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These are the steps on how to exclude or remove child tickets from widgets: 

  1. Edit the widget where the child ticket needs to be excused or removed. 
    edit_widget_exclude_child
  2. Modify the Dataset settings. On the Widget Builder screen, click the Datasets icon and click Edit.
    edit_dataset_exclude_child
  3. Add a new condition to the filter. Scroll down on the Dataset window and click the (plus) button on the Filter section.  
    edit dataset filter
  4. Select Parent > Equals > (Empty) and click Save
    condition_exclude_child
  5. Click Save and Continue on the Alert prompt that appears. 
  6. View the widget and verify the exclusion. 


Note: These steps apply to ConnectWise Manage only. Not all datasets have the parent field. If you wish to have it available in a dataset, please reach out to MSPbots Support at support@mspbots.ai.  



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