I have a custom record called Approval Matrix. It ...
# general
l
I have a custom record called Approval Matrix. It contains the approver fields and the corresponding approval limit. For example, Project Manager 10,000 Project Controller 50,000 Head of Finance No limit The above are equivalent to 6 fields. I want to create a saved search (best case - a pdf) with the following results: Column 1 Column 2 Project Manager 10,000 Project Controller 50,000 Head of Finance Basically, I want to show the multiple fields as a single column (1 for approver fields and another for approval limits) but with 3 rows in this example. Does anyone know if this is possible?
e
You said "I want to show them multiple fields as a single column" I have a Saved Search like that. I have users with multiple roles. I needed a search with two columns:
Column A
with the user name,
column B
with all the roles of that user. The
column B
uses the formula
NS_CONCAT({role})
l
Sorry, I am not really following. My Column A is composed of 3 different fields (Project Manager, Project Controller and Head of Finance). This is equivalent to 3 rows. Not sure how NS CONCAT would do that.
r
Just do formula text With formula as below: {Approver field} || ' ' || {approver limit} Both fields will come in a single column, and you will have 3 rows.