Dynamic Dashboard Filtering (multiple RecordLists) from a DropDown (Not a chart)

#1

Hi! There’s a bunch of posts on filtering a RecordList from a Chart, but I can’t find anything that meets my specific need. Here’s what I’m trying to accomplish:

  • I have a Partner Dashboard set-up, which contains multiple RecordLists (Opportunities, Deliveries, etc.)
  • I’d like to add a “Partner Account” DropDown at the top of the dashboard, which upon selection would filter the RecordLists to only that specific Partner Account. I don’t want this to be a chart, as that would show all of the other Partner names, and it takes up much more space.

I can do the filtering at the RecordList level, but then I have to record the Filter Set-up multiple times, and when changing, I have to change it in multiple RecordLists.

Any guidance here is greatly appreciated!
Ken

#2

Most likely this cannot be done currently. What you could do is filter it on a record page based on the Partner account that is opened. Or filter it by a record value using ${record.values.Field}