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ltcommander
Filtering by each pick list item on a pick list (Salesforce Report)
Hi,
I think I have what is an easy situation but can't seem to find the answer. I have a custom field called Function__c (essentially a picklist).
This field exists on the Contact page and then a custom object called Jobs__c
When someone clicks a button called MATCH on the contact page then through the URL link on the button, they are taken to a Report which will pass on the selected items of Function__c on the Contact page to a report which has this criteria
Function INCLUDES Infrastructure - ITIL; Support - Application; Production Support
(assuming Function__c on the Contact page is Infrastructure - ITIL; Support - Application; Production Support)
The problem is that I want to see Function INCLUDES *any of the 3 choices, i.e. either Infrastructure - ITIL OR Support - Application OR Production Support.
However, I am not sure how to do that. I know that in the report itself I can add a filter criteria and choose 1 OR 2 OR... But, I am not sure how to dynamically pass values from Contact -> Function__c to the Report and have it show a match on one of the values of the Function under Contact.
Would appreciate any advice!
I think I have what is an easy situation but can't seem to find the answer. I have a custom field called Function__c (essentially a picklist).
This field exists on the Contact page and then a custom object called Jobs__c
When someone clicks a button called MATCH on the contact page then through the URL link on the button, they are taken to a Report which will pass on the selected items of Function__c on the Contact page to a report which has this criteria
Function INCLUDES Infrastructure - ITIL; Support - Application; Production Support
(assuming Function__c on the Contact page is Infrastructure - ITIL; Support - Application; Production Support)
The problem is that I want to see Function INCLUDES *any of the 3 choices, i.e. either Infrastructure - ITIL OR Support - Application OR Production Support.
However, I am not sure how to do that. I know that in the report itself I can add a filter criteria and choose 1 OR 2 OR... But, I am not sure how to dynamically pass values from Contact -> Function__c to the Report and have it show a match on one of the values of the Function under Contact.
Would appreciate any advice!