|
SCREEN /
FUNCTIONALITY
|
DETAIL
|
RULE
|
|---|---|---|
|
Filter Prevalence
|
1 – Filters per user; ex: user A can only see goal attainment results of his own
2 – Global Filters; ex: in the cockpit, when you apply this filter, it applies the filter to all the cockpit tabs, except if the object does not have that member. ex: salesperson.
3 – Restrict Members: Displays only the configured members;
4 – Object Filters; e.g. apply the specific filter among those available for the object;
5 – Dashboard filter; it only works if it doesn’t have the others.
|
|
|
Manage Environment
|
Settings
|
By selecting the position of the filters in the manage environment, the option becomes the project default when creating new objects, but will not change existing objects.
|
|
Manage Environment
|
Data and Integrations – User Filters
|
When you configure a user filter, the user can only see the member that was selected for him
|
|
Dashboard
Cockpit
Publisher
|
Filter Type
|
Regular: Must be applied when selecting;
Time: Should be applied when selecting.
|
|
Dashboard
Cockpit
Publisher
|
Selection Type
|
Regular – Range: Allows the selection of a range of members;
Regular – Single: Allows the selection of only one member;
Regular – Multiple: Allows the selection of multiple members;
Time: Allows the selection of periods and dates.
|
|
Dashboard
Cockpit
Publisher
|
Fixed Filter
|
Viewer users cannot change the members of a Fixed filter, only Admin and Expert users and Explorer.
|
|
Dashboard
Cockpit
Publisher
|
Mandatory filter
|
Forces the user to apply the required filter in order for the objects to be displayed.
|
|
Cockpits
|
Mobile
|
It only allows the application of existing filters in the Cockpit.
|
|
Dashboard
Cockpit
Publisher
|
Filter Members
|
Display all members: System should display all existing members in the filter; Disable members without data: System should not allow the selection of members without data (blocks clicking on the member); Do not display members without data: System should not display members that do not contain data.
|
|
Dashboard
Cockpit
Publisher
|
Restrict Members
|
Show only selected members: System should show only the members that the user has selected and apply the members when saving; Hide only selected members: System should hide only the selected members and apply the members when saving.
|
|
Manage Environment – Data
|
User filter
|
System must allow the user to view only the members selected in the user filter
|
|
Publisher
|
Private
|
System should prompt you to login and display the Cockpit/Dashboard filters
|
|
Publisher
|
Public
|
System should not display filters
|
|
Dashboard
Cockpit
Publisher
|
Default
|
When saving a filter as Default, whenever the object is opened, it should be displayed with the Default filter
|
|
Analysis
|
Dynamic Period
|
System should apply the time period selected in the Analysis
|
|
Filters on objects
|
Regular/Time
|
System should apply only the selected filter to the object
|
|
Move Filter
|
Regular/Time
|
System should move the filters according to the position you select
|
|
Standard filter
|
Click on the diskette that appears in the filter bar, upper right corner of a dash
|
When accessing an object, the filter must be selected by default
|
ADA.AI