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User can't sort chart widget

  • September 3, 2024
  • 3 replies
  • 37 views
Peggy Sue Marlin
Regular Contributor
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New Clari admin here. One of my users pointed out that he can’t click the Sort By toggle on opportunity chart widgets. The toggle is grayed out for him, but only on the Dashboard -- he is able to toggle it on the full Chart view. As admin, I’m able to click the toggle on the Dashboard widget. Is this by design?

 

 

Best answer by Kenna

Hi, @Peggy Sue Marlin! From the last time I looked at this, my understanding is that end users can’t manipulate dashboard widget settings like the “Sort by Total $” toggle unless they are the owner of the Dashboard, but I am double-checking that this is still the case!

3 replies

Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • Answer
  • September 5, 2024

Hi, @Peggy Sue Marlin! From the last time I looked at this, my understanding is that end users can’t manipulate dashboard widget settings like the “Sort by Total $” toggle unless they are the owner of the Dashboard, but I am double-checking that this is still the case!

Kenna Valdez, Manager, Customer Community, Clari
Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • October 4, 2024

Hi, Peggy! Just circling back to confirm that as of today I think only the owner of the Dashboard can change that “Sort by Total $” toggle. However, you can definitely share your use case for expanding this by submitting an idea to our Product team!

Kenna Valdez, Manager, Customer Community, Clari
Peggy Sue Marlin
Regular Contributor
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  • Peggy Sue MarlinRegular Contributor
  • Author
  • Regular Contributor
  • October 4, 2024

Thanks Kenna! I submitted this as an Idea: 

 

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