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Add Asset's ID on the Exported YAML File

What is the problem or goal the end user is trying to solve or accomplish? Users would like to see the asset's (dataset, database, chart) ID stated on the YAML file, for easier access. How are they solving it currently? Through the UI, mouse over/...
Daniel Watania about 1 month ago in New feature 0 Needs review

Clear All button in the Dashboard Filter does not clear the Cross-Filter value

What is the problem or goal the end user is trying to solve or accomplish? When a user clicks the Clear All button, the cross-filter value remains. How are they solving it currently? Manually remove the cross-filter value. What is the recommended ...
Daniel Watania 24 days ago in Enhancement 0 Needs review

add columns dynamically to a table based on the filter applied

What is the problem or goal the end user is trying to solve or accomplish? The user wants to add columns to a table chart based on the filter applied How are they solving it currently? There is no workaround What is the recommended solution by the...
Customer Engagement about 2 months ago in New feature 0 Needs review

Allow Viewer role users to access and browse Tagged Content

What is the problem or goal the end user is trying to solve or accomplish? According to the Tagging documentation, Viewer users can find Tagged Content. However, if they click on the Tag (from the Dashboard/Chart list menu), they will be redirecte...
Daniel Watania 3 months ago in Enhancement 0 Needs review

Commenting: Sync with CRM

What is the problem or goal the end user is trying to solve or accomplish? For teams who share data with their customers, they would like to use Preset's commenting feature to communicate with their customers, many teams manage their customer rela...
Juliann Forbes about 2 months ago in New feature 0 Needs review

Enable the `allow-popups-to-escape-sandbox` option on the Embedded Dashboard

What is the problem or goal the end user is trying to solve or accomplish? Preset Admin can insert a clickable link on a chart for their user to access with the target="_blank" HTML attribute so that it will open in a new tab. However, it will not...
Daniel Watania about 2 months ago in Enhancement 0 Needs review

Add Audit Logs to Preset as a Dataset

What is the problem or goal the end user is trying to solve or accomplish? Currently analyzing the data from the audit logs in Preset is a multi-step process which is not easily automated. How are they solving it currently? Export the data as a cs...
Juliann Forbes 5 months ago in New feature 0 Needs review

automatically send invoices to a specific email address as they get billed

What is the problem or goal the end user is trying to solve or accomplish? They user wants to receive the invoice as soon as it its billed How are they solving it currently? They need to access to the Preset platform to download it What is the rec...
Customer Engagement about 2 months ago in New feature 0 Needs review

Change the Big Number to European Number Format

What is the problem or goal the end user is trying to solve or accomplish? Use Decimal Comma as Decimal Separator and the Point as Thousands separator How are they solving it currently? There is no workaround What is the recommended solution by th...
Customer Engagement about 2 months ago in New feature 0 Needs review

Add Dashboard Refresh API endpoint

What is the problem or goal the end user is trying to solve or accomplish? Currently, you can use the API to refresh chart data but not dashboard data. How are they solving it currently? Manually refresh the dashboard cache or set the fixed refres...
Daniel Watania about 2 months ago in  0 Needs review