Once you drag and drop the dashlet onto the canvas and click the dashlet, a blue line appears surrounding the dashlet border, and a settings icon shows on the right side of the dashlet. When you click the settings icon, the properties panel opens on the right. The properties panel is divided into two sections, General and Display.
Note
The Filter dashlet works only with the Button dashlet. You must add a Button dashlet on the dashboard for the filter to function.
The General settings define how the filter works on the dashboard and where the filter values come from.
Choose how the filter values should be generated:
After selecting a value origin, the next fields update based on your choice.
Select the input type for the filter. These options control what kind of values the user can enter or pick.
Available types:
Choose how the filter should appear on the dashboard:
Enter the list of values users must choose from.
This field appears only when the selected Show As type requires user-defined values.
Select how many values the user is allowed to pick:
Pick a default value from the entered list. This value loads automatically when the dashboard opens.
Select where the filter values come from.
The next fields change based on this selection.
This field appears based on the selected Reference Type.
Select the function linked to the chosen Data Table or Data Source.
This loads the records used to populate filter values.
Choose the column from the selected table or data source that provides the values shown in the filter.
Defines the type of data in the selected Source Field.
Options include:
Choose how the filter appears in the dashboard.
Define how users pick values:
Set a default value for the filter if needed.
The Display settings control the appearance of the Filter dashlet. It includes two groups of settings, Text and Dashlet.
| Section | Settings | Description |
|---|---|---|
| Text | Text Color | Set the filter label text color. |
| Hover Text Color | Set the text color when hovering over the filter. | |
| Text Size | Adjust the size of the filter label text. | |
| Formats | Apply Bold or Italic styling. | |
| Show Clear Button | Toggle to show or hide a clear button inside the filter. | |
| Enable Floating Label | Toggle to enable a floating label inside the input field. | |
| Dashlet | Dashlet Background (Color, Image, Both) | Choose the background style for the dashlet. |
| Background Color | Set the solid background color. | |
| Hover Background Color | Set the background color on hover. | |
| Show Border | Turn the dashlet border on or off. | |
| Shadow Effect | Add a shadow around the dashlet. | |
| Hover Shadow Effect | Add a shadow when hovering. | |
| Border Radius | Set rounded corners for the dashlet. | |
| Spacing | Add padding inside the dashlet. |