Prompt for Contact, then use Contact in Report Filter

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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

  • Ramzi K
    Ramzi K ✭✭✭✭✭
    Options

    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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