Import filters

Users can import a text file (i.e., local collection) to quickly select members for several types of filters, including workspace filters, individual widget filters, and filter widgets. In addition, text files can be used when creating filter buttons and collections. Any user can access this capability, unlike collections which are limited to Power Viewers and Dashboard Designers; however, this feature may be turned off globally by your administrator.

To import a text file for a filter

  1. If you haven't already, create a text file that lists the members. It should have the CSV extension. Each line should list the host code of a single member.

Example CSV file

91857

11904

11880

00000

  1. Go to the selection window for the filter. For example, to import a text file for a workspace filter, click on the workspace filter in the filters panel.

  2. Click the button at the top of the window.

 

  1. Choose the file and click Open.

    Salient Dashboards will show a summary of the members imported.

  1. Click Apply.

Tip: To save the members as a collection (Dashboard Designers and Power Viewers only), click Save at the bottom of the window.