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Customer experience | Sales, Customer Insights,...
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Linked Entity Global Filter in Interactive Dashboard

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Hello Community,


I am working on one Interactive Dashboard POC that would allow to filter by Different Entities related to current entity using Global Filter.

Example:

We have Task entity, and it have regarding field. This regarding can be Lead.

Now I have one Interactive Dashboard for Task entity. 

Now I want to use global filter, which should allow the Task related Lead's Contact field value.

Is this feasible to filter by Linked Entity fields?


Any thoughts & solution are welcome :)

globalfilter1.PNG

Globalfilter2.PNG

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