Add a new filter

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Add a new filter to a UI Builder dashboard to enable users to refine data views based on additional fields such as consumer, product, or other custom fields.

    Antes de Iniciar

    Role required: admin or maint

    If the Components tab in UI Builder is not available, run provided background script to enable the component view for maint users.
    var gr = new GlideRecord('sys_properties'); 
gr.setValue("sys_scope", "e9b68250cdffe4e1c64e494026ec6e9a"); 
gr.setValue("name", "sn_cb_experiences.uib.enable.cb"); 
gr.setValue("write_roles", 'maint'); 
gr.setValue("value", "true"); 
gr.insert();

    Por Que e Quando Desempenhar Esta Tarefa

    Filters allow users to refine dashboard data by specific fields. This procedure demonstrates how to add a new filter to any base system dashboard such as trending topics dashboard or sentiment analysis dashboard by duplicating and configuring an existing filter carousel item.

    Procedimento

    1. Navigate to All > UI Builder and select a UIB component.
    2. Under Components tab search for the corresponding component.
      The different UI Builder Component names:
      • Trending topics dashboard: OOB Trending Topics Dashboard, Top Trends, Trending topics by Field Insight (accounts, products, assignment group, channels), OOB Topic Details Dashboard, Topic Over Time Visualization, Topic Breakdown Visualization, Topic Affected Regions Visualization.
      • Sentiment analysis dashboard: OOB Sentiment Analysis Dashboard, Sentiment Over Time Visualization, Sentiment Breakdown Visualization, Sentiment Top Drivers Insight (Negative sentiment and Positive sentiment drivers), Sentiment by Assignment Group Insight, Sentiment After Escalation Insight, Sentiment by Channel Insight.

      If working with the base system component, create a clone before making modifications.

    3. Select a Filter Carousel Item 2 in the component tree.
    4. Duplicate the component from the context menu.
      Drag the duplicated filter to reorder it as needed within the carousel.
    5. Select the newly created filter in the left panel.
      The configuration panel displays on the right side.
    6. Under Filter source, change the Table name to Trending topic record.
    7. Change the Field to your desired field.
      For example, enter Consumer.
    8. Select Apply.
    9. Under UI element, change the Filter label field to match your desired field name.
      For example, enter Consumer.
    10. Rename the component ID to match the field using lowercase and dashes.
      For example, enter filter_consumer
    11. Copy this ID to the clipboard for use in subsequent steps.
    12. Select Apply.
    13. Select Save.
    14. In the top left of the screen, open the hamburger menu and select Open component record.
    15. In the Composition section, search for your component ID.
    16. Open the search function using Cmd+F (Mac) or Ctrl+F (Windows).
    17. Paste the component ID from step 10 using Cmd+V (Mac) or Ctrl+V (Windows).
    18. Press Return (Mac) or Enter (Windows) to search.
    19. Open the search function again using Cmd+F (Mac) or Ctrl+F (Windows).
    20. Enter filterId in the search box.
    21. Press Return (Mac) or Enter (Windows) to perform the search.
    22. Locate the value field under the filterId property.
    23. Change the final value to the filterId from step 10.

      For example, enter filter_consumer. The filterId can be any unique value.

    24. Select Update to save.
      The new filter is now configured and ready to use on the dashboard.

    Resultado

    The new filter appears in the dashboard filter carousel and enables users to filter data by the specified field.

    Importante:
    If you plan to make additional changes to the original component, refresh the UI Builder component page to prevent losing the changes made in steps 6-10.