Creating a custom filter for a report pinned to the project left panel | Community
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O
OmahaOmaha
Level 4
October 16, 2024
Question

Creating a custom filter for a report pinned to the project left panel

  • October 16, 2024
  • 1 reply
  • 545 views

Hi All,

I've created a request/issues report that I need to pin to the left panel of a project. The issue/request must live separately from the project but the project needs to quickly view the updates to the issue/request.  I've built a project typeahead field in the issue/request form as a way to connect the two items.  However, in the native filtering for the form there's no way to tether the project typeahead field with the actual project name.  Is there a way to do this type of filter via text mode?

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1 reply

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
October 16, 2024

Perhaps I'm not understanding your request, but pinning a report to the left nav bar of projects requires you to put the report in a dashboard and pin the dashboard. When a dashboard is pinned to the left nav bar of projects, the info that shows in the dashboard is relative to the project it is pinned to, by default so there's no real need for a filter. See this thread.

Is this what your aiming for?

O
OmahaOmahaAuthor
Level 4
October 16, 2024

how would I get the issue to display if the only linking data point is a project typeahead field associated with the issue?

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