How to: Reset all Filters on a Digital.ai Intelligence Dashboard

Overview

Unfortunately, we don't have a single button to reset all filters or selectors on a dashboard. If you want to return a dashboard to its last saved state, you can refresh the browser, or you can add a link that reloads the dashboard. The instructions below show you how to create a link to reload a dashboard.

Steps to Follow

  1. From the toolbar, select Text insert icon
  2. In the new text box, type link text such as RESET
  3. Right-click on the text box and select Format
  4. In the Format panel, make the following changes or substitute your own preference
    • Font: Lucida Console
    • Font size: 16
    • Font color: White
    • Background color: Grey-50%
    • Outer border: Think Line and Grey-25%
      1-Reset.png
  5. Right-click on the text box and select Link
    2-Link.png
  6. Select File
  7. Click on the Folder icon to browse
    3-File.png
  8. Navigate to the folder containing the dashboard - Locations vary
  9. Select the dashboard
  10. Click OK
    4-Select.png
  11. Uncheck Open in a new window
  12. Click Save
    5-Save.png
  13. Save the Dossier
  14. Make a change to dashboard filters
  15. Click the RESET link
  16. Click on the Go to link to reload the dashboard
    6-Goto.png

 

 

 

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