new
All Plans
Filter Widget: Support for Lookup Fields
Dynamic Filter Widgets on dashboards can now filter by Lookup fields. ITSM service desks filtering a Tickets widget by the linked Change Request's Priority, GRC dashboards filtering a Findings widget by the linked Control's Status, and PMO dashboards filtering a Tasks widget by the linked Sprint's Owner all get filter behavior that reaches through the relationship instead of only working with the direct record's own fields.
Key Highlights
- New Filter Source: Lookup fields join Status, Single Select, Multiple Select, Yes/No, Assigned To, Linked Record, and Date-based fields as choices in the Dynamic Filter's field-to-filter-by dropdown.
- Full Target-Type Support: Lookups that resolve to Status, Single Select, Multiple Select, Yes/No, Assigned To (single or multiple), Linked Record (single or multiple), or any Date-based field all render as filter options with the right control for their type.
- Same Configuration Surface: Selections (choices shown), Default Value, Default Condition, and Sort Values controls work exactly the same as they do for direct-field filters. No new configuration model to learn.
- Reach Through the Relationship: Filter dashboard widgets by attributes of related records (the linked Change Request's Priority, the linked Control's Status) even when those attributes aren't fields on the source table directly.
- Connected Widget Behavior Unchanged: The Lookup filter combines with the underlying widget's own filters using AND, matching the existing Filter Widget behavior, the filter narrows visible records, it never grants access beyond the widget's own scope.
How It Works
- Open a dashboard you manage and add a Filter Widget, or edit an existing one; keep the Filter Type at Dynamic on the Filters tab.
- Click Add Filter to add a new dynamic filter; the field-to-filter-by dropdown now shows Lookup fields alongside the other supported types.
- Pick a Lookup field. The Filter Settings modal opens; the controls (Selections, Default Value, Default Condition, Sort Values) render based on the field type the Lookup resolves to, matching the direct-field filter experience.
- Save the Filter Widget. Viewers see a filter tile with the Lookup's field label, and applying the filter narrows the connected widgets by the value the Lookup returns.
- Use this whenever the filter criterion your team cares about lives on a linked record, reach for a Lookup field on the source table, then filter on that Lookup in the widget.
Pair this with the Static Filters mode released in the June 22 cohort for dashboards where the filter combinations are stable enough to expose as tabs.