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Unverified Commit 6b8e8ae1 authored by Jeff Bruemmer's avatar Jeff Bruemmer Committed by GitHub
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docs - EE filter values for dashboard subscriptions (#15525)

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......@@ -53,7 +53,7 @@ Your LDAP directory must have these three fields populated or Metabase won't be
If you have user groups in Metabase you are using to control access, it is often tedious to have to manually assign a user to a group after they're logged in via SSO. You can take advantage of the groups your LDAP directory uses by enabling Group Mappings, and specifying which LDAP group corresponds to which user group on your Metabase server.
If you run into an issue, check out our [LDAP troubleshooting guide](../troubleshooting-guide/ldap)
If you run into an issue, check out our [LDAP troubleshooting guide](../troubleshooting-guide/ldap.md)
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## Customize filter values for each dashboard subscription
This page covers the Enterprise Edition features for [dashboard subscriptions](../users-guide/dashboard-subscriptions.md).
The Enterprise Edition lets you customize which filter values to apply to each subscription. That way you can send different groups of people an email (or Slack message) the contents of the dashboard with different filters applied. You only need to maintain one dashboard, which you can use to send results relevant to each subscriber.
### Setting filter values
You can set values for each filter on the dashboard. If you have any dashboard filters with default values, you can override those defaults for a given subscription, or leave them as-is.
Here's the sidebar in Enterprise Edition where you can set the filter values:
![Setting a filter value](./images/dashboard-subscriptions/set-filter-values.png)
The section to call out here is the **Set filter values for when this gets sent**. Here we've set "VT" as the value for the dashboard's State filter to scope results to records from Vermont. We didn't set a value for the Created_At filter, so the subscription will send the results without a filter applied. If you've set a default value for the filter, the subscription will list the value here.
docs/enterprise-guide/images/dashboard-subscriptions/set-filter-values.png

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......@@ -11,3 +11,4 @@ The Enterprise Edition of Metabase provides added functionality and solutions fo
* [Copying contents of one Metabase instance to another (serialization)](serialization.md)
* [Using the audit logs](audit.md)
* [Organizing SQL snippets with folders and permissions](sql-snippets.md)
* [Customizing filter values for each dashboard subscription](dashboard-subscriptions.md)
......@@ -46,6 +46,18 @@ For Slack subscriptions, you can set up a subscription for a channel (like #gene
You can specify how often Metabase sends a Slack message (hourly, daily, weekly, or monthly), and whether to send a message if the dashboard fails to return results.
### Adding multiple subscriptions
You can add multiple subscriptions to a single dashboard. To add a subscription, click on the **+** icon in the dashboard subscription panel.
### Deleting a subscription
To remove a subscription from a dashboard, select the subscription you'd like to remove. At the bottom of the sidebar, select **Delete this subscription**. Follow the instructions on the modal that pops up to confirm you'd like to delete the subscription.
## Enterprise Edition: customize filter values for each dashboard subscription
Metabase Enterprise Edition allows you to [customize filter values for each subscription](../enterprise-guide/dashboard-subscriptions.md), so you can set up subscriptions with different filter values applied for different subscribers.
### Related reading
- [Setting up email](https://www.metabase.com/docs/latest/administration-guide/02-setting-up-email.html)
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docs/users-guide/images/dashboard-subscriptions/email-options.png
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