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Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Dashboard list source filter

Posted on by 340

Hello,

so I have a dashboard list, how can I find out the source of where that list come from and what kind of filter it apply to the source list ? Please advise !

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dashboard list source filter

    Hi partner,

    Since you said that the view is under the system job and is not a defult system view, you could go to Advanced Find and select this view to check the filters.

    1.Open Advanced Find.

    pastedimage1570500109133v1.png

    2.Select System Job as main entity and select the view you want to know. Then the filter conditions will show in the window.

    pastedimage1570500168102v2.png

    Hope it helps.

    Best Regards,

    Leo

  • Johnseito Profile Picture
    Johnseito 340 on at
    RE: Dashboard list source filter

    Actually this one is on my view, under system jobs. It’s not a system one. How can we see what filter are apply in this one in my view bc filters are used to create the view.

    Please advise !

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dashboard list source filter

    Hi partner,

    You could find it in Settings->Customizations->Custom the Syste, please follow the steps.

    1.Open Advanced Settings.

    pastedimage1570417245296v1.png

    2.Find the dashboard in the compoments list.

    pastedimage1570417352683v2.png

    3.Find the dashboard you want to edit and open it.

    pastedimage1570417430371v3.png

    You could edit the data resource or chat/list here.

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-dashboards

    Hope it helps.

    Best Regards,

    Leo

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