default page filter

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Yellow Belt

default page filter

I wanted to only show all KPIs from external users, I have a field to idetify this. I know I can do this setup in each card, however, is there a way I can set up a default setup in page fitler so that all cards are set up by defualt only for external uers. Yet users should not see and change this field. Thank you. Olivia
Major Blue Belt

Re: default page filter

These are the options I'm aware of.

 

1: Set it up on each card (as you know is more time consuming)

 

What would probably be the best way:

2: Use Personalized Data Permissions (PDP) policies to make it so when an external user looks at a card they only see it where the data is external_user_field = True. You can setup one card/set of cards for both sets of users and when the external users look at the card they only see it from their perspective.

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