Define filters for self-service portlet data sources

Self-service portlet data source created from dashboard data sources use the same filter fields defined in the relevant dashboard data source. You can modify the settings for filter fields and configure their visibility for use in self-service portlets.

Modify filter settings

Modify the settings for a filter, including label, the default value, whether the filter is hidden, read-only, or required, and to whom the filter is hidden, read-only, or required.

To modify the filter label:

In the Custom Filter Labels area, locate each filter field, and enter a label in the Custom Filter Label field. The label will appear on the self-service portlet Edit Preferences page.

To modify filter settings:

  1. In the Filters Settings area, click Add Filter Settings to select a filter field that you want to modify the settings.

  2. For each of the filter, configure the following for the filter field:

    Setting Description
    Default Value Specify the default value for the filter.
    Autofill from Context

    Applicable to fields whose values are entities, users, or resources, such as the Program_ID and User_ID fields.

    If selected, the filter field is automatically filled with the current entity or logged in user.

    Hidden If you do not want to use the filter field on the Edit Preferences page, select the checkbox.
    Read Only If you want to make the filter field read only on the Edit Preferences page, select the checkbox.
    Required If you want to make the filter field required on the Edit Preferences page, select the checkbox.

    Users

    Security

    Org. Unit

    Specify to whom the filter settings are applied: one or more users, user from specified groups, or of specified org units.

    If no users or groups are specified, the filter settings apply to all the users.

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Configure filter visibility

Configure which filter fields are shown or hidden, and to whom they are shown or hidden.

To configure filter visibility:

  1. In the Filter Mode area, select a display mode:

    • Show All. Shows all the filters to all the users.

    • Show All Except. Shows all filters except the specified filters.

    • Hide All Except. Hides all filters except the specified filters.

  2. If the display mode is Show All Except, specify which filters are shown and to whom they are shown.

    For each filter you want to show, do the following:

    1. Click Add Filter to select a filter you want to show.
    2. In the Users, Security Groups, or Org. Units field, specify one or more users or user groups to which the filter is shown.

  3. If the display mode is Hide All Except, specify which filters are hidden and from whom they are hidden.

    For each filter you want to hide, do the following:

    1. Click Add Filter to select a filter you want to hide.
    2. In the Users, Security Groups, or Org. Units field, specify one or more users or user groups from which the filter is hidden.

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See also: