Apply interactive filters to all tables in a hierarchy

When you create an interactive filter on an extended table, there is an extra step necessary to apply the filter to the other tables in the hierarchy.

Before you begin

Role required: hp_publisher_admin and report_admin

About this task

When you create an interactive filter on a parent table, by default the filter applies to the extended tables. For example, an interactive filter that applies to the table [incident] automatically applies to the extended [incident_task] table. If you create an interactive filter on the extended [incident_task] table, an extra field applies the filter to the parent [incident] table and to the other tables in the hierarchy.

Procedure

  1. Navigate to Homepage Admin > Interactive Filters.
  2. Click New.
  3. In the Filter based on choice list, select the type of interactive filter to create. For more information, see Available Interactive Filter types.
  4. Set the following fields:
    Name Description
    Name Enter a name for the filter. This name appears on the dashboard widget for the filter.
    Look up name Enter a lookup name for the filter. This name appears in the Add content menu for users adding a filter to a dashboard. Use this name to help organize your filters. If you do not specify a lookup name, the Name value is used instead.
    Description Enter a description of the filter.
    UI control type Select how the available filtering options for this filter appear on the dashboard widget. See Available interactive filter UI control types.
    Note: The UI control type field is not used by Group interactive filters.
  5. Select Apply to all tables in hierarchy to apply the filter to parent, child, and sibling tables of an extended table.
  6. Follow the rest of the steps for the interactive filter you are creating.

Result

Interactive filters created on extended tables also apply to the other tables in the hierarchy.