3 Replies Latest reply on Oct 25, 2017 5:51 AM by DTurner

    How I want to filter a field?

    FatihaAhmad Apprentice

      I have multiple contracts no and serial no based on customer.  How do I want to filter contract no based on customer and serial no fields?

      Can I add more than one filter?

       

        • 1. Re: How I want to filter a field?
          AnthonyDowns Specialist

          You can use the filter expression on these fields to determine the results. For example, this filter only shows customers where status = active on the employee profile.

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          • 2. Re: How I want to filter a field?
            FatihaAhmad Apprentice

            Hi,

             

            How do I filter with a link field?

             

            Example, a customer has multiple contracts.

            First I select Customer A, when select contract No field - then I could select from the drop down of contracts which is belong to Customer A.

            The same applies to serial no.

             

            I have:

            customer = Incident linkContractGroup field from IncidentAssocContactGroup relationship

            contract no = IncidentContractno link field from incidentAssocContract relationship

            serial no = Product link field from incidentassocproduct relationship

             

            If I want to log an Incident ticket, I want the contract no field is filtered by customer name and serial no. Is that possible to do? How to do it?

             

            Thanks

            • 3. Re: How I want to filter a field?
              DTurner Expert

              I imagine there would be a relationship between the Contract/Serial and Customer e.g Contract ParentLink = Customer RecId.

              If this is the case, you should be able to filter using an expression such as $([OtherObject]ParentLink == [link:ProfileLink]RecId).

               

              Hope this helps, Fatiha

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