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Zander Zumbrunnen
Filtering by Lookup to User with Suffix
Hello,
I ran into a weird problem with filtering a report by a lookup field to a user that has a suffix.
I have a record that has a lookup relationship to the user object. Most of our users have a suffix, and when establishing that relationship to a user it does not show the suffix in the record. However, when reporting on that lookup field it does show the suffix. I did not think that was a big deal until we wanted to filter for specific users in that report. When I put a graph on the report and click on one user's category, it says no results!
Is there a work around to this?
I feel like I am missing something here. My first guess is that it has something to do with the suffix since we recently moved credentials out of the last name and into the suffix field, but maybe I am wrong.
I can provide screenshots if necessary.
I ran into a weird problem with filtering a report by a lookup field to a user that has a suffix.
I have a record that has a lookup relationship to the user object. Most of our users have a suffix, and when establishing that relationship to a user it does not show the suffix in the record. However, when reporting on that lookup field it does show the suffix. I did not think that was a big deal until we wanted to filter for specific users in that report. When I put a graph on the report and click on one user's category, it says no results!
Is there a work around to this?
I feel like I am missing something here. My first guess is that it has something to do with the suffix since we recently moved credentials out of the last name and into the suffix field, but maybe I am wrong.
I can provide screenshots if necessary.
Can you post a screenshot of where the suffixes are causing confusion?
Related post:https://trailblazer.salesforce.com/ideaView?id=0874V000000M4CuQAK
Thanks
So in the report, the field in question does show the suffix for our users.
When I click on one name however, I get no results.
I could be wrong, but I think this is because the lookup field in the record does not show the suffix.
It does not show FNP-C like it does in the report.
(This is the same user as the first one on the report screenshot)
This seems like a strange issue that might become annoying in the future.
Let me know what you think.
Thank you.