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Bobby_Tables
Contributor II
Contributor II

Locking Filter so that user cannot remove filter

Hi there,

Does anyone have any experience with if it’s possible to set filters on a sheet of an app that a user is unable to remove.

Currently, we are attempting to do this is by tagging the field as hidden, and then setting and locking a filter on that field via actions on the navigation button. This, however, has the limitation that the user can still see that there are filters applied (by the “Hidden selections applied” in selection pane) and then press the “Step back” filter action button twice in order to remove the filter entirely.

Bobby_Tables_1-1730799874899.png

We have also considered a show condition on the sheet in question which would hide the sheet if there are any data points which do not meet the filter we have applies. The limitation of this is that it interrupts the User’s experience by showing them a “this sheet is hidden” screen, and forces them to navigate back to the App overview without explanation.

Labels (2)
6 Replies
mpc
Partner Ambassador
Partner Ambassador

Hi, 

You can use a sheet action to lock a selection, as described here: Adding actions to sheets | Qlik Sense on Windows Help (See Lock a specific field section)

Best

 

From Next Decision and mpc with love
Bobby_Tables
Contributor II
Contributor II
Author

Hi Mpc,

Thank you for your response. Unfortunately, locking a field in this way still allows the user to unlock the field if they wish.

For a non-hidden field, this is as simple as clicking the locked field at the top of the screen and pressing the "Click to unlock" button.

For a hidden (or non-hidden field), this can be done by pressing the “Step back” filter action button twice in order to remove the filter entirely (as mentioned in my original post).

Thanks again,

Bobby_Tables

mpc
Partner Ambassador
Partner Ambassador

My bad, you're right: Locking and unlocking selections | Qlik Sense on Windows Help (doc. for reference)

Why not use Section Access to reduce dataset by users ? Bu doing this, it's like users have always selected their data subset 

Regards

From Next Decision and mpc with love
Bobby_Tables
Contributor II
Contributor II
Author

Hi Mpc,

Thank you for this. I have considered section access, however, on other sheets within the app the user will want to take the filter off.

The next thing I will try is to use set expressions on each element on this sheet. I think this will be easy for KPIs and graphs, however I am not sure about how this will work in tables.

Thanks for your help

Matt_Whitehead
Contributor
Contributor

Just wrote some css that you could use (via the styles in multi kpi object) 

button[data-testid="listbox-unlock-button"] {
display: none !important;
}

morgankejerhag
Partner - Creator III
Partner - Creator III

If a sheet needs to have a certain selection applied to everything inside the sheet I would use Set Analysis.

Earlier you had to go through every expression used on the sheet and apply this, but the easiest way today is to edit the sheet, unselect the Advanced options (simplified authoring) and then apply a filter to all objects.

Unfortunatley it is not possible to apply the filter to the whole page. If you like this idea to filter a whole page, you can vote for this idea: https://ideation.qlik.com/app/#/case/462035?cpid=149acc44-537f-4762-86a3-8f92d38eba16