| Suite | Professional, Enterprise, or Enterprise Plus |
| Support with | Explore Professional or Enterprise |
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。您可以添加多达五个筛选，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
Hi Stephen, yes, we plan to include them before the end of Q2.
0
Stephen
Hi,
Are there any plans to include to include live filters in the restrictions?
1
Tony
I think it should be possible to add multiple reports each one based on a specific dataset that doesn't have to be the same, on a dashboard. Check this article to know more about dashboads.
Best,
0
Gerald J
Can I add multiple datasets on the same beta dashboard and apply multiple data restrictions? Like assignee email from Support, updater email from Update history, assignee name from Backlog?
When can we expect to see here the Agent state dateset?
0
Walter Bellante
Hello @Spencer Barrett,
Thank you for your inquiry about dashboard restrictions. Currently, you can share dashboard restrictions with end-users through a link. This allows them to view a filtered version of the dashboard. However, the restrictions shared externally cannot dynamically adapt the data based on the end-user. To clarify, if you have multiple organizations, you would need to create a restriction for each one.
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.
I hope this information answers your questions. If you have any further inquiries, please don't hesitate to ask.
Regards,
Walter
0
Spencer Barrett
Walter Bellante Thank you for the additional information, customers are currently looking for a way to export a list of tickets with specific details outside of the Zendesk system. We currently have the Guide system set up where users are required to sign-in and therefore believe that having a Dashboard restriction for End-Users based on Organization may fulfill this requirement.
1. Do we have an ETA when Dashboard restrictions will be applicable to End-Users?
2. Is my understanding of how this Dashboard could be utilized correctly?
Regards,
Spencer Barrett
Tango Analytics
0
Walter Bellante
Hi Anita Rajkumar,
thanks for your interest in dashboard restrictions.
The feature is already available in the beta dashboard builder.
Regards,
Walter
0
Anita Rajkumar
Please let me know when this functionality will be fully released ETA
Regards,
Anita
0
Walter Bellante
Hi Efrat Barak Zadok, thanks for your question.
An Importer tool will be available after the GA of the new dashboard builder. This tool will allow you to quickly import reports from an existing dashboard built with the classic builder.
Besides the Importer Tool, the Dashboard Activity feature will help you in measuring what dashboards have been viewed so you can identify the ones to migrate.
You can find the full list of features here
Regards,
Walter
0
Efrat Barak Zadok
How can I move all data sets and tabs I have from my "regular" dashboard into the beta dashboard builder?
Note that I have tabs related to different datasets such as knowledge base, chat, SLA etc.
0
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