User Guide: Add-In - Page Filter Widget

Add-Ins Overview

The Cireson Service Manager Portal Add-In feature is a location for pre-packaged solutions. Simply toggle a solution on, and it is active. Toggle any solution off if you no longer wish to use it. This approach allows for a streamlined, no-code approach to extensibility in the Cireson Service Manager Portal.

Note: For information about the Service Manager Portal Add-In feature and installation process, view the overview article here.

Page Filter Widget Download Link

The latest version 1.0.1 of this Add-In can be downloaded here.

Note: This version of the Add-In is built and tested against version 11.2.0 of the Cireson Portal. It is recommended you are using that version or higher with this Add-In

Page Filter Widget Summary

The Page Filter Widget Add-In provides a way to quickly change the token value across all chart or grid widgets on a dashboard page. By selecting a new token value with the Page Filter Widget, all the other widgets will update to reflect the new selected token value.

To make use of the page filter value, the other widgets on the page must be based on a SQL or Odata query with a token. Read more about adding query tokens here.

There are 5 types of value that can be passed to the token:

• String - This will render a single text input to assign the token value
• Enum - This will render a drop down with the list values for the configured Enum. This can be configured to use the Enum Id or the DisplayName of the Enum as the token value.
• Number - This will render a single numeric input to assign the token value
• Date - This will render a single date picker control to assign the token value
• Date Between - This will render two date picker controls to assign two token values. Note the underlying queries will need to make use of the two values.

This Add-In doesn't have any global settings

Testing and Validation

1. If experiencing issues, refer to KB Article 2568 here for overall Add-Ins troubleshooting steps
2. Run through the Add-In’s functionality with default settings.
   1. Verify the following:
      1. In the developer console (open up a browser > dev tools > console), you see that the Page Filter Widget Add-In is loaded
3. As you change settings, go through the above again with browser console open
   1. Verify no error messages
   2. Verify your changed settings behave as expected

Examples

Page Filter Widget configured to filter for Support Group

The above will allow to you filter all charts and other widgets on the page by support group as long as you have a {{supportgroup}} token in your queries

Note: This widget will pass the Support Group DisplayName into your parameter. If your query is built to accept the Enum ID, then change the last setting.

This means you can reused the exact same charts and present different data. Here's the data for the Application team.

And here the same charts now showing data for the Desktop team.

Versions