Author: Kepion Product Team
You can manage Dashboard filters in bulk using the Filter button in the ribbon at the top of the Dashboard editor. This allows you to link filters together across different forms. For example, when you change the Brand filter in the Dashboard below, you may want all the Brand filters on the page to update. Let's look at how to configure that.
In the image above, notice that when we changed the Brand filter to Adair, the second Brand filter at the bottom of the page remained on Harper. For this example, let's say that we want all the Brand filters to change, when any single one is updated. To do so, click the Filter button in the Dashboard editor ribbon.
Now use the filter drop-down in the top-left corner to select the filter to configure. Each column of the filter grid shows the page where the filter is currently configured and the forms to which it is linked. The greyed-out boxes represent where that filter would link to itself. Use the check-boxes in the grid to link the filters together.
Tip: Filter links are one-directional, meaning you could link two filters such that Filter B updates when you change Filter A, but Filter A doesn't change when you update Filter B.
Now when we change the Brand filter at the top to Adair, the one at the bottom changes as well, and vice versa. A clever use of filter links would allow for the creation of a 'master' filter that updates all the filters on the page when it changes, but also lets you change any individual filter to something unique.
Advanced Filter Link
Using the Advanced Filter Link, dashboard filters can be configured to link between filters that do not belong from the same dimension. Filters for hierarchies of type Member-List, Parent-Child and Attribute can be linked together using this feature. In addition, filters that have member properties associated with them, such as Member-List and Parent-Child hierarchies, can link to other filters by using their properties/attributes.
To configure an Advanced Filter Link, click the settings icon on the desired Filter and open the ADVANCED LINK tab in the Filter Settings window. The first field shows a drop-down of properties that you can use to link to another filter. The default property is Caption, however you can also use MemberLabel and other dimension attributes if they are available.
The second drop-down shows the list of filters (i.e., <form>.<filter> format) that you can link with. Multiple non-related filters can be linked together using Advanced Filter Link.