Limit filters to a single clause
This article applies to the following Customer Insights roles: Developer
By default, users can add additional clauses to a Dashboard filter as well as change the operator used by the filter. For example, suppose you have a filter that, by default, limits returned data to a specific year:
However, by clicking the Add Clause button (+), a user can add an additional clause to the filter:
Likewise, the user can change the filter operator:
If you don’t want users making these kinds of changes you need to complete the following procedure:
In the Add/Edit Dashboard Filters dialog box, click Customize Filter.
On the Customize Filters tab, set Allow multiple filter values to Off:
So what happens after you save the filter? Two things happen. First, the + button disappears from the filter:
Now the user is prevented from adding additional filter clauses.
Second, the user’s ability to change filter operators is also greatly restricted:
Depending on the datatype of the filter field, the only operators allowed are is on the day (for datetime fields), is equal to (for all non-datetime fields), and matches a user attribute.
Updated over 1 year ago