Using the Import Filter Linked to a Status Board
It is possible to set a filter rule so that only some elements of the linked module are imported.
For example you might have a Status Board for resource requests and want to see all open resource requests in a table on your Situation Report.
đ ACCESS LEVEL: Account Owner
âšī¸ NOTE: For the below example 'open' is taken from the field value on the resource requests Status Board. If you have edited these you will need to take the value from your new field option.
To do this:
- Go to the Admin Area
- Expand Templates
- Click the orange Edit icon to open the relevant status board
- Find the 'status' field you added to your status board
- Locate the field name which will always be in lower case
- Copy the field name, in this case it is open
- Once you have the field name value access the Situation template
- Locate the table field and enter the code below in the import filter box:
- data.status==='open'
- For multiple filter results enter the code below in the import filter box:
- data.status==='open' || data.status==='closed'
- This will add only the resource requests that are open to the table
- This is how it will appear on the table field on your situation template in the admin area:
- This will add only the resource requests that are open to the table
- Once finished click Save
- Select Ok to confirm change, or select Cancel to revert the change