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基于查看者动态调整面板数据

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Erin O'Callaghan

Zendesk Documentation Team

已于 2025年7月07日 编辑

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69 条评论

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      Efrat Barak Zadok

      I am trying to create dashboard restriction but I see that the dataset for Knowledge Capture is not showing in the drop down options. 

      In my use case - I have one tab in the agent dashboard related to all the Knowledge Article he wrote/added - and I need to be able to restrict according to Article Author Name

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      Sam

      I second this! Would be great for there to be a checkbox in the filter configuration to “Apply this filter to all Dashboard tabs”

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      Efrat Barak Zadok

      Is there a way to duplicate filtered view to different tabs? Instead of manually creating them again and again for every tab?

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      Efrat Barak Zadok

      1263082374729 Can you please let me know how I can use in the dashboard restrictions sets I created as a calculated attributes?

      For example I created a set which is based on assignee name. 
      But when I select the assignee name in the Filter option - I cannot find the set I created in the drop down values options.
      I also cannot find my set in the filter option.

      I would appreciate your guidance here

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      Walter Bellante

      Hi 6110941897754 ,  
      Thank you for your interest in dashboard restrictions.  

       

      You can utilize calculated attributes within dashboard restrictions.  
       

      Regards,  
      Walter

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      Efrat Barak Zadok

      Hi 1263082374729 Thanks for your answer.

      Our different teams all have the same group - I have distinguish them via a set I created in the calculation →attributes option. 

      How can I do the same in the new dashboard?


       

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      David Froemke

      I would like to schedule the delivery of a dashboard to our agents. The report was built with all agent data in there.  It's a simple list of open/backlog tickets.  How can I schedule that delivery to agents based on their OWN data and not everyone else's.   

      UPDATE 1/7/2025:  

      It is my understanding that there is no way of doing this currently in the new Dashboard Builder.  How can I schedule the sending of a dashboard that includes a report where the data is filtered based on the login info of the viewer?

       

       

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      James Peterson - Eastern Logic

      Hi 1263082374729,

      I just wanted to follow up on your comment from last year regarding the following capability.  Has there been any update that you could share with us?  It is a much anticipated feature for several of our clients.

      While we plan to introduce the ability to dynamically filter data based on the end-user in the future, we do not have an ETA yet. Once this feature is available, you will be able to use a single link to be hosted on Guide showcasing the filtered dashboard based on the organization to which the end-user is linked.

      Jimmy Long ~

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      Walter Bellante

      Hi 6110941897754 ,
      thanks for your interest in dashboard restrictions.

      Assuming your team leads are assigned to their corresponding group, you can create a dashboard restriction on “Ticket group” and select “Based on viewer” as a value.

      When they open the dashboard restriction, they will be able to see just the data that is related to their group.

      Regards,
      Walter

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      Efrat Barak Zadok

      I have 3 team leads and I would like each one to see data of his own team members - how should I define it in the restrictions?
      They are not the assignee in the tickets.

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