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Customer Service forum

Related Entities Stream in Interactive Dashboard

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Hi,

Is it possible to apply filters to related entities in a Stream view in Interactive Dashboard? For example, my main Entity is Case and I have a stream view of all Open Tasks. If I filter on cases opened this month, then I want the Open Task view to update and display only tasks that are regarding to this month's cases (not all Open tasks). At the moment, the list of tasks are static and not affected by the filters.

Thanks.

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  • LuHao Profile Picture
    40,892 on at

    Hi Yen,

    Could you provide some screenshots?

    This will help us understand your problem.

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