Global Filters for Cockpit

Forum|Forum|10 years ago
June 21, 2016
31 replies
412 views

There's a way to filter the Cockpit using Advanced Filters, which is great, but it would be nice to be able for Admin users to apply a global filter that would show on all other users' views (like a report).

We have a current use case where customers go through a series of linked CTAs/Tasks, but we would like to filter out customers that churn during the process. This currently isn't a capability that can be done via a global filter, and would require all users to apply the filter themselves.

Show previous replies

lauren_kennedy

Contributor ⭐️⭐️

Hi Dan - Any updates on this idea? Hearing it from a few customers. Thanks!

dan_ahrens

Expert ⭐️⭐️⭐️

I do believe it's on the roadmap but will let Nitisha comment on timing.

VP of Customer Success at Forcepoint

kyle_s

Contributor ⭐️⭐️⭐️

The ability for an admin to create global filters for all users would streamline our setup, instead of having to coach every user on creating the same filters would be great.

christine_vincent

Contributor ⭐️⭐️

Same...huge pain point for us!

sai_ram

Expert ⭐️⭐️

@All, Thanks for bringing this up!

Couple of questions,
Do you want the end users to be able to edit/modify/delete the views created by the Admin.
Do you want the admin created views to be visibility to everyone or particular group.

heather_landgraf

Contributor ⭐️⭐️⭐️⭐️⭐️

1. edit their own view - so I would set up a custom view that would show up in their drop down list, but then they could edit that list that would only affect them. If that cannot happen (ie edits affect all) then no edit, the could modify and do a save as.
2. I don't see a problem for all