Global sites filters – Add associate to all dashboard click-throughs
Global sites filter has had a complete revamp, a summary of the changes made:
1. Filtering by a higher filter will reduce the results in the other filters
2. If user is higher and lower associate type, they will be able to select their own user for filtering
3. Filtering has been applied to all Dashboard dials, click-throughs and all navigation sections
When filtering by a higher filter, for example associate type, this will reduce the results in other filters and so the user filter will then reflect users who are set as the selected associate type for sites that you can also see.
Selecting a user will also have a similar effect on the Region and Site filter and will reduce the results to only those associated with the selected user than you can also see. Upon selecting a Region, the Site filter will also be updated to only show sites within the selected region.
If a user is a higher associate type and a lower type (the associate type selected is based on their associate type and shows only those below in the overall hierarchy), for example a RFM but also a FM, previously the user could not select themselves within the FM field, this has now been updated and so when selecting themselves it will update the sites list to show only those where the user is a FM. This change also allows the user to select their own user at the highest level, so if a user is a RFM and a FM, selecting the RFM associate type will only return their User in the User field and this will update the sites to only those where they are the RFM, giving them greater flexibility over their regions.
The final change has applied the global sites filtering to all the dashboard dials and their related click-throughs and we have also applied the filtering to all navigation sections, some were done previously but the Associate, User, Region, and Site filter will now be applied to all sections.
To see the global sites bar users will require the site permission ‘View Filter Bar’.
Release date: 29.04.2021