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Add custom filtering to the Dashboard views

Posted on by 80

Hi,

Is it possible to add the custom filtering to the dashboard views? 

I have read some posts that mentions that custom filtering is possible in the subgrids by  adding xml in the retrieve multiple plugin but not sure if it is possible to do it in Dashboard views.

Please advise is there any approaches to make custom filter possible in the dashboards?

Thanks!

  • JeevanJ Profile Picture
    JeevanJ 80 on at
    RE: Add custom filtering to the Dashboard views

    Hi Leah,

    I am looking something similar as below for the custom filters but this seems to be possible when there is a subgrid placed at the form level and not  on the dashboard. Please advise if there is any way to achieve using the custom options

    sank8sinha.wordpress.com/.../

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add custom filtering to the Dashboard views

    Hi JeevanJ,

    In general, when adding sub-grid views to a dashboard in the Unified Interface, it appears the 'Filter By' option is greyed out for columns.

    8867.pastedimage1626660667086v4.png

    One way is that clicking see all records, then we can filter by the column.

     8032.pastedimage1626660577315v1.png

    8206.pastedimage1626660636833v3.png

    Or you can enable ‘filter by’ of the sub-grid when it exists in dashboard if you add editable grid controls.

    Clicking 'edit components' to add editable grid controls, just like following screenshot.

    8372.pastedimage1626661374027v6.png

    Result:

    0447.pastedimage1626661495968v7.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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