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My Notes Last 7 Days in Service Console

Greg Barrass

We are using the Service Console and have a requirement for a dashlet showing the Notes for the Last 7 days for the logged in user. This necessitates a filter to specify the current user, but  the only option at the moment appears to be using the Assigned To User and specifying a user. which is not a viable solution. We need it to provide the Current User option.

If the existing option is used, any other user using the Service Console get no data displayed and a message to duplicate the Service Console which is not ideal when trying to roll out a consistent dashboard for all team members.

Am I missing something ?

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  • 0 Sugar Employee Badge

    Hi Greg,

    Would it work to use the List View dashlet and the "My Items" filter as shown here:

    I tested this and it seemed to work for your requirement.

    I hope this helps!

  • 0 in reply to Alex Nassi

    Hi ,

    thanks, you blew my mind there a little bit ;D

    I saw this "My Items" option so many times but never checked, that it could be used to achieve at least part of the requirements in terms of dashboard and filter-sharing, that we've been having for years now.

    Though, I have to add that the possibility to filter on the current user would be much more useful, since it could be used for all user-fields (also custom ones), whereas My Items only applies to Assigned to. And it could be used to also filter negatively (Assigned to is not Current user, for example), which is also not possible with this. There already is an enhancement request in the Support Portal for this (since 2016) - so maybe you can open a case to state your interest in this feature anyways, . :)

    https://portal.sugarondemand.com/#supp_Bugs/283b97b2-fd67-3181-0b92-56ab4f618039 

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  • 0 in reply to Alex Nassi

    Hi ,

    thanks, you blew my mind there a little bit ;D

    I saw this "My Items" option so many times but never checked, that it could be used to achieve at least part of the requirements in terms of dashboard and filter-sharing, that we've been having for years now.

    Though, I have to add that the possibility to filter on the current user would be much more useful, since it could be used for all user-fields (also custom ones), whereas My Items only applies to Assigned to. And it could be used to also filter negatively (Assigned to is not Current user, for example), which is also not possible with this. There already is an enhancement request in the Support Portal for this (since 2016) - so maybe you can open a case to state your interest in this feature anyways, . :)

    https://portal.sugarondemand.com/#supp_Bugs/283b97b2-fd67-3181-0b92-56ab4f618039 

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