Portlets › Filter Portlets › Add a Filter Portlet to a Personal Dashboard

Add a Filter Portlet to a Personal Dashboard

Use this procedure to add a filter portlet to a dashboard or a dashboard tab that already has portlets for content added. The procedure explains how to add the filter portlet and map the filter portlet fields to the attributes of other portlets that appear on the page. The procedure assumes that the filter portlet has already been created.

To add a filter portlet to a page

1. Click Dashboards in the Personal menu and click the dashboard name in the list that appears.

   The Dashboard:Details page appears.

2. If you are adding a filter portlet to a tabbed dashboard, select the specific tab for the filter portlet in the Tabs section.
3. In the Content and Layout section, click Add Portlet and select the filter portlet to be added.

   The portlet appears in the Content and Layout section and in the list of filters in the Filters section. If you are adding a filter portlet to a dashboard with multiple tabs, the portlet appears in the All Filters across Tabs section. All filters for all tabs are listed in this section.

4. Make the following adjustments.
   • (Optional) If you are adding the filter portlet to pages and you want the values in the filter to persist when you move from one page to another, select the Persist check box. Filter values will persist only across pages that use the same filter portlet.
   • (Optional) Select the Default option for the desired page filter default. The first filter published to the page is the page filter default unless a selection indicates otherwise.
5. Click the icon next to the filter portlet name.

   The Page: Filter Content Mappings page appears. This page shows the filter portlet fields listed under each portlet on the page and allows you to map corresponding portlet fields.

6. In the Mapping Field drop-down, for each entry, select the portlet attribute (field) that you want to map to the filter portlet field. The values that appear in the drop-down are filtered based on the data type of the filter portlet field being mapped.
   • If you are mapping lookup attributes, the filter portlet field and the portlet attribute must have the same lookup ID.
   • If a filter portlet field is not mapped to at least one portlet attribute on the page, the field does not display in the filter portlet.
   • If a filter portlet does not have at least one field mapped, the filter portlet does not display on the page.
7. Select the Hide If Empty check box to hide the portlet if a value is not entered in the corresponding filter portlet field during a filter request.

   If you check the box for multiple attributes in a portlet, a blank corresponding filter portlet field for any of the attributes will cause the portlet not to appear.

8. Click Save.

More information:

Filter Precedence

Scope of Filter Portlets

Filter Persistence

How to Set Up a Filter Portlet

Create a Filter Portlet

Add a Field to a Filter Portlet

Add a Lookup or Multi-valued Lookup Field to a Filter Portlet

Determine the Layout of Fields on Filter Portlets