The Filter Widget on SmartSuite dashboards now supports Static Filter mode. Solution Managers pre-configure named filter sets, the widget renders them as tabs across the top, and connected dashboard widgets re-load their data when a viewer clicks a different tab. Service desks toggling between ticket cohorts, GRC dashboards switching between audit areas, and PMO sprint dashboards flipping between sprint stages all get a viewer-facing filter surface that is consistent across the team.
Key Highlights
- Static Filter Mode: Configure named, pre-baked filter sets on a Filter Widget instead of exposing fields for viewers to fill in. Each filter set supports multiple conditions and condition groups, just like Filter on a table view.
- Tab-Based Viewer Experience: Configured static filters render as tabs across the top of the widget. Only one tab is active at a time, and any connected widgets re-load their data against the active filter set.
- Up to 20 Per Widget: Add, edit, delete, and reposition up to twenty static filters per Filter Widget during configuration, with full drag-and-drop ordering.
- Combines with Widget-Level Filters: Static filter conditions combine with the underlying widget's own filters using AND, so the Filter Widget never grants access to records that the widget would not show on its own.
- Mode Switching with Preserved Config: Switch a Filter Widget between Static and Dynamic modes during configuration without losing the other mode's settings. End users cannot toggle between modes on the canvas.
How It Works
- Open a dashboard you manage and add a Filter Widget, or edit an existing one; set the Filter Type to Static on the Filters tab.
- Click Add Filter to add a new static filter; give it a name and compose its conditions using the standard Filter control (multiple conditions, condition groups, all supported operators).
- Repeat for up to twenty filter sets per widget; drag the tiles in the configuration UI to reorder how the tabs appear on the rendered widget.
- Use Connected Widgets on the General tab to specify which widgets on the dashboard should react to the Filter Widget; only widgets pulling data from the same table on the same tab are selectable.
- Save the widget. Viewers see the static filter tabs across the top of the widget; clicking a tab activates that filter set and refreshes the connected widgets.
Use this when the dashboard's filter combinations are stable and curated by a manager, and you want viewers to switch between them with a single click instead of building filters themselves.