Be able to compare two field values under Reporting/Actions/Filter | Community
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AdminUs16
Level 2
Apr 12, 2017 10:21 PM UTC
Archived

Be able to compare two field values under Reporting/Actions/Filter

I would like to be able to compare the field values in the Project Report (e.g. Project Territory vs. Company Territory) to avoid mismatch data.

Ideally we shouldn't be creating the same field in Company and Project Level. This is our temporary solution for the other issue. When using the billing report, we can't access the Company level fields, therefore the field has to be recreated in the Project level

    6 replies

    MelissaGr8
    New Participant
    Nov 19, 2024 6:18 PM UTC

    Having a similar issue. Was there a resolution to this? 

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    SaraEl
    Level 5
    Mar 12, 2018 9:36 PM UTC

    We would really benefit from this feature! Today we have lots of reports as a work around. we will try the workarounds above but as a non-technical team, having this ability natively would be helpful. We tried the FIELD:name in text mode but cannot get it to work with a custom field.

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    AdminUs16Author
    Level 2
    Oct 10, 2017 9:07 PM UTC

    Thanks Melinda and Eric

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    EricDe
    Level 3
    Apr 24, 2017 10:39 PM UTC

    Yes, I will give this a shot

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    CustomerSu
    Level 10
    Apr 24, 2017 10:16 PM UTC

    If you switch a report to text mode you can replace the equals string with FIELD:name and then when you switch back to standard mode you should be able to select the second field to compare with. Making it easier in standard mode would be great however.

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    EricDe
    Level 3
    Apr 14, 2017 2:12 PM UTC

    Coincidentally this is possible to do in the API by using the "FIELD:" prefix. I sure wish it was available in reports too. Good request.

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