Prompt for Contact, then use Contact in Report Filter
Matt Henson
✭✭
Is it possible to setup a report that, when ran, it prompts the user for a Contact, and then uses that Contact in the report filter?
Is it possible to use a 'prompt then filter' in a Grid without hard coding the contact info in the filter?
Answers
-
Not exactly a prompt, but you can:
- Set up a column with a dropdown list
- Select a cell to use as your selected value
- Create a helper column of type checkbox and put a formula in it that checks the box when the value in your Contact column matches the selected value in the dropdown cell
- Create a filter that filters on the helper column being checked.
I hope that helps.
Cheers,
Ramzi
Ramzi Khuri - Principal Consultant @ Cedar Tree Consulting (www.cedartreeconsulting.com)
Feel free to email me: ramzi@cedartreeconsulting.com
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