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Status Future consideration
Categories Ideas portal
Created by Martin W
Created on Sep 20, 2024

Using filters dynamically based on logged on user attributes (in reports)

What is the challenge?

A user may belong to an organisation that has particular attributes assigned using custom fields. It would be useful if filters on reports (thing a portal) could be preset based on these attributes

What is the impact?

When using Ideas Advanced, the portal report display shows all ideas and not those that are appropriate to a particular user (of the portal). This leads to poor usability and a resistance to adoption of the functionality by external customers

Describe your idea

To be able to use the Organisation (or user) custom field values to drive a preset filter selection value as a default. Not sure whether this would be best suited to an automation rule or in the definition of the filter on a report

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