Card - Display as Quick Filter "New Values"

ssheffer77 · July 18

Is it possible to have a quick filter automatically pick up new values after a Card is created?

For example; a Card with a Quick Filter on Business Entity created to display all does not appear to automatically pick up new Business Entities when they become available through the data.

Business Entity Values at time of Card creation:

ABC
XYZ
123

New Entity 999 created after Card creation however it does not pull into the Quick Filter automatically.

MarkSnodgrass · July 18

You should check how your filter is set up. If you go to your filter in Analyzer and see that all the options are selected, so that they show up in the selected area, that is going to keep new items from showing up, which it sounds like what you are running into.

Instead, don't pre-select all, but just have the Quick Filter toggled on. This will allow new items to show in the quick filter as your data changes.

MarkSnodgrass · July 18

You should check how your filter is set up. If you go to your filter in Analyzer and see that all the options are selected, so that they show up in the selected area, that is going to keep new items from showing up, which it sounds like what you are running into.

Instead, don't pre-select all, but just have the Quick Filter toggled on. This will allow new items to show in the quick filter as your data changes.

ssheffer77 · July 18

Thank you, I see what happen.

Your response answered my question.

Card - Display as Quick Filter "New Values"

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