is there anyway to have an availabile filter on a ...
# general
p
is there anyway to have an availabile filter on a saved search be based on 2 fields? We have 2 fields that both feed from the Employee records but have different purposes. One is for a sales person and the other is for an operations person. We would like to have an Available filter that combines both of these fields so it basically acts like an OR expression. Any ideas?
s
Pretty sure the answer is just going to be no.
m
To concatenatethe fields on the results of a saved search, do the following: 1. Create a saved search, List > Search > Saved Searches > New. 2. You may select any search type, for this example select Employee. 3. Navigate to the Results tab and add the field “*Formula (Text)*” and enter the following as the value of the Formula: {sales_person} || ' ' || {operations_person} Just replace those with the field ids for those. The || is to chain together and the ' ' is the space.