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Intro

The Persistent Filters widget allows you to configure Custom Filters across a maximum of 35 DataSets powering cards on a dashboard and then deploy the same Filter configuration to other dashboards connected to the same DataSets. Begin by wiring the widget to the DataSets you want to filter on and configure your Custom Filters for the dashboard where the widget is located—the widget reads your Filter selections and stores them. You can then copy the widget, place it on other dashboards connected to the same DataSets, and deploy the same Filter configuration to these other dashboards. This creates a kind of widget/dashboard network. After the network is created, when you make changes to the Filter configuration for any dashboard in the network, the widget on that dashboard stores the changes. You can then go to any other dashboard in the network, refresh the widget, and deploy the Filter configuration changes to that dashboard.
Note: The Persistent Filters widget does not support Date Filters.

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Purchase the Widget

You can purchase and download the Persistent Filters widget from the Appstore using recurring monthly payments via credit card, or contact your Customer Success Manager (CSM) or Account Executive (AE) to request it. To learn how to set up a Stripe account for credit card payments, see Connect Domo to Stripe.
This guide describes how to configure and interact with the Persistent Filters widget in the following topics: Configure widget Use the widget FAQ

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Configure the Widget

Start by deploying the widget card to a Domo dashboard. The default state of the widget is No Filters Applied. To configure the widget, follow the steps below.
no filters applied.png

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Wire DataSets

Follow these steps to wire DataSets to the widget:
  1. Hover over the widget card and select Card options > Edit Card.
    card options callout.jpg
    The card editor displays.
  2. (Optional) Change the widget name [ 1 in the image below].
  3. In the sidebar at the bottom of the editor, select DataSets [ 2 in the image below].
  4. In the DataSets section, select the first dropdown [ 3 in the image below] to display the 35 placeholder DataSets. Select a placeholder DataSet to replace with a live DataSet.
  5. Click Select DataSet [ 4 in the image below] to wire the live DataSet to the corresponding placeholder from the previous step.
    Important: These are the DataSets you are filtering on—the DataSets must be connected to any other dashboards where you want to deploy the widget.
  6. In the sidebar, select Collections [ 5 in the image below].
    card editor labeled.png
  7. In the Collections section, enable the switch labeled Automatically create un-configured collections with app defaults. If you do not use this option, you must manually create a collection and wire it.
  8. When you are finished wiring the DataSets, select Save & Finish [ 6 in the image above]

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Create a Widget Network

Now that your first instance of the widget is wired, you can create a network of widget copies on other dashboards that you want to bring into the network. Any dashboard that you want to add to the network must be connected to the DataSets that you wired to this first instance of the widget, or the configuration fails. To learn more about the widget network, see the Intro for this guide. To create a copy of the widget and place it on another dashboard, adding it to the network, follow the steps below.
Important: You must have access to all Domo dashboards (and the corresponding DataSets) that you want to include in the widget network.
Follow these steps to create another widget in the network:
  1. Hover over the widget card and select Card options > Move/Copy.
    copy.jpg
    A Move or Copy Card modal displays. Copying a card preserves all available configuration and copies it to the new instance of the card.
  2. Enter the name of the dashboard where you would like a copy of the widget.
  3. Select Save. A message confirms that the card has been moved to that dashboard.

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Use the Widget

When sitting on a dashboard, the widget (or a copy of it) reads Custom Filter selections on the dashboard, stores them, and can push them to another dashboard where the widget sits on-demand. Before the widget stores any Filter selections, the DataSets must be wired to the widget.

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No Filters Applied

The default state of the widget is with no stored Filters and displays a “No Filters Applied” message. When the widget is first deployed, it is in this default state. At any other time, if the widget displays the “No Filters Applied” message, we recommend that you refresh the widget —this fetches any Filters currently executed for any other dashboard/widget in the network and deploys them to your dashboard. If there are no Filters currently stored in the widget, the “No Filters Applied” message still displays.

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Savings New Filters

While you are configuring Filters on the host dashboard and the widget is listening and storing them, a “Saving New Filters” message displays.
saving new filters.png
Whether after a refresh or after saving new Filters, the widget displays a “Filters Loaded” message when all Filters have been stored.
filters loaded.png
When the Filters are loaded, you can refresh the widget, test the widget, or reset the Filters. These options are described below.

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Refresh Widget

When Filters are loaded to the widget, no Filters are applied, or before configuring new Filters for your dashboard, you can select Refresh to sync that instance of the widget to all the other instances on the network. The widget displays a “Filters Loading” message while it refreshes, and then a “Filters Loaded” message.
Important: We strongly recommend that you always refresh the widget before configuring or resetting Filters to view the current existing Filters stored by the widget.
refresh filters.jpg

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Test Widget

To test widget functionality, wire a widget and place it on a dashboard, Dashboard A. Then create a copy of the wired widget and place it on a dashboard, Dashboard B, connected to the correct DataSets. Configure one or more Filters for Dashboard A, then go to Dashboard B and select Refresh in the widget iframe. Upon refreshing the widget, the Filters you configured for the Dashboard A should deploy to Dashboard B. If you experience any difficulties, check the wiring for both instances of the widget, and make sure the DataSets that are wired are connected to both dashboards. For more help, contact Domo Support.

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Reset Filters

Important: We strongly recommend that only Admins use the Reset Filters option. This is because using this option resets/clears all stored Filters for every widget in the network.
After Filters are loaded to the widget, selecting Reset Filters clears all Filters stored by the widget and deployed for every dashboard in the network. We strongly recommend that you refresh the widget before resetting the Filters to see the most updated Filters.
reset filters.jpg
After you reset the Filters, a “Filters Deleted” message displays.
filters deleted.png
From here, you can reconfigure Filters on any dashboard in the network and the widget stores them for deployment.

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FAQ

No.
Yes, as long as the widgets are wired correctly to DataSets.