It’s been a while since my last tip, but this one’s worth the wait
This tip helps you add a simple bookmark feature to your Holistics dashboard to give your viewers one-click access to filtered views or important dashboard states, making navigation friendlier and more intuitive.
Outcome
Here’s what it looks like
Step 1 - Create Bookmark Links
You can create a bookmark link in two ways:
Option A: Use the current dashboard URL after applying filters or interactions. Just copy the URL from your browser.
- Example:
https://testing4.holistics.io/dashboards/v4/100219-thong-s-test-dashboard?_fstate=5MsOj3eW
Option B: Manually construct a URL by appending filter parameters, using the format described in this documentation. Note that this method only supports passing filters via the URL.
- Format:
dashboard_url?<block_uname><operator><value>&<block_uname><operator><value>
- Example:
https://testing4.holistics.io/dashboards/v4/100219-thong-s-test-dashboard?f1=cancelled
Step 2 - Add a Bookmarks Block to Your Dashboard
Use a simple Markdown Text Block to display your bookmarks.
### Bookmarks
- [Cancelled orders](https://testing4.holistics.io/dashboards/v4/100219-thong-s-test-dashboard?f1=cancelled)
- [Refunded orders](https://testing4.holistics.io/dashboards/v4/100219-thong-s-test-dashboard?f1=refunded)
- [Delivered orders](https://testing4.holistics.io/dashboards/v4/100219-thong-s-test-dashboard?f1=delivered)
Or you can use HTML and style with CSS if needed. For example, here’s mine with collapsible content as an example
<style>
.collapser { display:none; }
.toggle { cursor:pointer; font-weight:bold; }
.content { max-height:0; overflow:hidden; transition:max-height .3s ease; }
/* when the hidden checkbox ➜ checked, reveal the content */
.collapser:checked + .toggle + .content { max-height:999px; }
ul.content { padding-left: 1.2em; }
</style>
<input type="checkbox" id="faq1" class="collapser" checked>
<label for="faq1" class="toggle">🔽 Dashboard Bookmarks</label>
<ul class="content">
<li><a href="https://testing4.holistics.io/dashboards/v4/100219-thong-s-test-dashboard?f1=cancelled">Cancelled Orders</a></li>
<li><a href="https://testing4.holistics.io/dashboards/v4/100219-thong-s-test-dashboard?f1=delivered">Delivered Orders</a></li>
<li><a href="https://testing4.holistics.io/dashboards/v4/100219-thong-s-test-dashboard?f1=refunded">Refunded Orders</a></li>
</ul>
Step 3 (Optional) - Make it Reusable for Your Team
You can follow this document to convert your bookmarks into a block in the library, making them accessible for your team.
Limitations
Since this is not a built-in feature, here are a few current limitations:
- Only dashboard editors can add or modify bookmarks
- Loading behavior is not perfect
- Requires some effort to set up
If you’d like better native support for bookmarks, feel free to suggest a feature here.