore product managers to discuss the necessity of either a) excluding reports from restrictions or b) hiding filters from viewers to prevent changes? Multiple people in the comments on this article have outlined their reasoning for needing one of those options, and telling us to use filtered views when we've already outlined why that doesn't work for our use cases is dismissive of our needs as Zendesk customers. It does not seem like Zendesk is fully understanding the need for one or both of these restriction exclusion or hidden filter features, so a live discussion may prove more productive for everyone.
1
Walter Bellante
Dear customers,
I would like to address some of the questions you asked:
- Applying Filtered Views to Multiple Tabs: By using global filters, filtered views can be applied across multiple tabs. This means you only need to set it up once for it to be reflected in the overall dashboard.
- Scheduling Dashboard Restrictions: We plan to introduce this feature before the retirement of the classic builder. It will allow users to obtain a snapshot of the dashboards (including image-based formats) as if the specific viewer had opened the dashboard.
- Live Data on Dashboard Restrictions: At this stage, we do not plan to include this feature in our roadmap. We recommend utilizing filtered views to manage live data accordingly.
- Excluding Reports from Restrictions: We suggest using filtered views to ensure that reports can be excluded from filters as needed while setting a customized view of the dashboard.
Regards,
Walter
-2
Tobias Hermanns
Jul 18, 2023
Comment actions
Hi Tobias Hermanns,
while we plan to introduce it, live data is not currently available in dashboard restrictions.
Regards,
Walter
Any news here?
0
David Froemke
I'm still stunned that I can't send a Dashboard with various reports and cuts of the data to a single user filtered by that user. I want to build a dashboard with the various metrics we use to measure performance etc. And I want to send that data to them daily. We have too many agents to develop a custom report set for each of them.
1
Laura Galvis
Hi!
How is scheduling work for personalized reports? Will their personalized numbers “based on viewer” be sent as a pdf or image? or people in the list of schedules will receive “all access” numbers?
Thanks
0
D.Fitz
1263082374729 without the ability to exclude reports from individual data restrictions, it's not possible for numerous reports to exist together. For instance, if we have CSAT (filtered by Update Ticket Assignee) and Tickets Solved (Filtered by Updater) on the same dashboard, the restrictions will apply to both and distort both reports.
I've raised this with the support team who have admitted that this is an enormous oversight but that there's nothing to be done apart from posting on these forums.
For us, this is an absolute dealbreaker and a huge step backwards in terms of usability.
0
帖子评论已关闭。