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Bookmarks aren't sticking on dashboard

  • November 30, 2022
  • 2 replies
  • 0 views

Jake11

So I'm working on a copy of the standard Support dashboard. I have a need to bookmark certain filter selections on each individual tab, however, it doesn't appear to be sticking. An example of what I'm doing

  1. On satisfaction tab I have filters for custom fields that I'm using to exclude if a ticket has "internal" checked, has "survey withheld" checked, and if the organization has "no survey" checked. I also have a calculated attribute filter for excluding tickets that were merged.
  2. I set all of these filters as I want them to be by default when visitors come to the dashboard tab, and I then click Add > Bookmark. I select create bookmark from current state and give it a name, then hide the widget, publish dashboard.
  3. Then when I go to view the dashboard, it ignores all of that work I just did and all of the filters are defaulting with no selections.

Any ideas on what I'm doing wrong?

2 replies

CJ99
  • November 30, 2022

Did you "pin" the bookmark? There's a pushpin icon you can select to set it to load with that bookmark in place. If you don't pin it, it will be unselected by default, and also hidden, so it would result in people seeing no difference. 


Jake11
  • Author
  • November 30, 2022

Oh gosh, yep that was exactly it. Well glad I'm just a dummy and it was something easy. Thank you @cj99!